Portfolio Management Services (PMS)Compare Schemes
Turtle Wealth -Growth Mantra vs Xylem Maverick Strategy
Add SchemeGrowth of ₹1 Crore
Turtle Wealth -Growth Mantra
Xylem Maverick Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
9.22%
9.42%
6 Months
9.86%
52.78%
1 Year
32.16%
27.27%
3 Years
19.13%
—
5 Years
12.16%
—
Since Inception
16.12%
23.72%
Fund Age
5 yrs 10 mo
19 mo
AUM
₹170.31 Cr
₹71.55 Cr
Alpha – 1 Year
27.44%
22.55%
Alpha – 3 Years
7.04%
—
Information Ratio – 3 Years
0.58
—
Volatility – 1 Year
17.07%
31.93%
Volatility – 3 Years
17.73%
—
Beta – 1 Year
0.65
1.29
Beta – 3 Years
0.86
—
Sharpe Ratio – 1 Year
1.42
0.74
Sharpe Ratio – 3 Years
0.79
—
Worst Rolling Year
0.71%
—
Value at Worst Rolling Year
₹1.01 Cr
—
Deepest Drawdown
−30.82%
−27.01%
Recovery Period
429 days
Not yet recovered
1-Year Rolling Windows Positive
99.71%
—
Median Rolling Year
14.29%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 11% · M 1% · S 72%
S 96%
Number of Stocks
18
19
Portfolio P/E
52.74
39.65
Top 5 Holdings
Cash & Cash Equivalent · 19.09%
Acutaas Chemicals Ltd · 8.69%
R R Kabel Ltd · 6.98%
Torrent Pharmaceuticals Ltd · 6.64%
TD Power Systems Ltd · 6.12%
Diamond Power Infrastructure Ltd · 7.96%
Shilpa Medicare Ltd · 7.08%
Nazara Technologies Ltd · 6.87%
Jyoti CNC Automation Ltd · 6.44%
Sudarshan Chemical Industries Ltd · 6.10%
Top Sectors
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
Capital Goods · 25.19%
Chemicals · 14.10%
Healthcare · 12.77%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%