Portfolio Management Services (PMS)Compare Schemes
Turtle Wealth - Profit Mantra vs Turtle Wealth -Wealth Mantra
Add SchemeGrowth of ₹1 Crore
Turtle Wealth - Profit Mantra
Turtle Wealth -Wealth Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
7.48%
4.93%
6 Months
9.42%
2.72%
1 Year
28.25%
22.88%
3 Years
18.47%
20.47%
5 Years
21.31%
15.12%
Since Inception
21.69%
17.02%
Fund Age
5 yrs
6 yrs 11 mo
AUM
₹79.02 Cr
₹261.05 Cr
Alpha – 1 Year
23.53%
18.16%
Alpha – 3 Years
6.38%
8.38%
Information Ratio – 3 Years
0.27
0.98
Volatility – 1 Year
18.12%
17.62%
Volatility – 3 Years
27.25%
15.64%
Beta – 1 Year
0.87
0.83
Beta – 3 Years
0.86
0.87
Sharpe Ratio – 1 Year
1.18
0.97
Sharpe Ratio – 3 Years
0.56
0.94
Worst Rolling Year
15.67%
7.22%
Value at Worst Rolling Year
₹1.16 Cr
₹1.07 Cr
Deepest Drawdown
−30.64%
−19.96%
Recovery Period
114 days
189 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.67%
19.64%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 10% · M 9% · S 69%
L 28% · M 19% · S 43%
Number of Stocks
34
18
Portfolio P/E
57.02
63.91
Top 5 Holdings
Cash & Cash Equivalent · 17.12%
R R Kabel Ltd · 4.40%
Rubicon Research Ltd · 4.35%
Acutaas Chemicals Ltd · 4.12%
SPR Auto Technologies Ltd · 4.07%
Cash & Cash Equivalent · 11.94%
Nippon Life India Asset Management Ltd · 6.99%
Titan Company Ltd · 6.68%
Syrma SGS Technology Ltd · 6.57%
Apollo Hospitals Enterprise Ltd · 6.27%
Top Sectors
Capital Goods · 29.11%
Healthcare · 27.12%
Financial Services · 8.67%
Capital Goods · 24.70%
Healthcare · 15.99%
Financial Services · 14.52%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%