Portfolio Management Services (PMS)Compare Schemes
Turtle Wealth - Profit Mantra vs Unifi Blended - Rangoli
Add SchemeGrowth of ₹1 Crore
Turtle Wealth - Profit Mantra
Unifi Blended - Rangoli
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%
3.17%
6 Months
9.42%
10.91%
1 Year
28.25%
10.45%
3 Years
18.47%
10.60%
5 Years
21.31%
10.74%
Since Inception
21.69%
18.07%
Fund Age
5 yrs
9 yrs 2 mo
AUM
₹79.02 Cr
₹11,464.61 Cr
Alpha – 1 Year
23.53%
5.73%
Alpha – 3 Years
6.38%
−1.49%
Information Ratio – 3 Years
0.27
-0.11
Volatility – 1 Year
18.12%
18.78%
Volatility – 3 Years
27.25%
16.83%
Beta – 1 Year
0.87
1.04
Beta – 3 Years
0.86
1.02
Sharpe Ratio – 1 Year
1.18
0.34
Sharpe Ratio – 3 Years
0.56
0.37
Worst Rolling Year
15.67%
4.89%
Value at Worst Rolling Year
₹1.16 Cr
₹1.05 Cr
Deepest Drawdown
−30.64%
−19.94%
Recovery Period
114 days
153 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.67%
19.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 10% · M 9% · S 69%
L 24% · M 11% · S 66%
Number of Stocks
34
—
Portfolio P/E
57.02
21.80
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%
Redington Ltd
Narayana Hrudayalaya Ltd
Bank of Baroda
Mahindra & Mahindra Ltd
Sagility Ltd
Top Sectors
Capital Goods · 29.11%
Healthcare · 27.12%
Financial Services · 8.67%
—
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%