Portfolio Management Services (PMS)Compare Schemes
Turtle Wealth - Profit Mantra vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Turtle Wealth - Profit Mantra
Wealth Managers - Focused Leadership Portfolio
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%
4.79%
6 Months
9.42%
13.10%
1 Year
28.25%
18.11%
3 Years
18.47%
14.56%
5 Years
21.31%
8.71%
Since Inception
21.69%
13.67%
Fund Age
5 yrs
11 yrs 2 mo
AUM
₹79.02 Cr
₹138.06 Cr
Alpha – 1 Year
23.53%
18.46%
Alpha – 3 Years
6.38%
5.57%
Information Ratio – 3 Years
0.27
0.62
Volatility – 1 Year
18.12%
22.83%
Volatility – 3 Years
27.25%
16.72%
Beta – 1 Year
0.87
1.29
Beta – 3 Years
0.86
1.00
Sharpe Ratio – 1 Year
1.18
0.61
Sharpe Ratio – 3 Years
0.56
0.55
Worst Rolling Year
15.67%
-8.44%
Value at Worst Rolling Year
₹1.16 Cr
₹0.92 Cr
Deepest Drawdown
−30.64%
−17.10%
Recovery Period
114 days
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
25.67%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 10% · M 9% · S 69%
L 38% · M 14% · S 45%
Number of Stocks
34
18
Portfolio P/E
57.02
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Capital Goods · 29.11%
Healthcare · 27.12%
Financial Services · 8.67%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%