Portfolio Management Services (PMS)Compare Schemes
Turtle Wealth - Profit Mantra vs White Oak - India Pioneers Equity
Add SchemeGrowth of ₹1 Crore
Turtle Wealth - Profit Mantra
White Oak - India Pioneers Equity
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
7.48%
3.26%
6 Months
9.42%
4.03%
1 Year
28.25%
0.70%
3 Years
18.47%
10.01%
5 Years
21.31%
8.40%
Since Inception
21.69%
14.84%
Fund Age
5 yrs
7 yrs 10 mo
AUM
₹79.02 Cr
₹2,937.84 Cr
Alpha – 1 Year
23.53%
−2.28%
Alpha – 3 Years
6.38%
−1.88%
Information Ratio – 3 Years
0.27
-0.37
Volatility – 1 Year
18.12%
17.90%
Volatility – 3 Years
27.25%
14.65%
Beta – 1 Year
0.87
1.00
Beta – 3 Years
0.86
0.93
Sharpe Ratio – 1 Year
1.18
-0.18
Sharpe Ratio – 3 Years
0.56
0.35
Worst Rolling Year
15.67%
7.25%
Value at Worst Rolling Year
₹1.16 Cr
₹1.07 Cr
Deepest Drawdown
−30.64%
−18.24%
Recovery Period
114 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.67%
15.22%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 10% · M 9% · S 69%
L 58% · M 15% · S 26%
Number of Stocks
34
71
Portfolio P/E
57.02
31.77
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%
ICICI Bank Ltd · 9.47%
HDFC Bank Ltd · 6.47%
Bharti Airtel Ltd · 4.87%
State Bank of India · 3.89%
Reliance Industries Ltd · 3.29%
Top Sectors
Capital Goods · 29.11%
Healthcare · 27.12%
Financial Services · 8.67%
Financial Services · 36.31%
Healthcare · 11.39%
Capital Goods · 6.47%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%