Portfolio Management Services (PMS)Compare Schemes
Turtle Wealth - Profit Mantra vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Turtle Wealth - Profit Mantra
White Oak India Select Equity 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%
4.84%
6 Months
9.42%
7.61%
1 Year
28.25%
−0.76%
3 Years
18.47%
11.28%
5 Years
21.31%
9.58%
Since Inception
21.69%
11.67%
Fund Age
5 yrs
7 yrs 11 mo
AUM
₹79.02 Cr
₹12.5 Cr
Alpha – 1 Year
23.53%
−3.74%
Alpha – 3 Years
6.38%
−0.61%
Information Ratio – 3 Years
0.27
-0.06
Volatility – 1 Year
18.12%
20.02%
Volatility – 3 Years
27.25%
16.21%
Beta – 1 Year
0.87
1.05
Beta – 3 Years
0.86
0.91
Sharpe Ratio – 1 Year
1.18
-0.22
Sharpe Ratio – 3 Years
0.56
0.41
Worst Rolling Year
15.67%
8.66%
Value at Worst Rolling Year
₹1.16 Cr
₹1.09 Cr
Deepest Drawdown
−30.64%
−24.66%
Recovery Period
114 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.67%
14.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 10% · M 9% · S 69%
L 36% · M 30% · S 35%
Number of Stocks
34
15
Portfolio P/E
57.02
35.71
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 · 9.52%
Bharti Airtel Ltd · 8.45%
Elgi Equipments Ltd · 8.08%
Computer Age Management Services Ltd · 8.00%
AIA Engineering Ltd · 7.72%
Top Sectors
Capital Goods · 29.11%
Healthcare · 27.12%
Financial Services · 8.67%
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
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%