Portfolio Management Services (PMS)Compare Schemes
Turtle Wealth - Profit Mantra vs White Whale Partners Llp - Rising Star Pf
Add SchemeGrowth of ₹1 Crore
Turtle Wealth - Profit Mantra
White Whale Partners Llp - Rising Star Pf
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
7.48%
5.53%
6 Months
9.42%
38.90%
1 Year
28.25%
27.55%
3 Years
18.47%
—
5 Years
21.31%
—
Since Inception
21.69%
21.65%
Fund Age
5 yrs
1 yr 10 mo
AUM
₹79.02 Cr
₹5.18 Cr
Alpha – 1 Year
23.53%
27.90%
Alpha – 3 Years
6.38%
—
Information Ratio – 3 Years
0.27
—
Volatility – 1 Year
18.12%
23.94%
Volatility – 3 Years
27.25%
—
Beta – 1 Year
0.87
1.08
Beta – 3 Years
0.86
—
Sharpe Ratio – 1 Year
1.18
0.91
Sharpe Ratio – 3 Years
0.56
—
Worst Rolling Year
15.67%
—
Value at Worst Rolling Year
₹1.16 Cr
—
Deepest Drawdown
−30.64%
−19.37%
Recovery Period
114 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
25.67%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 10% · M 9% · S 69%
M 19% · S 76%
Number of Stocks
34
13
Portfolio P/E
57.02
64.30
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%
Cartrade Tech Ltd · 13.56%
One 97 Communications Ltd · 11.13%
Cash & Cash Equivalent · 10.20%
Healthcare Global Enterprises Ltd · 8.82%
ERIS Lifesciences Ltd · 8.59%
Top Sectors
Capital Goods · 29.11%
Healthcare · 27.12%
Financial Services · 8.67%
Healthcare · 28.18%
Consumer Services · 26.35%
Financial Services · 18.74%
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%