Portfolio Management Services (PMS)Compare Schemes
Turtle Wealth - Profit Mantra vs WhiteOak Capital Business Leaders
Add SchemeGrowth of ₹1 Crore
Turtle Wealth - Profit Mantra
WhiteOak Capital Business Leaders
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%
3.42%
6 Months
9.42%
2.89%
1 Year
28.25%
2.59%
3 Years
18.47%
10.39%
5 Years
21.31%
8.86%
Since Inception
21.69%
11.13%
Fund Age
5 yrs
5 yrs 6 mo
AUM
₹79.02 Cr
₹63.54 Cr
Alpha – 1 Year
23.53%
−0.39%
Alpha – 3 Years
6.38%
−1.50%
Information Ratio – 3 Years
0.27
-0.34
Volatility – 1 Year
18.12%
16.68%
Volatility – 3 Years
27.25%
13.79%
Beta – 1 Year
0.87
0.95
Beta – 3 Years
0.86
0.88
Sharpe Ratio – 1 Year
1.18
-0.09
Sharpe Ratio – 3 Years
0.56
0.40
Worst Rolling Year
15.67%
6.98%
Value at Worst Rolling Year
₹1.16 Cr
₹1.07 Cr
Deepest Drawdown
−30.64%
−15.31%
Recovery Period
114 days
227 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.67%
12.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 10% · M 9% · S 69%
L 69% · M 25% · S 5%
Number of Stocks
34
40
Portfolio P/E
57.02
30.67
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 · 9.92%
HDFC Bank Ltd · 7.54%
Bharti Airtel Ltd · 6.09%
State Bank of India · 4.33%
Nestle India Ltd · 4.12%
Top Sectors
Capital Goods · 29.11%
Healthcare · 27.12%
Financial Services · 8.67%
Financial Services · 34.64%
Healthcare · 9.38%
Oil, Gas & Consumable Fuels · 6.89%
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%