Portfolio Management Services (PMS)Compare Schemes
Turtle Wealth -Wealth Mantra vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Turtle Wealth -Wealth 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%
Volatility • 3 yrs deviation
1 Month
4.93%
4.79%
6 Months
2.72%
13.10%
1 Year
22.88%
18.11%
3 Years
20.47%
14.56%
5 Years
15.12%
8.71%
Since Inception
17.02%
13.67%
Fund Age
6 yrs 11 mo
11 yrs 2 mo
AUM
₹261.05 Cr
₹138.06 Cr
Alpha – 1 Year
18.16%
18.46%
Alpha – 3 Years
8.38%
5.57%
Information Ratio – 3 Years
0.98
0.62
Volatility – 1 Year
17.62%
22.83%
Volatility – 3 Years
15.64%
16.72%
Beta – 1 Year
0.83
1.29
Beta – 3 Years
0.87
1.00
Sharpe Ratio – 1 Year
0.97
0.61
Sharpe Ratio – 3 Years
0.94
0.55
Worst Rolling Year
7.22%
-8.44%
Value at Worst Rolling Year
₹1.07 Cr
₹0.92 Cr
Deepest Drawdown
−19.96%
−17.10%
Recovery Period
189 days
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
19.64%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 19% · S 43%
L 38% · M 14% · S 45%
Number of Stocks
18
18
Portfolio P/E
63.91
38.70
Top 5 Holdings
Cash & Cash Equivalent · 11.94%
Nippon Life India Asset Management Ltd · 6.99%
Titan Company Ltd · 6.68%
Syrma SGS Technology Ltd · 6.57%
Apollo Hospitals Enterprise Ltd · 6.27%
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 · 24.70%
Healthcare · 15.99%
Financial Services · 14.52%
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%