Portfolio Management Services (PMS)Compare Schemes
Turtle Wealth -Wealth Mantra vs WhiteOak Capital Business Leaders
Add SchemeGrowth of ₹1 Crore
Turtle Wealth -Wealth 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%
Volatility • 3 yrs deviation
1 Month
4.93%
3.42%
6 Months
2.72%
2.89%
1 Year
22.88%
2.59%
3 Years
20.47%
10.39%
5 Years
15.12%
8.86%
Since Inception
17.02%
11.13%
Fund Age
6 yrs 11 mo
5 yrs 6 mo
AUM
₹261.05 Cr
₹63.54 Cr
Alpha – 1 Year
18.16%
−0.39%
Alpha – 3 Years
8.38%
−1.50%
Information Ratio – 3 Years
0.98
-0.34
Volatility – 1 Year
17.62%
16.68%
Volatility – 3 Years
15.64%
13.79%
Beta – 1 Year
0.83
0.95
Beta – 3 Years
0.87
0.88
Sharpe Ratio – 1 Year
0.97
-0.09
Sharpe Ratio – 3 Years
0.94
0.40
Worst Rolling Year
7.22%
6.98%
Value at Worst Rolling Year
₹1.07 Cr
₹1.07 Cr
Deepest Drawdown
−19.96%
−15.31%
Recovery Period
189 days
227 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.64%
12.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 19% · S 43%
L 69% · M 25% · S 5%
Number of Stocks
18
40
Portfolio P/E
63.91
30.67
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%
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 · 24.70%
Healthcare · 15.99%
Financial Services · 14.52%
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%