THE+TORTOISE-+MID+&+SMALL+CAP+FUND

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Systematic KristalSIP Kristal{{kristal.miniResponse.strategyType}}
Kristal GAV ({{kristal.miniResponse.currency}})*
 

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On-Platform Returns (%)*
 

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Start Date
 

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Interested Investors
 

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Horizon
 

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Sophistication
 

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*Kristal positions and GAV is last updated as of {{kristal.lastCopyDate | date:'mediumDate'}}

Commonly used Goals for this Kristal: {{ goal }}, {{ goal }}

Documents

File CaptionFile SizeUpload Time
PDFPPTYoutubeImage  {{t.fileName}}{{t.caption}}{{t.fileSize}} B{{t.uploadTime + '006' | date:'dd MMM, yy'}}

Terms & Conditions

Required brokers:
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Dealing information:
Disclaimer :
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On-Platfrom returns not available. This will be shown once a track record is there for atleast 1 month.
On-Platform Returns (%)*
 

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Max Drawdown (%)*
 

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Positive Months
 

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 1Y2Y3Y5YLifetime
Gross CAGR (%) {{kristal.metrics.cagr_year * 100 | number:2}}-- {{kristal.metrics.cagr_two_year * 100 | number:2}}-- {{kristal.metrics.cagr_three_year * 100 | number:2}}-- {{kristal.metrics.cagr_five_year * 100 | number:2}}-- {{kristal.metrics.cagr_lifetime * 100 | number:2}}--
Std. deviation (%) {{kristal.metrics.stddev_year * 100 | number:2}}-- {{kristal.metrics.stddev_two_year * 100 | number:2}}-- {{kristal.metrics.stddev_three_year * 100 | number:2}}-- {{kristal.metrics.stddev_five_year * 100 | number:2}}-- {{kristal.metrics.stddev_lifetime * 100 | number:2}}--
Sharpe ratio {{kristal.metrics.sharpe_year | number:2}}-- {{kristal.metrics.sharpe_two_year | number:2}}-- {{kristal.metrics.sharpe_three_year | number:2}}-- {{kristal.metrics.sharpe_five_year | number:2}}-- {{kristal.metrics.sharpe_lifetime | number:2}}--
Max Drawdown(%) -{{kristal.metrics.max_dd_annual * 100 | number:2}}-- -{{kristal.metrics.max_dd_two_year * 100 | number:2}}-- -{{kristal.metrics.max_dd_three_year * 100 | number:2}}-- -{{kristal.metrics.max_dd_five_year * 100 | number:2}}-- -{{kristal.metrics.max_dd_lifetime * 100 | number:2}}--
Positive Months {{kristal.metrics.positive_months_annual}}-- {{kristal.metrics.positive_months_two_year}}-- {{kristal.metrics.positive_months_three_year}}-- {{kristal.metrics.positive_months_five_year}}-- {{kristal.metrics.positive_months_lifetime}}--

Assets

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NameSymbolQuantityComposition 
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Research Documents
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{{asset.assetName}}{{asset.assetSymbol}}{{asset.quantity | number:2}}{{asset.percentageInKristal | number:2}}% 

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DateTypeAssetSymbolAsset Type Qty
{{t.purchaseTime | date:'dd-MMM-yy'}} BUY DEPOSIT SELL WITHDRAW{{t.asset.currencyCode}}{{t.asset.contractName}}custom{{t.asset.symbol}} EquityMutual FundsBondOptionFutureCASH{{t.quantity}}

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