Portfolio Management Services (PMS)Compare Schemes
Accuracap - Alpha 10 vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Accuracap - Alpha 10
Turtle Wealth -Growth Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.35%
9.22%
6 Months
5.61%
9.86%
1 Year
10.19%
32.16%
3 Years
9.70%
19.13%
5 Years
7.80%
12.16%
Since Inception
13.10%
16.12%
Fund Age
14 yrs 11 mo
5 yrs 10 mo
AUM
₹88.88 Cr
₹170.31 Cr
Alpha – 1 Year
10.54%
27.44%
Alpha – 3 Years
0.70%
7.04%
Information Ratio – 3 Years
0.00
0.58
Volatility – 1 Year
15.04%
17.07%
Volatility – 3 Years
14.30%
17.73%
Beta – 1 Year
0.87
0.65
Beta – 3 Years
0.96
0.86
Sharpe Ratio – 1 Year
0.37
1.42
Sharpe Ratio – 3 Years
0.35
0.79
Worst Rolling Year
4.17%
0.71%
Value at Worst Rolling Year
₹1.04 Cr
₹1.01 Cr
Deepest Drawdown
−20.16%
−30.82%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
100.00%
99.71%
Median Rolling Year
13.53%
14.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 86% · M 13% · S 0%
L 11% · M 1% · S 72%
Number of Stocks
37
18
Portfolio P/E
—
52.74
Top 5 Holdings
Hitachi Energy India Ltd · 6.56%
TVS Motor Company Ltd · 6.27%
Apollo Hospitals Enterprise Ltd · 6.21%
Hindalco Industries Ltd · 5.96%
Polycab India Ltd · 5.90%
Cash & Cash Equivalent · 19.09%
Acutaas Chemicals Ltd · 8.69%
R R Kabel Ltd · 6.98%
Torrent Pharmaceuticals Ltd · 6.64%
TD Power Systems Ltd · 6.12%
Top Sectors
Financial Services · 21.44%
Capital Goods · 19.39%
Automobile and Auto Components · 9.52%
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%