Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
Turtle Wealth -Growth Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.71%
9.22%
6 Months
0.51%
9.86%
1 Year
12.01%
32.16%
3 Years
12.45%
19.13%
5 Years
—
12.16%
Since Inception
12.40%
16.12%
Fund Age
3 yrs
5 yrs 10 mo
AUM
₹22.7 Cr
₹170.31 Cr
Alpha – 1 Year
12.36%
27.44%
Alpha – 3 Years
3.45%
7.04%
Information Ratio – 3 Years
0.50
0.58
Volatility – 1 Year
19.89%
17.07%
Volatility – 3 Years
17.57%
17.73%
Beta – 1 Year
1.18
0.65
Beta – 3 Years
1.20
0.86
Sharpe Ratio – 1 Year
0.40
1.42
Sharpe Ratio – 3 Years
0.46
0.79
Worst Rolling Year
12.43%
0.71%
Value at Worst Rolling Year
₹1.12 Cr
₹1.01 Cr
Deepest Drawdown
−26.54%
−30.82%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
100.00%
99.71%
Median Rolling Year
12.71%
14.29%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 99%
L 11% · M 1% · S 72%
Number of Stocks
—
18
Portfolio P/E
—
52.74
Top 5 Holdings
Bajaj Finance Ltd · 5.85%
Nestle India Ltd · 5.59%
Shriram Finance Ltd · 5.54%
Apollo Hospitals Enterprise Ltd · 5.53%
Mahindra & Mahindra Ltd · 5.37%
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
—
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%