Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
Turtle Wealth -Growth Mantra
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
7.30%
9.22%
6 Months
20.36%
9.86%
1 Year
18.14%
32.16%
3 Years
21.64%
19.13%
5 Years
16.27%
12.16%
Since Inception
19.97%
16.12%
Fund Age
17 yrs 8 mo
5 yrs 10 mo
AUM
₹5,014.26 Cr
₹170.31 Cr
Alpha – 1 Year
13.42%
27.44%
Alpha – 3 Years
9.55%
7.04%
Information Ratio – 3 Years
0.97
0.58
Volatility – 1 Year
21.97%
17.07%
Volatility – 3 Years
19.06%
17.73%
Beta – 1 Year
1.13
0.65
Beta – 3 Years
1.07
0.86
Sharpe Ratio – 1 Year
0.62
1.42
Sharpe Ratio – 3 Years
0.85
0.79
Worst Rolling Year
-6.02%
0.71%
Value at Worst Rolling Year
₹0.94 Cr
₹1.01 Cr
Deepest Drawdown
−24.55%
−30.82%
Recovery Period
436 days
429 days
1-Year Rolling Windows Positive
95.34%
99.71%
Median Rolling Year
19.24%
14.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 28% · S 30%
L 11% · M 1% · S 72%
Number of Stocks
97
18
Portfolio P/E
63.07
52.74
Top 5 Holdings
One 97 Communications Ltd · 8.25%
Multi Commodity Exchange of India Ltd · 7.59%
Bajaj Finance Ltd · 6.77%
Cartrade Tech Ltd · 6.59%
Eternal Ltd · 5.56%
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 · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
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)
1% / 0% / 0%
0% / 0% / 0%