Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs Turtle Wealth -Wealth Mantra
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
Turtle Wealth -Wealth 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%
4.93%
6 Months
20.36%
2.72%
1 Year
18.14%
22.88%
3 Years
21.64%
20.47%
5 Years
16.27%
15.12%
Since Inception
19.97%
17.02%
Fund Age
17 yrs 8 mo
6 yrs 11 mo
AUM
₹5,014.26 Cr
₹261.05 Cr
Alpha – 1 Year
13.42%
18.16%
Alpha – 3 Years
9.55%
8.38%
Information Ratio – 3 Years
0.97
0.98
Volatility – 1 Year
21.97%
17.62%
Volatility – 3 Years
19.06%
15.64%
Beta – 1 Year
1.13
0.83
Beta – 3 Years
1.07
0.87
Sharpe Ratio – 1 Year
0.62
0.97
Sharpe Ratio – 3 Years
0.85
0.94
Worst Rolling Year
-6.02%
7.22%
Value at Worst Rolling Year
₹0.94 Cr
₹1.07 Cr
Deepest Drawdown
−24.55%
−19.96%
Recovery Period
436 days
189 days
1-Year Rolling Windows Positive
95.34%
100.00%
Median Rolling Year
19.24%
19.64%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 28% · S 30%
L 28% · M 19% · S 43%
Number of Stocks
97
18
Portfolio P/E
63.07
63.91
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 · 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%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
Capital Goods · 24.70%
Healthcare · 15.99%
Financial Services · 14.52%
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%