Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha 250 vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha 250
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
2.23%
9.22%
6 Months
5.86%
9.86%
1 Year
18.36%
32.16%
3 Years
18.72%
19.13%
5 Years
—
12.16%
Since Inception
18.90%
16.12%
Fund Age
3 yrs
5 yrs 10 mo
AUM
₹750.57 Cr
₹170.31 Cr
Alpha – 1 Year
13.64%
27.44%
Alpha – 3 Years
6.63%
7.04%
Information Ratio – 3 Years
0.54
0.58
Volatility – 1 Year
20.46%
17.07%
Volatility – 3 Years
21.62%
17.73%
Beta – 1 Year
1.00
0.65
Beta – 3 Years
1.18
0.86
Sharpe Ratio – 1 Year
0.66
1.42
Sharpe Ratio – 3 Years
0.66
0.79
Worst Rolling Year
18.50%
0.71%
Value at Worst Rolling Year
₹1.19 Cr
₹1.01 Cr
Deepest Drawdown
−29.06%
−30.82%
Recovery Period
394 days
429 days
1-Year Rolling Windows Positive
100.00%
99.71%
Median Rolling Year
19.09%
14.29%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 53% · S 9%
L 11% · M 1% · S 72%
Number of Stocks
—
18
Portfolio P/E
—
52.74
Top 5 Holdings
Multi Commodity Exchange of India Ltd · 7.33%
BSE Ltd · 5.86%
National Aluminium Company Ltd · 5.30%
Lloyds Metals & Energy Ltd · 5.06%
Nippon Life India Asset Management Ltd · 4.84%
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
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%