Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Turtle Wealth -Growth Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
9.22%
6 Months
3.88%
9.86%
1 Year
−7.98%
32.16%
3 Years
11.06%
19.13%
5 Years
10.06%
12.16%
Since Inception
11.56%
16.12%
Fund Age
5 yrs 3 mo
5 yrs 10 mo
AUM
₹106.37 Cr
₹170.31 Cr
Alpha – 1 Year
−10.96%
27.44%
Alpha – 3 Years
−0.82%
7.04%
Information Ratio – 3 Years
0.00
0.58
Volatility – 1 Year
16.00%
17.07%
Volatility – 3 Years
17.59%
17.73%
Beta – 1 Year
0.79
0.65
Beta – 3 Years
0.97
0.86
Sharpe Ratio – 1 Year
-0.78
1.42
Sharpe Ratio – 3 Years
0.42
0.79
Worst Rolling Year
—
0.71%
Value at Worst Rolling Year
—
₹1.01 Cr
Deepest Drawdown
—
−30.82%
Recovery Period
—
429 days
1-Year Rolling Windows Positive
—
99.71%
Median Rolling Year
—
14.29%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 11% · M 1% · S 72%
Number of Stocks
—
18
Portfolio P/E
—
52.74
Top 5 Holdings
National Aluminium Company Ltd · 6.60%
Eicher Motors Ltd · 5.87%
Indus Towers Ltd · 5.61%
Hero MotoCorp Ltd · 5.33%
Dr Lal Pathlabs Ltd · 5.15%
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
1.00% / yr
2.00% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%