Portfolio Management Services (PMS)Compare Schemes
Alphaa Better Risk Reward 30 stocks vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Alphaa Better Risk Reward 30 stocks
Turtle Wealth -Growth Mantra
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.54%
9.22%
6 Months
−5.38%
9.86%
1 Year
−6.70%
32.16%
3 Years
7.98%
19.13%
5 Years
—
12.16%
Since Inception
7.98%
16.12%
Fund Age
2 yrs 11 mo
5 yrs 10 mo
AUM
₹7.31 Cr
₹170.31 Cr
Alpha – 1 Year
−6.35%
27.44%
Alpha – 3 Years
−1.02%
7.04%
Information Ratio – 3 Years
-0.08
0.58
Volatility – 1 Year
17.44%
17.07%
Volatility – 3 Years
15.65%
17.73%
Beta – 1 Year
1.08
0.65
Beta – 3 Years
—
0.86
Sharpe Ratio – 1 Year
-0.61
1.42
Sharpe Ratio – 3 Years
0.22
0.79
Worst Rolling Year
—
0.71%
Value at Worst Rolling Year
—
₹1.01 Cr
Deepest Drawdown
−21.15%
−30.82%
Recovery Period
Not yet recovered
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 61% · M 26% · S 9%
L 11% · M 1% · S 72%
Number of Stocks
66
18
Portfolio P/E
27.03
52.74
Top 5 Holdings
HDFC Bank Ltd · 17.83%
Britannia Industries Ltd · 12.81%
Cash & Cash Equivalent · 8.07%
Bharti Airtel Ltd · 3.91%
Infosys Ltd · 3.85%
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 · 31.63%
Fast Moving Consumer Goods · 18.10%
Healthcare · 10.31%
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
0% / 0% / 0%