Portfolio Management Services (PMS)Compare Schemes
Alphaa Better Risk Reward 30 stocks vs Turtle Wealth - Profit Mantra
Add SchemeGrowth of ₹1 Crore
Alphaa Better Risk Reward 30 stocks
Turtle Wealth - Profit Mantra
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−1.54%
7.48%
6 Months
−5.38%
9.42%
1 Year
−6.70%
28.25%
3 Years
7.98%
18.47%
5 Years
—
21.31%
Since Inception
7.98%
21.69%
Fund Age
2 yrs 11 mo
5 yrs
AUM
₹7.31 Cr
₹79.02 Cr
Alpha – 1 Year
−6.35%
23.53%
Alpha – 3 Years
−1.02%
6.38%
Information Ratio – 3 Years
-0.08
0.27
Volatility – 1 Year
17.44%
18.12%
Volatility – 3 Years
15.65%
27.25%
Beta – 1 Year
1.08
0.87
Beta – 3 Years
—
0.86
Sharpe Ratio – 1 Year
-0.61
1.18
Sharpe Ratio – 3 Years
0.22
0.56
Worst Rolling Year
—
15.67%
Value at Worst Rolling Year
—
₹1.16 Cr
Deepest Drawdown
−21.15%
−30.64%
Recovery Period
Not yet recovered
114 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
25.67%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 61% · M 26% · S 9%
L 10% · M 9% · S 69%
Number of Stocks
66
34
Portfolio P/E
27.03
57.02
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 · 17.12%
R R Kabel Ltd · 4.40%
Rubicon Research Ltd · 4.35%
Acutaas Chemicals Ltd · 4.12%
SPR Auto Technologies Ltd · 4.07%
Top Sectors
Financial Services · 31.63%
Fast Moving Consumer Goods · 18.10%
Healthcare · 10.31%
Capital Goods · 29.11%
Healthcare · 27.12%
Financial Services · 8.67%
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%