Portfolio Management Services (PMS)Compare Schemes
Alphaa Better Risk Reward 30 stocks vs Turtle Wealth -Wealth Mantra
Add SchemeGrowth of ₹1 Crore
Alphaa Better Risk Reward 30 stocks
Turtle Wealth -Wealth 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%
4.93%
6 Months
−5.38%
2.72%
1 Year
−6.70%
22.88%
3 Years
7.98%
20.47%
5 Years
—
15.12%
Since Inception
7.98%
17.02%
Fund Age
2 yrs 11 mo
6 yrs 11 mo
AUM
₹7.31 Cr
₹261.05 Cr
Alpha – 1 Year
−6.35%
18.16%
Alpha – 3 Years
−1.02%
8.38%
Information Ratio – 3 Years
-0.08
0.98
Volatility – 1 Year
17.44%
17.62%
Volatility – 3 Years
15.65%
15.64%
Beta – 1 Year
1.08
0.83
Beta – 3 Years
—
0.87
Sharpe Ratio – 1 Year
-0.61
0.97
Sharpe Ratio – 3 Years
0.22
0.94
Worst Rolling Year
—
7.22%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−21.15%
−19.96%
Recovery Period
Not yet recovered
189 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.64%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 61% · M 26% · S 9%
L 28% · M 19% · S 43%
Number of Stocks
66
18
Portfolio P/E
27.03
63.91
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 · 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 · 31.63%
Fast Moving Consumer Goods · 18.10%
Healthcare · 10.31%
Capital Goods · 24.70%
Healthcare · 15.99%
Financial Services · 14.52%
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%