Portfolio Management Services (PMS)Compare Schemes
Alphaa MPT Plus Fund vs Turtle Wealth -Wealth Mantra
Add SchemeGrowth of ₹1 Crore
Alphaa MPT Plus Fund
Turtle Wealth -Wealth Mantra
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.02%
4.93%
6 Months
3.82%
2.72%
1 Year
5.88%
22.88%
3 Years
—
20.47%
5 Years
—
15.12%
Since Inception
13.46%
17.02%
Fund Age
2 yrs 11 mo
6 yrs 11 mo
AUM
₹17.93 Cr
₹261.05 Cr
Alpha – 1 Year
6.23%
18.16%
Alpha – 3 Years
—
8.38%
Information Ratio – 3 Years
0.93
0.98
Volatility – 1 Year
18.15%
17.62%
Volatility – 3 Years
15.54%
15.64%
Beta – 1 Year
1.08
0.83
Beta – 3 Years
—
0.87
Sharpe Ratio – 1 Year
0.11
0.97
Sharpe Ratio – 3 Years
0.60
0.94
Worst Rolling Year
—
7.22%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−15.91%
−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 66% · M 30% · S 4%
L 28% · M 19% · S 43%
Number of Stocks
38
18
Portfolio P/E
28.05
63.91
Top 5 Holdings
BSE Ltd · 5.51%
Bajaj Finance Ltd · 4.52%
Manappuram Finance Ltd · 4.34%
Indian Hotels Co Ltd · 4.29%
Coforge Ltd · 4.08%
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 · 41.63%
Information Technology · 8.80%
Oil, Gas & Consumable Fuels · 8.39%
Capital Goods · 24.70%
Healthcare · 15.99%
Financial Services · 14.52%
Fixed Fee
0.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.5% / 0% / 0%
0% / 0% / 0%