Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs Turtle Wealth -Wealth Mantra
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
Turtle Wealth -Wealth Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.10%
4.93%
6 Months
12.88%
2.72%
1 Year
−0.84%
22.88%
3 Years
15.76%
20.47%
5 Years
16.23%
15.12%
Since Inception
21.25%
17.02%
Fund Age
5 yrs 6 mo
6 yrs 11 mo
AUM
₹529.7 Cr
₹261.05 Cr
Alpha – 1 Year
−0.41%
18.16%
Alpha – 3 Years
7.19%
8.38%
Information Ratio – 3 Years
0.42
0.98
Volatility – 1 Year
20.62%
17.62%
Volatility – 3 Years
22.08%
15.64%
Beta – 1 Year
0.94
0.83
Beta – 3 Years
0.96
0.87
Sharpe Ratio – 1 Year
-0.21
0.97
Sharpe Ratio – 3 Years
0.56
0.94
Worst Rolling Year
15.76%
7.22%
Value at Worst Rolling Year
₹1.16 Cr
₹1.07 Cr
Deepest Drawdown
−33.96%
−19.96%
Recovery Period
Not yet recovered
189 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.75%
19.64%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 7% · S 82%
L 28% · M 19% · S 43%
Number of Stocks
91
18
Portfolio P/E
30.00
63.91
Top 5 Holdings
Cash & Cash Equivalent · 4.80%
Senores Pharmaceuticals Ltd · 4.67%
Ujjivan Small Finance Bank Ltd · 3.95%
Supriya Lifescience Ltd · 3.82%
Bajaj Auto Ltd · 3.48%
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 · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Capital Goods · 24.70%
Healthcare · 15.99%
Financial Services · 14.52%
Fixed Fee
1.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%