Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Alpha 1 Strategy vs Turtle Wealth - Profit Mantra
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Alpha 1 Strategy
Turtle Wealth - Profit Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.10%
7.48%
6 Months
7.76%
9.42%
1 Year
8.69%
28.25%
3 Years
14.17%
18.47%
5 Years
—
21.31%
Since Inception
18.23%
21.69%
Fund Age
3 yrs 4 mo
5 yrs
AUM
₹10.3 Cr
₹79.02 Cr
Alpha – 1 Year
3.97%
23.53%
Alpha – 3 Years
2.09%
6.38%
Information Ratio – 3 Years
1.14
0.27
Volatility – 1 Year
18.17%
18.12%
Volatility – 3 Years
15.44%
27.25%
Beta – 1 Year
1.03
0.87
Beta – 3 Years
0.99
0.86
Sharpe Ratio – 1 Year
0.32
1.18
Sharpe Ratio – 3 Years
0.69
0.56
Worst Rolling Year
13.56%
15.67%
Value at Worst Rolling Year
₹1.14 Cr
₹1.16 Cr
Deepest Drawdown
−19.52%
−30.64%
Recovery Period
518 days
114 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.40%
25.67%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 10% · M 9% · S 69%
Number of Stocks
15
34
Portfolio P/E
—
57.02
Top 5 Holdings
Kotak Multi Cap Fund - Direct (G) · 7.30%
DSP Small Cap Fund - Direct (G) · 6.91%
HDFC Small Cap Fund - Direct (G) · 6.79%
Motilal Oswal Large and Midcap Fund - Dir (G) · 6.78%
HDFC Focused Fund - Direct (G) · 6.75%
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
—
Capital Goods · 29.11%
Healthcare · 27.12%
Financial Services · 8.67%
Fixed Fee
1.10% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%