Portfolio Management Services (PMS)Compare Schemes
ArthAlpha Machine Learning Equity Quant vs Turtle Wealth -Wealth Mantra
Add SchemeGrowth of ₹1 Crore
ArthAlpha Machine Learning Equity Quant
Turtle Wealth -Wealth Mantra
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.31%
4.93%
6 Months
5.63%
2.72%
1 Year
10.47%
22.88%
3 Years
—
20.47%
5 Years
—
15.12%
Since Inception
6.92%
17.02%
Fund Age
1 yr 10 mo
6 yrs 11 mo
AUM
₹64.41 Cr
₹261.05 Cr
Alpha – 1 Year
5.75%
18.16%
Alpha – 3 Years
—
8.38%
Information Ratio – 3 Years
—
0.98
Volatility – 1 Year
17.22%
17.62%
Volatility – 3 Years
—
15.64%
Beta – 1 Year
0.92
0.83
Beta – 3 Years
—
0.87
Sharpe Ratio – 1 Year
0.36
0.97
Sharpe Ratio – 3 Years
—
0.94
Worst Rolling Year
—
7.22%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−11.60%
−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 33% · M 60% · S 3%
L 28% · M 19% · S 43%
Number of Stocks
35
18
Portfolio P/E
35.94
63.91
Top 5 Holdings
BSE Ltd · 4.95%
Multi Commodity Exchange of India Ltd · 4.44%
Oracle Financial Services Software Ltd · 4.41%
Coforge Ltd · 3.67%
NLC India Ltd · 3.63%
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 · 23.23%
Capital Goods · 19.14%
Metals & Mining · 11.14%
Capital Goods · 24.70%
Healthcare · 15.99%
Financial Services · 14.52%
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%