Portfolio Management Services (PMS)Compare Schemes
KRChoksey - Alpha Invest vs Turtle Wealth -Wealth Mantra
Add SchemeGrowth of ₹1 Crore
KRChoksey - Alpha Invest
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
0.97%
4.93%
6 Months
6.33%
2.72%
1 Year
−0.99%
22.88%
3 Years
6.26%
20.47%
5 Years
6.47%
15.12%
Since Inception
5.18%
17.02%
Fund Age
19 yrs 5 mo
6 yrs 11 mo
AUM
₹95.89 Cr
₹261.05 Cr
Alpha – 1 Year
2.51%
18.16%
Alpha – 3 Years
−2.73%
8.38%
Information Ratio – 3 Years
-0.10
0.98
Volatility – 1 Year
20.93%
17.62%
Volatility – 3 Years
17.77%
15.64%
Beta – 1 Year
1.14
0.83
Beta – 3 Years
1.05
0.87
Sharpe Ratio – 1 Year
-0.20
0.97
Sharpe Ratio – 3 Years
0.23
0.94
Worst Rolling Year
-21.50%
7.22%
Value at Worst Rolling Year
₹0.79 Cr
₹1.07 Cr
Deepest Drawdown
−30.66%
−19.96%
Recovery Period
Not yet recovered
189 days
1-Year Rolling Windows Positive
74.63%
100.00%
Median Rolling Year
10.39%
19.64%
5-Year Rolling Windows Positive
82.76%
100.00%
Market-Cap Mix
L 77% · M 12% · S 11%
L 28% · M 19% · S 43%
Number of Stocks
57
18
Portfolio P/E
—
63.91
Top 5 Holdings
Reliance Industries Ltd · 7.33%
Bajaj Finance Ltd · 7.29%
Bajaj Finserv Ltd · 6.64%
Adani Enterprises Ltd · 6.33%
ICICI Bank Ltd · 5.85%
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 · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Capital Goods · 24.70%
Healthcare · 15.99%
Financial Services · 14.52%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%