Portfolio Management Services (PMS)Compare Schemes
Ksema - Alpha vs Turtle Wealth - Profit Mantra
Add SchemeGrowth of ₹1 Crore
Ksema - Alpha
Turtle Wealth - Profit Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.08%
7.48%
6 Months
1.74%
9.42%
1 Year
10.49%
28.25%
3 Years
12.80%
18.47%
5 Years
12.91%
21.31%
Since Inception
15.37%
21.69%
Fund Age
7 yrs 7 mo
5 yrs
AUM
₹15.96 Cr
₹79.02 Cr
Alpha – 1 Year
10.84%
23.53%
Alpha – 3 Years
3.80%
6.38%
Information Ratio – 3 Years
0.47
0.27
Volatility – 1 Year
19.22%
18.12%
Volatility – 3 Years
17.53%
27.25%
Beta – 1 Year
1.18
0.87
Beta – 3 Years
1.15
0.86
Sharpe Ratio – 1 Year
0.34
1.18
Sharpe Ratio – 3 Years
0.48
0.56
Worst Rolling Year
12.46%
15.67%
Value at Worst Rolling Year
₹1.12 Cr
₹1.16 Cr
Deepest Drawdown
−19.38%
−30.64%
Recovery Period
275 days
114 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.63%
25.67%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 64% · M 15% · S 21%
L 10% · M 9% · S 69%
Number of Stocks
38
34
Portfolio P/E
24.65
57.02
Top 5 Holdings
ICICI Bank Ltd · 7.48%
Reliance Industries Ltd · 5.01%
State Bank of India · 4.98%
Larsen & Toubro Ltd · 4.80%
Hindustan Aeronautics Ltd · 4.61%
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
Financial Services · 28.23%
Capital Goods · 19.95%
Automobile and Auto Components · 17.15%
Capital Goods · 29.11%
Healthcare · 27.12%
Financial Services · 8.67%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%