Portfolio Management Services (PMS)Compare Schemes
Ksema - Alpha vs Turtle Wealth -Wealth Mantra
Add SchemeGrowth of ₹1 Crore
Ksema - Alpha
Turtle Wealth -Wealth Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.08%
4.93%
6 Months
1.74%
2.72%
1 Year
10.49%
22.88%
3 Years
12.80%
20.47%
5 Years
12.91%
15.12%
Since Inception
15.37%
17.02%
Fund Age
7 yrs 7 mo
6 yrs 11 mo
AUM
₹15.96 Cr
₹261.05 Cr
Alpha – 1 Year
10.84%
18.16%
Alpha – 3 Years
3.80%
8.38%
Information Ratio – 3 Years
0.47
0.98
Volatility – 1 Year
19.22%
17.62%
Volatility – 3 Years
17.53%
15.64%
Beta – 1 Year
1.18
0.83
Beta – 3 Years
1.15
0.87
Sharpe Ratio – 1 Year
0.34
0.97
Sharpe Ratio – 3 Years
0.48
0.94
Worst Rolling Year
12.46%
7.22%
Value at Worst Rolling Year
₹1.12 Cr
₹1.07 Cr
Deepest Drawdown
−19.38%
−19.96%
Recovery Period
275 days
189 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.63%
19.64%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 64% · M 15% · S 21%
L 28% · M 19% · S 43%
Number of Stocks
38
18
Portfolio P/E
24.65
63.91
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 · 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 · 28.23%
Capital Goods · 19.95%
Automobile and Auto Components · 17.15%
Capital Goods · 24.70%
Healthcare · 15.99%
Financial Services · 14.52%
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%