Portfolio Management Services (PMS)Compare Schemes
Oro-alpha compounders vs Turtle Wealth -Wealth Mantra
Add SchemeGrowth of ₹1 Crore
Oro-alpha compounders
Turtle Wealth -Wealth Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.98%
4.93%
6 Months
−0.13%
2.72%
1 Year
−2.80%
22.88%
3 Years
13.20%
20.47%
5 Years
—
15.12%
Since Inception
13.51%
17.02%
Fund Age
3 yrs 8 mo
6 yrs 11 mo
AUM
₹30.6 Cr
₹261.05 Cr
Alpha – 1 Year
−5.78%
18.16%
Alpha – 3 Years
1.30%
8.38%
Information Ratio – 3 Years
0.16
0.98
Volatility – 1 Year
16.62%
17.62%
Volatility – 3 Years
16.99%
15.64%
Beta – 1 Year
0.93
0.83
Beta – 3 Years
1.05
0.87
Sharpe Ratio – 1 Year
-0.42
0.97
Sharpe Ratio – 3 Years
0.50
0.94
Worst Rolling Year
13.00%
7.22%
Value at Worst Rolling Year
₹1.13 Cr
₹1.07 Cr
Deepest Drawdown
−20.23%
−19.96%
Recovery Period
Not yet recovered
189 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.04%
19.64%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 44% · M 26% · S 17%
L 28% · M 19% · S 43%
Number of Stocks
24
18
Portfolio P/E
32.10
63.91
Top 5 Holdings
Cash & Cash Equivalent · 12.60%
HDFC Bank Ltd · 4.89%
Bharat Electronics Ltd · 4.63%
Shriram Finance Ltd · 4.62%
Oil India Ltd · 4.57%
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 · 17.33%
Capital Goods · 15.46%
Information Technology · 9.89%
Capital Goods · 24.70%
Healthcare · 15.99%
Financial Services · 14.52%
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%