Portfolio Management Services (PMS)Compare Schemes
Right Horizons - All Seasons vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Right Horizons - All Seasons
Turtle Wealth -Growth Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 10.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.32%
9.22%
6 Months
3.83%
9.86%
1 Year
9.77%
32.16%
3 Years
13.19%
19.13%
5 Years
12.01%
12.16%
Since Inception
14.38%
16.12%
Fund Age
6 yrs 8 mo
5 yrs 10 mo
AUM
₹42.66 Cr
₹170.31 Cr
Alpha – 1 Year
3.80%
27.44%
Alpha – 3 Years
2.30%
7.04%
Information Ratio – 3 Years
0.23
0.58
Volatility – 1 Year
15.84%
17.07%
Volatility – 3 Years
12.64%
17.73%
Beta – 1 Year
1.56
0.65
Beta – 3 Years
1.48
0.86
Sharpe Ratio – 1 Year
0.32
1.42
Sharpe Ratio – 3 Years
0.70
0.79
Worst Rolling Year
9.09%
0.71%
Value at Worst Rolling Year
₹1.09 Cr
₹1.01 Cr
Deepest Drawdown
−15.18%
−30.82%
Recovery Period
119 days
429 days
1-Year Rolling Windows Positive
100.00%
99.71%
Median Rolling Year
15.49%
14.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 37% · M 21% · S 27%
L 11% · M 1% · S 72%
Number of Stocks
16
18
Portfolio P/E
—
52.74
Top 5 Holdings
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Cash & Cash Equivalent · 19.09%
Acutaas Chemicals Ltd · 8.69%
R R Kabel Ltd · 6.98%
Torrent Pharmaceuticals Ltd · 6.64%
TD Power Systems Ltd · 6.12%
Top Sectors
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%