Portfolio Management Services (PMS)Compare Schemes
Right Horizons - All Seasons vs Turtle Wealth - Profit Mantra
Add SchemeGrowth of ₹1 Crore
Right Horizons - All Seasons
Turtle Wealth - Profit Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 10.9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.32%
7.48%
6 Months
3.83%
9.42%
1 Year
9.77%
28.25%
3 Years
13.19%
18.47%
5 Years
12.01%
21.31%
Since Inception
14.38%
21.69%
Fund Age
6 yrs 8 mo
5 yrs
AUM
₹42.66 Cr
₹79.02 Cr
Alpha – 1 Year
3.80%
23.53%
Alpha – 3 Years
2.30%
6.38%
Information Ratio – 3 Years
0.23
0.27
Volatility – 1 Year
15.84%
18.12%
Volatility – 3 Years
12.64%
27.25%
Beta – 1 Year
1.56
0.87
Beta – 3 Years
1.48
0.86
Sharpe Ratio – 1 Year
0.32
1.18
Sharpe Ratio – 3 Years
0.70
0.56
Worst Rolling Year
9.09%
15.67%
Value at Worst Rolling Year
₹1.09 Cr
₹1.16 Cr
Deepest Drawdown
−15.18%
−30.64%
Recovery Period
119 days
114 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.49%
25.67%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 37% · M 21% · S 27%
L 10% · M 9% · S 69%
Number of Stocks
16
34
Portfolio P/E
—
57.02
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 · 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 · 31.17%
Others · 8.92%
Capital Goods · 8.08%
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)
2% / 1% / 0%
0% / 0% / 0%