Portfolio Management Services (PMS)Compare Schemes
Right Horizons - All Seasons vs Turtle Wealth -Wealth Mantra
Add SchemeGrowth of ₹1 Crore
Right Horizons - All Seasons
Turtle Wealth -Wealth 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%
4.93%
6 Months
3.83%
2.72%
1 Year
9.77%
22.88%
3 Years
13.19%
20.47%
5 Years
12.01%
15.12%
Since Inception
14.38%
17.02%
Fund Age
6 yrs 8 mo
6 yrs 11 mo
AUM
₹42.66 Cr
₹261.05 Cr
Alpha – 1 Year
3.80%
18.16%
Alpha – 3 Years
2.30%
8.38%
Information Ratio – 3 Years
0.23
0.98
Volatility – 1 Year
15.84%
17.62%
Volatility – 3 Years
12.64%
15.64%
Beta – 1 Year
1.56
0.83
Beta – 3 Years
1.48
0.87
Sharpe Ratio – 1 Year
0.32
0.97
Sharpe Ratio – 3 Years
0.70
0.94
Worst Rolling Year
9.09%
7.22%
Value at Worst Rolling Year
₹1.09 Cr
₹1.07 Cr
Deepest Drawdown
−15.18%
−19.96%
Recovery Period
119 days
189 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.49%
19.64%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 37% · M 21% · S 27%
L 28% · M 19% · S 43%
Number of Stocks
16
18
Portfolio P/E
—
63.91
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 · 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 · 31.17%
Others · 8.92%
Capital Goods · 8.08%
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)
2% / 1% / 0%
0% / 0% / 0%