Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alliance vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alliance
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
1.80%
9.22%
6 Months
2.80%
9.86%
1 Year
4.89%
32.16%
3 Years
12.23%
19.13%
5 Years
10.64%
12.16%
Since Inception
8.93%
16.12%
Fund Age
12 yrs
5 yrs 10 mo
AUM
₹134.76 Cr
₹170.31 Cr
Alpha – 1 Year
−1.08%
27.44%
Alpha – 3 Years
1.34%
7.04%
Information Ratio – 3 Years
0.07
0.58
Volatility – 1 Year
10.79%
17.07%
Volatility – 3 Years
9.62%
17.73%
Beta – 1 Year
1.04
0.65
Beta – 3 Years
1.10
0.86
Sharpe Ratio – 1 Year
-0.01
1.42
Sharpe Ratio – 3 Years
0.69
0.79
Worst Rolling Year
0.05%
0.71%
Value at Worst Rolling Year
₹1.00 Cr
₹1.01 Cr
Deepest Drawdown
−11.50%
−30.82%
Recovery Period
80 days
429 days
1-Year Rolling Windows Positive
99.79%
99.71%
Median Rolling Year
10.94%
14.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 50% · M 11% · S 8%
L 11% · M 1% · S 72%
Number of Stocks
33
18
Portfolio P/E
25.96
52.74
Top 5 Holdings
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
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 · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
Fixed Fee
1.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%