Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alliance vs Turtle Wealth - Profit Mantra
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alliance
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
1.80%
7.48%
6 Months
2.80%
9.42%
1 Year
4.89%
28.25%
3 Years
12.23%
18.47%
5 Years
10.64%
21.31%
Since Inception
8.93%
21.69%
Fund Age
12 yrs
5 yrs
AUM
₹134.76 Cr
₹79.02 Cr
Alpha – 1 Year
−1.08%
23.53%
Alpha – 3 Years
1.34%
6.38%
Information Ratio – 3 Years
0.07
0.27
Volatility – 1 Year
10.79%
18.12%
Volatility – 3 Years
9.62%
27.25%
Beta – 1 Year
1.04
0.87
Beta – 3 Years
1.10
0.86
Sharpe Ratio – 1 Year
-0.01
1.18
Sharpe Ratio – 3 Years
0.69
0.56
Worst Rolling Year
0.05%
15.67%
Value at Worst Rolling Year
₹1.00 Cr
₹1.16 Cr
Deepest Drawdown
−11.50%
−30.64%
Recovery Period
80 days
114 days
1-Year Rolling Windows Positive
99.79%
100.00%
Median Rolling Year
10.94%
25.67%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 50% · M 11% · S 8%
L 10% · M 9% · S 69%
Number of Stocks
33
34
Portfolio P/E
25.96
57.02
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 · 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 · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Capital Goods · 29.11%
Healthcare · 27.12%
Financial Services · 8.67%
Fixed Fee
1.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%