Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots India 100 vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots India 100
Turtle Wealth -Growth Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.29%
9.22%
6 Months
2.17%
9.86%
1 Year
7.07%
32.16%
3 Years
15.12%
19.13%
5 Years
—
12.16%
Since Inception
19.80%
16.12%
Fund Age
7 yrs 3 mo
5 yrs 10 mo
AUM
₹7.19 Cr
₹170.31 Cr
Alpha – 1 Year
7.50%
27.44%
Alpha – 3 Years
6.56%
7.04%
Information Ratio – 3 Years
1.22
0.58
Volatility – 1 Year
19.38%
17.07%
Volatility – 3 Years
16.31%
17.73%
Beta – 1 Year
1.18
0.65
Beta – 3 Years
1.13
0.86
Sharpe Ratio – 1 Year
0.17
1.42
Sharpe Ratio – 3 Years
0.62
0.79
Worst Rolling Year
14.31%
0.71%
Value at Worst Rolling Year
₹1.14 Cr
₹1.01 Cr
Deepest Drawdown
−17.66%
−30.82%
Recovery Period
308 days
429 days
1-Year Rolling Windows Positive
100.00%
99.71%
Median Rolling Year
16.29%
14.29%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 73% · M 25%
L 11% · M 1% · S 72%
Number of Stocks
100
18
Portfolio P/E
27.01
52.74
Top 5 Holdings
Eternal Ltd · 3.69%
IDFC First Bank Ltd · 3.57%
Cholamandalam Investment & Finance Company Ltd · 3.50%
IndusInd Bank Ltd · 3.03%
Asian Paints Ltd · 2.92%
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 · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
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%