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Right Horizons - Alphabots India Largecap 50 vs Turtle Wealth - Profit Mantra
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Right Horizons - Alphabots India Largecap 50
Turtle Wealth - Profit Mantra
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.41%
7.48%
6 Months
0.07%
9.42%
1 Year
4.08%
28.25%
3 Years
6.47%
18.47%
5 Years
—
21.31%
Since Inception
11.08%
21.69%
Fund Age
6 yrs 6 mo
5 yrs
AUM
₹1.91 Cr
₹79.02 Cr
Alpha – 1 Year
4.51%
23.53%
Alpha – 3 Years
−2.09%
6.38%
Information Ratio – 3 Years
-0.44
0.27
Volatility – 1 Year
16.64%
18.12%
Volatility – 3 Years
14.35%
27.25%
Beta – 1 Year
0.98
0.87
Beta – 3 Years
1.00
0.86
Sharpe Ratio – 1 Year
-0.01
1.18
Sharpe Ratio – 3 Years
0.13
0.56
Worst Rolling Year
5.64%
15.67%
Value at Worst Rolling Year
₹1.06 Cr
₹1.16 Cr
Deepest Drawdown
−18.42%
−30.64%
Recovery Period
Not yet recovered
114 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
7.94%
25.67%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 90% · M 7%
L 10% · M 9% · S 69%
Number of Stocks
50
34
Portfolio P/E
26.76
57.02
Top 5 Holdings
Cash & Cash Equivalent · 3.22%
Hero MotoCorp Ltd · 2.92%
Hindalco Industries Ltd · 2.91%
Tata Steel Ltd · 2.82%
Eicher Motors Ltd · 2.74%
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 · 21.29%
Automobile and Auto Components · 12.46%
Metals & Mining · 9.87%
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%