Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots India Largecap 50 vs Turtle Wealth -Wealth Mantra
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Right Horizons - Alphabots India Largecap 50
Turtle Wealth -Wealth 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%
Volatility • 3 yrs deviation
1 Month
4.41%
4.93%
6 Months
0.07%
2.72%
1 Year
4.08%
22.88%
3 Years
6.47%
20.47%
5 Years
—
15.12%
Since Inception
11.08%
17.02%
Fund Age
6 yrs 6 mo
6 yrs 11 mo
AUM
₹1.91 Cr
₹261.05 Cr
Alpha – 1 Year
4.51%
18.16%
Alpha – 3 Years
−2.09%
8.38%
Information Ratio – 3 Years
-0.44
0.98
Volatility – 1 Year
16.64%
17.62%
Volatility – 3 Years
14.35%
15.64%
Beta – 1 Year
0.98
0.83
Beta – 3 Years
1.00
0.87
Sharpe Ratio – 1 Year
-0.01
0.97
Sharpe Ratio – 3 Years
0.13
0.94
Worst Rolling Year
5.64%
7.22%
Value at Worst Rolling Year
₹1.06 Cr
₹1.07 Cr
Deepest Drawdown
−18.42%
−19.96%
Recovery Period
Not yet recovered
189 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
7.94%
19.64%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 90% · M 7%
L 28% · M 19% · S 43%
Number of Stocks
50
18
Portfolio P/E
26.76
63.91
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 · 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 · 21.29%
Automobile and Auto Components · 12.46%
Metals & Mining · 9.87%
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%