Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots Midcap 29 vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots Midcap 29
Turtle Wealth -Growth Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.12%
9.22%
6 Months
8.08%
9.86%
1 Year
10.16%
32.16%
3 Years
15.60%
19.13%
5 Years
—
12.16%
Since Inception
19.84%
16.12%
Fund Age
6 yrs 11 mo
5 yrs 10 mo
AUM
₹3.18 Cr
₹170.31 Cr
Alpha – 1 Year
7.18%
27.44%
Alpha – 3 Years
3.72%
7.04%
Information Ratio – 3 Years
0.60
0.58
Volatility – 1 Year
19.93%
17.07%
Volatility – 3 Years
18.09%
17.73%
Beta – 1 Year
1.12
0.65
Beta – 3 Years
1.14
0.86
Sharpe Ratio – 1 Year
0.31
1.42
Sharpe Ratio – 3 Years
0.60
0.79
Worst Rolling Year
14.68%
0.71%
Value at Worst Rolling Year
₹1.15 Cr
₹1.01 Cr
Deepest Drawdown
−19.38%
−30.82%
Recovery Period
493 days
429 days
1-Year Rolling Windows Positive
100.00%
99.71%
Median Rolling Year
16.30%
14.29%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 31% · M 55% · S 12%
L 11% · M 1% · S 72%
Number of Stocks
29
18
Portfolio P/E
38.53
52.74
Top 5 Holdings
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
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 · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
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%