Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots Midcap 29 vs Turtle Wealth - Profit Mantra
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Right Horizons - Alphabots Midcap 29
Turtle Wealth - Profit Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.12%
7.48%
6 Months
8.08%
9.42%
1 Year
10.16%
28.25%
3 Years
15.60%
18.47%
5 Years
—
21.31%
Since Inception
19.84%
21.69%
Fund Age
6 yrs 11 mo
5 yrs
AUM
₹3.18 Cr
₹79.02 Cr
Alpha – 1 Year
7.18%
23.53%
Alpha – 3 Years
3.72%
6.38%
Information Ratio – 3 Years
0.60
0.27
Volatility – 1 Year
19.93%
18.12%
Volatility – 3 Years
18.09%
27.25%
Beta – 1 Year
1.12
0.87
Beta – 3 Years
1.14
0.86
Sharpe Ratio – 1 Year
0.31
1.18
Sharpe Ratio – 3 Years
0.60
0.56
Worst Rolling Year
14.68%
15.67%
Value at Worst Rolling Year
₹1.15 Cr
₹1.16 Cr
Deepest Drawdown
−19.38%
−30.64%
Recovery Period
493 days
114 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.30%
25.67%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 31% · M 55% · S 12%
L 10% · M 9% · S 69%
Number of Stocks
29
34
Portfolio P/E
38.53
57.02
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 · 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 · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
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%