Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Flexi Cap vs Turtle Wealth -Wealth Mantra
Add SchemeGrowth of ₹1 Crore
Right Horizons - Flexi Cap
Turtle Wealth -Wealth 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
4.94%
4.93%
6 Months
11.49%
2.72%
1 Year
3.89%
22.88%
3 Years
8.19%
20.47%
5 Years
11.02%
15.12%
Since Inception
10.97%
17.02%
Fund Age
13 yrs 8 mo
6 yrs 11 mo
AUM
₹360.51 Cr
₹261.05 Cr
Alpha – 1 Year
0.91%
18.16%
Alpha – 3 Years
−3.69%
8.38%
Information Ratio – 3 Years
-0.18
0.98
Volatility – 1 Year
23.04%
17.62%
Volatility – 3 Years
19.34%
15.64%
Beta – 1 Year
1.26
0.83
Beta – 3 Years
1.17
0.87
Sharpe Ratio – 1 Year
0.04
0.97
Sharpe Ratio – 3 Years
0.30
0.94
Worst Rolling Year
-8.10%
7.22%
Value at Worst Rolling Year
₹0.92 Cr
₹1.07 Cr
Deepest Drawdown
−30.43%
−19.96%
Recovery Period
Not yet recovered
189 days
1-Year Rolling Windows Positive
95.59%
100.00%
Median Rolling Year
11.30%
19.64%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 28% · S 33%
L 28% · M 19% · S 43%
Number of Stocks
29
18
Portfolio P/E
37.17
63.91
Top 5 Holdings
KEI Industries Ltd · 6.88%
Nuvama Wealth Management Ltd · 5.74%
ICICI Bank Ltd · 5.44%
Sky Gold & Diamonds Ltd · 5.38%
360 ONE WAM Ltd · 5.34%
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 · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
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% / 0%