Portfolio Management Services (PMS)Compare Schemes
Right Horizons - India Business Leaders vs Turtle Wealth -Wealth Mantra
Add SchemeGrowth of ₹1 Crore
Right Horizons - India Business Leaders
Turtle Wealth -Wealth Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.11%
4.93%
6 Months
4.12%
2.72%
1 Year
−0.25%
22.88%
3 Years
10.95%
20.47%
5 Years
10.56%
15.12%
Since Inception
10.62%
17.02%
Fund Age
13 yrs 8 mo
6 yrs 11 mo
AUM
₹41.22 Cr
₹261.05 Cr
Alpha – 1 Year
0.18%
18.16%
Alpha – 3 Years
2.39%
8.38%
Information Ratio – 3 Years
0.52
0.98
Volatility – 1 Year
20.61%
17.62%
Volatility – 3 Years
17.57%
15.64%
Beta – 1 Year
1.24
0.83
Beta – 3 Years
1.19
0.87
Sharpe Ratio – 1 Year
-0.18
0.97
Sharpe Ratio – 3 Years
0.46
0.94
Worst Rolling Year
-10.52%
7.22%
Value at Worst Rolling Year
₹0.89 Cr
₹1.07 Cr
Deepest Drawdown
−22.41%
−19.96%
Recovery Period
Not yet recovered
189 days
1-Year Rolling Windows Positive
93.48%
100.00%
Median Rolling Year
12.26%
19.64%
5-Year Rolling Windows Positive
99.05%
100.00%
Market-Cap Mix
L 70% · M 29%
L 28% · M 19% · S 43%
Number of Stocks
25
18
Portfolio P/E
36.71
63.91
Top 5 Holdings
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
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 · 25.55%
Capital Goods · 16.03%
Services · 9.28%
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%