Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Perennial vs Turtle Wealth - Profit Mantra
Add SchemeGrowth of ₹1 Crore
Right Horizons - Perennial
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
−0.19%
7.48%
6 Months
11.46%
9.42%
1 Year
8.21%
28.25%
3 Years
12.09%
18.47%
5 Years
11.81%
21.31%
Since Inception
13.34%
21.69%
Fund Age
5 yrs 3 mo
5 yrs
AUM
₹34.29 Cr
₹79.02 Cr
Alpha – 1 Year
5.23%
23.53%
Alpha – 3 Years
0.21%
6.38%
Information Ratio – 3 Years
0.17
0.27
Volatility – 1 Year
24.84%
18.12%
Volatility – 3 Years
21.42%
27.25%
Beta – 1 Year
1.25
0.87
Beta – 3 Years
1.08
0.86
Sharpe Ratio – 1 Year
0.21
1.18
Sharpe Ratio – 3 Years
0.49
0.56
Worst Rolling Year
7.11%
15.67%
Value at Worst Rolling Year
₹1.07 Cr
₹1.16 Cr
Deepest Drawdown
−34.77%
−30.64%
Recovery Period
Not yet recovered
114 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.26%
25.67%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 5% · M 7% · S 69%
L 10% · M 9% · S 69%
Number of Stocks
37
34
Portfolio P/E
52.15
57.02
Top 5 Holdings
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
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
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
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)
2.5% / 0% / 0%
0% / 0% / 0%