Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Super Value Fund vs Turtle Wealth - Profit Mantra
Add SchemeGrowth of ₹1 Crore
Right Horizons - Super Value Fund
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
3.00%
7.48%
6 Months
20.83%
9.42%
1 Year
12.18%
28.25%
3 Years
13.97%
18.47%
5 Years
17.12%
21.31%
Since Inception
15.75%
21.69%
Fund Age
13 yrs 8 mo
5 yrs
AUM
₹205.48 Cr
₹79.02 Cr
Alpha – 1 Year
9.20%
23.53%
Alpha – 3 Years
2.09%
6.38%
Information Ratio – 3 Years
0.40
0.27
Volatility – 1 Year
27.53%
18.12%
Volatility – 3 Years
22.15%
27.25%
Beta – 1 Year
1.45
0.87
Beta – 3 Years
1.20
0.86
Sharpe Ratio – 1 Year
0.35
1.18
Sharpe Ratio – 3 Years
0.55
0.56
Worst Rolling Year
-9.57%
15.67%
Value at Worst Rolling Year
₹0.90 Cr
₹1.16 Cr
Deepest Drawdown
−29.31%
−30.64%
Recovery Period
Not yet recovered
114 days
1-Year Rolling Windows Positive
93.51%
100.00%
Median Rolling Year
17.67%
25.67%
5-Year Rolling Windows Positive
99.05%
100.00%
Market-Cap Mix
L 17% · M 21% · S 60%
L 10% · M 9% · S 69%
Number of Stocks
30
34
Portfolio P/E
46.79
57.02
Top 5 Holdings
Sky Gold & Diamonds Ltd · 9.25%
KEI Industries Ltd · 6.93%
Nuvama Wealth Management Ltd · 6.83%
Yatharth Hospital & Trauma Care Services Ltd · 5.94%
V2 Retail Ltd · 5.28%
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 · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
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% / 0%