Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Supervalue Aggressive vs Turtle Wealth -Wealth Mantra
Add SchemeGrowth of ₹1 Crore
Right Horizons - Supervalue Aggressive
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
2.93%
4.93%
6 Months
19.55%
2.72%
1 Year
11.69%
22.88%
3 Years
15.46%
20.47%
5 Years
—
15.12%
Since Inception
23.05%
17.02%
Fund Age
3 yrs 4 mo
6 yrs 11 mo
AUM
₹95.08 Cr
₹261.05 Cr
Alpha – 1 Year
8.71%
18.16%
Alpha – 3 Years
3.58%
8.38%
Information Ratio – 3 Years
0.52
0.98
Volatility – 1 Year
27.25%
17.62%
Volatility – 3 Years
23.29%
15.64%
Beta – 1 Year
1.44
0.83
Beta – 3 Years
1.22
0.87
Sharpe Ratio – 1 Year
0.33
0.97
Sharpe Ratio – 3 Years
0.66
0.94
Worst Rolling Year
15.47%
7.22%
Value at Worst Rolling Year
₹1.15 Cr
₹1.07 Cr
Deepest Drawdown
−32.01%
−19.96%
Recovery Period
Not yet recovered
189 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.67%
19.64%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 28% · M 19% · S 43%
Number of Stocks
—
18
Portfolio P/E
—
63.91
Top 5 Holdings
Sky Gold & Diamonds Ltd · 9.78%
Nuvama Wealth Management Ltd · 7.04%
KEI Industries Ltd · 5.98%
Yatharth Hospital & Trauma Care Services Ltd · 5.73%
V2 Retail Ltd · 5.11%
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
—
Capital Goods · 24.70%
Healthcare · 15.99%
Financial Services · 14.52%
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
20% of profit, above 8%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%