Portfolio Management Services (PMS)Compare Schemes
Turtle Wealth -Growth Mantra vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Turtle Wealth -Growth Mantra
Wright Factor Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
9.22%
10.96%
6 Months
9.86%
14.84%
1 Year
32.16%
16.93%
3 Years
19.13%
—
5 Years
12.16%
—
Since Inception
16.12%
20.33%
Fund Age
5 yrs 10 mo
3 yrs
AUM
₹170.31 Cr
₹214.05 Cr
Alpha – 1 Year
27.44%
12.21%
Alpha – 3 Years
7.04%
—
Information Ratio – 3 Years
0.58
0.51
Volatility – 1 Year
17.07%
22.29%
Volatility – 3 Years
17.73%
21.03%
Beta – 1 Year
0.65
0.97
Beta – 3 Years
0.86
0.97
Sharpe Ratio – 1 Year
1.42
0.57
Sharpe Ratio – 3 Years
0.79
0.72
Worst Rolling Year
0.71%
18.92%
Value at Worst Rolling Year
₹1.01 Cr
₹1.19 Cr
Deepest Drawdown
−30.82%
−27.91%
Recovery Period
429 days
Not yet recovered
1-Year Rolling Windows Positive
99.71%
100.00%
Median Rolling Year
14.29%
19.26%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 11% · M 1% · S 72%
L 12% · M 21% · S 55%
Number of Stocks
18
25
Portfolio P/E
52.74
38.40
Top 5 Holdings
Cash & Cash Equivalent · 19.09%
Acutaas Chemicals Ltd · 8.69%
R R Kabel Ltd · 6.98%
Torrent Pharmaceuticals Ltd · 6.64%
TD Power Systems Ltd · 6.12%
Indian Railway Finance Corporation Ltd · 5.89%
The Bombay Burmah Trading Corporation Ltd · 5.64%
Safari Industries (India) Ltd · 5.63%
Maharashtra Scooters Ltd · 5.05%
Power Finance Corporation Ltd · 4.88%
Top Sectors
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
—
Fixed Fee
2.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%