Portfolio Management Services (PMS)Compare Schemes
Turtle Wealth - Profit Mantra vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Turtle Wealth - Profit Mantra
Wright Factor Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
7.48%
10.96%
6 Months
9.42%
14.84%
1 Year
28.25%
16.93%
3 Years
18.47%
—
5 Years
21.31%
—
Since Inception
21.69%
20.33%
Fund Age
5 yrs
3 yrs
AUM
₹79.02 Cr
₹214.05 Cr
Alpha – 1 Year
23.53%
12.21%
Alpha – 3 Years
6.38%
—
Information Ratio – 3 Years
0.27
0.51
Volatility – 1 Year
18.12%
22.29%
Volatility – 3 Years
27.25%
21.03%
Beta – 1 Year
0.87
0.97
Beta – 3 Years
0.86
0.97
Sharpe Ratio – 1 Year
1.18
0.57
Sharpe Ratio – 3 Years
0.56
0.72
Worst Rolling Year
15.67%
18.92%
Value at Worst Rolling Year
₹1.16 Cr
₹1.19 Cr
Deepest Drawdown
−30.64%
−27.91%
Recovery Period
114 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.67%
19.26%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 10% · M 9% · S 69%
L 12% · M 21% · S 55%
Number of Stocks
34
25
Portfolio P/E
57.02
38.40
Top 5 Holdings
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%
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
Capital Goods · 29.11%
Healthcare · 27.12%
Financial Services · 8.67%
—
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%