The investment objective of Turtle Wealth Management 212 ° Growth Mantra is to invest in growth trajectory companies which are entering in new positive trend with the combination of Price and Profits together.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -16.53% | 0.51 | 11.68% | 65.12% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Turtle Wealth Management Pvt. Ltd.- Growth Mantra | -3.17% | -6.98% | 12.27% | 49.84% | 26.40% | 14.12% | - | - | 19.44% |
| BSE 500 TRI | -6.45% | -3.58% | 8.71% | 35.90% | 22.06% | 15.69% | - | - | 24.97% |
QRC Report Card *
| Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
|---|---|---|---|---|---|---|---|---|---|
| Turtle Wealth Management Pvt. Ltd.- Growth Mantra | Mid & Small Cap | Rohan Mehta | 18 October 2020 | 4Y 1M | 231 | BSE 500 TRI | 19.44% | 16 | 11 |
| Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
| Nifty 50 | 19.81% | 4.81% | 65.12% | 24.62% | 0.52 | 11.68% | 4.23 | -5.32% | -0.36 | 44.19 % |
| Nifty 500 | 11.89% | 2.21% | 14.10% | 0.72 | -8.48% | -0.66 | 37.21 % | |||
| Nifty Midcap 100 | -4.15% | -2.68% | -6.83% | 0.67 | -18.52% | -1.55 | 37.21 % | |||
| Nifty Smallcap 100 | -11.72% | -4.81% | -16.53% | 0.51 | -15.56% | -1.42 | 32.56 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| BIGBLOC CONSTRUCTION LTD | 15.25 |
| VOLTAMP TRANSFORMERS LTD. | 8.43 |
| OIL INDIA LTD. | 8.36 |
| BEML LTD. | 6.70 |
| THE GREAT EASTERN SHIPPING COMPANY LIMITED | 5.52 |
Sector Allocation
| Holding | % |
|---|---|
| Infrastructure | 15.23 |
| Capital Goods | 14.45 |
| Automobile | 12.45 |
| Logistics | 11.45 |
| BFSI | 7.02 |
| Metals | 6.60 |
| Electric Equipment | 5.63 |
| Power | 4.56 |
| Oil & Gas | 4.21 |
| Textiles | 3.77 |
| Indistrial Machinery | 3.46 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 4.62 |
| Mid Cap | 19.43 |
| Small Cap | 62.50 |
| Cash | 13.45 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
Disclaimer
#Returns as of 31 Oct 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Mar 24.
