To achieve steady, low volatility returns by investing across sectors and asset classes. The strategy is based on Tactical & Dynamic Asset Allocation. This replicates the India Super 50 Portfolio, with the additional overlay of multiple asset classes like fixed income, oil and gold. This ensures a high return profile, but with significantly low volatility.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| 14.85% | 0.76 | 10.61% | 69.09% |
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.- Wealth Mantra | -6.66% | -5.59% | 4.38% | 40.12% | 27.36% | 17.19% | 18.79% | - | 18.87% |
| BSE 500 TRI | -6.45% | -3.58% | 8.71% | 35.90% | 22.06% | 15.69% | 19.85% | - | 20.23% |
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.- Wealth Mantra | Multi Cap | Mr. Rohan Mehta | 30 September 2019 | 5Y 1M | 354 | BSE 500 TRI | 18.87% | 14 | 8 |
| 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 | 15.62% | 9.75% | 69.09% | 25.37% | 0.62 | 10.61% | 4.73 | 1.65% | 0.15 | 56.36 % |
| Nifty 500 | 7.48% | 7.37% | 14.85% | 0.76 | -1.19% | -0.12 | 52.73 % | |||
| Nifty Midcap 100 | -8.46% | 2.38% | -6.08% | 0.62 | -9.67% | -0.78 | 38.18 % | |||
| Nifty Smallcap 100 | -15.98% | 0.2% | -15.78% | 0.56 | -7.11% | -0.45 | 34.55 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| LARSEN & TOUBRO LTD. | 9.74 |
| MAHINDRA & MAHINDRA LTD. | 9.10 |
| STATE BANK OF INDIA | 8.80 |
| POWER GRID CORPORATION OF INDIA LTD. | 7.94 |
| JINDAL STAINLESS LTD. | 7.19 |
Sector Allocation
| Holding | % |
|---|---|
| Automobile | 18.88 |
| BFSI | 17.03 |
| IT Services | 13.90 |
| Diversified | 11.85 |
| Metals | 10.47 |
| Infrastructure | 7.72 |
| Sugar | 5.35 |
| Chemical | 2.10 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 56.16 |
| Mid Cap | 14.73 |
| Small Cap | 11.29 |
| Cash | 17.82 |
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.
