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) |
|---|---|---|---|
| 0.31% | 0.72 | 16.08% | 61.54% |
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 | -7.17% | -14.41% | -20.38% | 7.76% | 21.34% | 7.88% | - | - | 13.99% |
| BSE 500 TRI | -3.43% | -4.82% | -8.23% | 9.73% | 21.00% | 14.17% | - | - | 21.93% |
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 4M | 209.31 | BSE 500 TRI | 13.99% | 15 | 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 | 13.67% | -1.9% | 61.54% | 11.77% | 0.75 | 16.08% | 1.21 | -3.66% | -0.25 | 50.00 % |
| Nifty 500 | 9.04% | -2.66% | 6.38% | 0.80 | -7.17% | -0.56 | 42.31 % | |||
| Nifty Midcap 100 | 0.64% | 1.01% | 1.65% | 0.77 | -16.54% | -1.38 | 42.31 % | |||
| Nifty Smallcap 100 | -1.23% | 1.54% | 0.31% | 0.72 | -15.48% | -1.41 | 30.77 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| BIGBLOC CONSTRUCTION LTD | 8.48 |
| SILVERBEES | 7.42 |
| OIL INDIA LTD. | 7.13 |
| NAVA LTD | 6.80 |
| BEML LTD. | 6.67 |
| GODAWARI POWER & ISPAT LTD. | 5.30 |
| GREAT EASTERN SHIPPING CO.LTD. | 5.14 |
| GANESH HOUSING CORPORATION LTD. | 4.77 |
| ORACLE FINANCIAL SERVICES SOFTWARE LTD. | 4.73 |
| AEGIS LOGISTICS LTD. | 4.46 |
| NCC LIMITED | 4.10 |
| INDIAN BANK | 4.10 |
| AMI ORGANICS LTD | 3.59 |
| AMARA RAJA ENERGY & MOBILITY LTD | 2.69 |
| TVS MOTOR COMPANY LTD. | 2.53 |
| JUPITER WAGONS LTD | 2.14 |
Sector Allocation
| Holding | % |
|---|---|
| Infra & Logistic | 17.73 |
| Oil & Gas | 11.59 |
| Capital Goods | 8.81 |
| Power | 6.80 |
| Metals | 5.30 |
| Automobile | 5.21 |
| Realty | 4.77 |
| IT services | 4.73 |
| BFSI | 4.09 |
| Pharmaceuticals | 3.59 |
| Cash & ETF | 27.39 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 2.53 |
| Mid Cap | 15.95 |
| Small Cap | 54.14 |
| Cash | 27.39 |
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 Jan 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Dec 24.
