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) |
|---|---|---|---|
| -0.79% | 0.69 | 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 | -11.65% | -21.38% | -28.28% | -8.90% | 16.73% | 5.53% | 10.55% | ||
| BSE 500 TRI | -7.74% | -12.24% | -16.14% | -0.41% | 17.85% | 12.65% | 19.28% |
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 5M | 175.4 | BSE 500 TRI | 10.55% | 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 | 12.02% | 2.33% | 61.54% | 14.35% | 0.81 | 16.08% | 1.21 | -3.00% | -0.20 | 46.15 % |
| Nifty 500 | 7.73% | 0.26% | 7.99% | 0.93 | -6.76% | -0.53 | 38.46 % | |||
| Nifty Midcap 100 | -1.89% | 1.19% | -0.70% | 0.86 | -17.15% | -1.44 | 38.46 % | |||
| Nifty Smallcap 100 | -2.30% | 1.51% | -0.79% | 0.69 | -15.76% | -1.40 | 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 | 2.61 |
| Mid Cap | 15.33 |
| Small Cap | 46.49 |
| Cash | 35.57 |
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 28 Feb 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.
