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) |
|---|---|---|---|
| 27.61% | 0.69 | 13.10% | 69.62% |
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 | 2.42% | 2.74% | 15.25% | 30.04% | 9.16% | 22.45% | 11.45% | - | 15.51% |
| S&P BSE 500 | -0.17% | -2.34% | -5.39% | -0.07% | 4.14% | 13.47% | 12.29% | - | 17.50% |
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 | Multi Cap & Flexi Cap | Mr. Rohan Mehta | 18 October 2020 | 5Y 8M | 162.56 | S&P BSE 500 | 15.51% | 17 | NA |
| 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 | 1.40% | 27.46% | 69.62% | 28.86% | 0.71 | 13.10% | 1.54 | 6.11% | 0.56 | 56.96 % |
| Nifty 500 | 0.44% | 27.17% | 27.61% | 0.69 | 4.02% | 0.41 | 55.70 % | |||
| Nifty Midcap 100 | -6.60% | 26.55% | 19.95% | 0.62 | -3.53% | -0.30 | 45.57 % | |||
| Nifty Smallcap 100 | 2.89% | 26.46% | 29.35% | 0.50 | 0.27% | 0.02 | 37.97 % | |||
| BSE 500 | 0.79% | 27.18% | 27.97% | 0.69 | 4.22% | 0.43 | 54.43 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 44.22 |
| Mid Cap | 12.95 |
| Small Cap | 16.51 |
| Cash | 26.32 |
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 31st May 2026. 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 26.
