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) |
|---|---|---|---|
| 5.64% | 0.95 | 12.48% | 69.39% |
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.- 212 ° Wealth Mantra | -0.85% | 3.96% | 16.07% | 15.74% | 7.16% | 19.07% | - | - | 14.19% |
| Nifty 500 | -2.86% | -1.42% | 10.89% | 9.63% | 6.74% | 22.01% | - | - | 16.70% |
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.- 212 ° Wealth Mantra | Multi Cap | Mr. Rohan Mehta | 30 September 2019 | 4Y 2M | 250 | Nifty 500 | 14.19% | 18 | 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 | 5.86% | 1.51% | 69.39% | 7.37% | 0.88 | 12.48% | 1.49 | -0.83% | -0.08 | 55.10 % |
| Nifty 500 | 4.08% | 1.56% | 5.64% | 0.95 | -3.10% | -0.30 | 53.06 % | |||
| Nifty Midcap 100 | -8.70% | -1.22% | -9.92% | 0.84 | -12.14% | -0.95 | 36.73 % | |||
| Nifty Smallcap 100 | -10.58% | -4.34% | -14.92% | 0.75 | -8.98% | -0.54 | 28.57 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| BLS International Services Ltd | 13.90 |
| Larsen & Toubro Ltd | 11.85 |
| Mahindra & Mahindra Ltd. | 9.01 |
| State Bank Of India | 8.03 |
| Power Grid Corp of India Ltd | 7.72 |
| Top 5 Equity Holdings | 50.51 |
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 | 48.58 |
| Mid Cap | 11.04 |
| Small Cap | 27.68 |
| Cash | 12.71 |
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 2023. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Sep 23.
