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.- 212 ° Wealth Mantra | -0.63% | 8.59% | 24.28% | 53.88% | 18.11% | 21.76% | - | - | 18.60% |
Nifty 500 | 0.86% | 4.49% | 17.40% | 40.16% | 17.85% | 19.30% | - | - | 19.98% |
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 6M | 283.64 | Nifty 500 | 18.60% | 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 | 14.85% | 10.52% | 69.09% | 25.37% | 0.62 | 10.61% | 4.73 | 1.65% | 0.15 | 56.36 % |
Nifty 500 | 7.52% | 7.33% | 14.85% | 0.76 | -1.19% | -0.12 | 52.73 % | |||
Nifty Midcap 100 | -9.42% | 3.34% | -6.08% | 0.62 | -9.67% | -0.78 | 38.18 % | |||
Nifty Smallcap 100 | -15.29% | -0.49% | -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 | 64.73 |
Mid Cap | 13.36 |
Small Cap | 11.88 |
Cash | 10.03 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book a call with our PMS AIF SpecialistsDisclaimer
#Returns as of 31 Mar 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.