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) |
---|---|---|---|
10.66% | 0.89 | 13.59% | 69.23% |
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 | 1.35% | 17.19% | 27.82% | 57.22% | 21.70% | 21.49% | - | - | 19.16% |
Nifty 500 | 1.66% | 11.93% | 18.86% | 39.47% | 19.81% | 19.47% | - | - | 20.17% |
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 5M | 283.64 | Nifty 500 | 19.16% | 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 | 11.69% | 4.71% | 69.23% | 16.40% | 0.92 | 13.59% | 2.41 | 0.21% | 0.02 | 55.77 % |
Nifty 500 | 7.56% | 3.1% | 10.66% | 0.89 | -2.39% | -0.24 | 53.85 % | |||
Nifty Midcap 100 | -8.76% | -1.38% | -10.14% | 0.73 | -11.44% | -0.90 | 36.54 % | |||
Nifty Smallcap 100 | -13.69% | -5.5% | -19.19% | 0.72 | -9.66% | -0.60 | 30.77 % |
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 | 57.36 |
Mid Cap | 13.14 |
Small Cap | 18.93 |
Cash | 10.57 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book a call with our PMS AIF SpecialistsDisclaimer
#Returns as of 29 Feb 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 Dec 23.