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) |
|---|---|---|---|
| -8.85% | 0.87 | 15.04% | 67.65% |
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.- Wealth Mantra | 5.45% | 11.39% | -3.57% | -1.70% | 25.47% | 18.76% | 19.62% | 0.00% | 16.17% |
| BSE 500 TRI | 3.54% | 14.65% | 0.62% | 8.54% | 20.91% | 18.16% | 25.12% | 0.00% | 18.12% |
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.- Wealth Mantra | Multi Cap | Mr. Rohan Mehta | 30 September 2019 | 5Y 9M | 288 | BSE 500 TRI | 16.17% | 15 | 9 |
| 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 | 9.87% | -21.45% | 67.65% | -11.58% | 0.89 | 15.04% | -0.50 | 0.11% | 0.01 | 51.47 % |
| Nifty 500 | 10.47% | -19.32% | -8.85% | 0.87 | -2.09% | -0.22 | 50.00 % | |||
| Nifty Midcap 100 | 5.33% | -15.66% | -10.33% | 0.71 | -9.53% | -0.81 | 41.18 % | |||
| Nifty Smallcap 100 | 11.11% | -11.73% | -0.62% | 0.56 | -6.54% | -0.43 | 35.29 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| MAHINDRA & MAHINDRA LTD. | 9.15 |
| SILVERBEES | 8.12 |
| STATE BANK OF INDIA | 6.99 |
| LARSEN & TOUBRO LTD. | 6.73 |
| INTERGLOBE AVIATION LTD | 5.54 |
| MUTHOOT FINANCE LTD. | 5.18 |
| BLS INTERNATIONAL SERVICES LTD | 4.99 |
| JINDAL STAINLESS LTD. | 4.68 |
| SHRIRAM FINANCE LTD | 4.45 |
| BAJAJ FINANCE LIMITED | 4.15 |
| GILLETTE INDIA LTD. | 3.89 |
| OIL AND NATURAL GAS CORPORATION LTD | 3.69 |
| NIPPON LIFE INDIA ASSET MANAGEMENT LTD | 3.53 |
| CENTRAL DEPOSITORY SERVICES (INDIA) LIMITED | 2.92 |
Sector Allocation
| Holding | % |
|---|---|
| BFSI | 22.22 |
| Automobile | 15.62 |
| Diversified | 7.45 |
| IT services | 6.38 |
| Metals | 5.47 |
| FMCG | 4.26 |
| Aviation | 4.09 |
| Oil & Gas | 4.06 |
| Cash & ETF | 30.46 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 39.47 |
| Mid Cap | 19.39 |
| Small Cap | 13.67 |
| Cash | 27.46 |
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 May 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 Apr 25.
