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) |
|---|---|---|---|
| 6.06% | 1.02 | 17.91% | 65.12% |
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 | 5.8% | 2.0% | 0.3% | 0.2% | 9.6% | 15.2% | - | - | 11.2% |
| Nifty 500 | 4.5% | 1.9% | -1.3% | 3.0% | 10.9% | 23.8% | - | - | 14.4% |
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 | 3Y 7M | 250 | Nifty 500 | 11.2% | 18 | 10 |
| 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 | -1.12% | 5.52% | 65.12% | 4.40% | 1.05 | 17.91% | 0.01 | 1.41% | 0.12 | 53.49 % |
| Nifty 500 | -1.11% | 7.17% | 6.06% | 1.02 | 0.45% | 0.04 | 55.81 % | |||
| Nifty Midcap 100 | -7.24% | 9.89% | 2.65% | 0.90 | -5.69% | -0.42 | 41.86 % | |||
| Nifty Smallcap 100 | 1.56% | 16.06% | 17.62% | 0.81 | -0.57% | -0.03 | 34.88 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| BLS International Service Ltd | 12.32 |
| State Bank Of India | 12.14 |
| Larsen & Toubro Ltd | 11.56 |
| SRF Ltd. | 9.76 |
| Power Grid Corp of India Ltd | 9.29 |
| Top 5 Equity Holdings | 55.07 |
Sector Allocation
| Holding | % |
|---|---|
| IT Services | 12.32 |
| BFSI | 12.14 |
| Diversified | 11.56 |
| Chemicals | 9.76 |
| Infrastructure | 9.29 |
| Automibile | 8.84 |
| Metals | 8.60 |
| Sugar | 8.16 |
| Fertilizers | 4.43 |
| Packaging | 2.68 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 55.9 |
| Mid Cap | 0.0 |
| Small Cap | 27.6 |
| Cash | 16.5 |
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 30 Apr 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 Mar 23.
