The investment objective of Turtle Wealth Management 212 ° Growth Mantra is to invest in growth trajectory companies which are entering in new positive trend with the combination of Price and Profits together.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -5.66% | 0.79 | 21.31% | 58.93% |
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.- Growth Mantra | 3.62% | 7.40% | -5.18% | -11.09% | 18.03% | 15.57% | - | - | 13.21% |
| BSE 500 TRI | 3.68% | 10.77% | 5.91% | 5.12% | 20.56% | 21.69% | - | - | 22.21% |
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.- Growth Mantra | Mid & Small Cap | Rohan Mehta | 18 October 2020 | 4Y 9M | 183 | BSE 500 TRI | 13.21% | 20 | 11 |
| 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 | 2.16% | -18.78% | 58.93% | -16.62% | 1.19 | 21.31% | -0.59 | -6.71% | -0.46 | 44.64 % |
| Nifty 500 | 2.15% | -16.04% | -13.89% | 1.16 | -8.98% | -0.72 | 37.50 % | |||
| Nifty Midcap 100 | -4.02% | -11.35% | -15.37% | 0.96 | -17.28% | -1.48 | 35.71 % | |||
| Nifty Smallcap 100 | -0.09% | -5.57% | -5.66% | 0.79 | -13.89% | -1.26 | 32.14 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|---|
| Infra & Logistic | 17.73 |
| Oil & Gas | 11.59 |
| Capital Goods | 8.81 |
| Power | 6.80 |
| Metals | 5.30 |
| Automobile | 5.21 |
| Realty | 4.77 |
| IT services | 4.73 |
| BFSI | 4.09 |
| Pharmaceuticals | 3.59 |
| Cash & ETF | 27.39 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 2.98 |
| Mid Cap | 15.13 |
| Small Cap | 63.17 |
| Cash | 18.72 |
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 June 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.
