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 | 4.03% | 11.57% | -12.28% | -8.38% | 18.81% | 9.75% | 0.00% | 0.00% | 12.59% |
| BSE 500 TRI | 3.54% | 14.65% | 0.62% | 8.54% | 20.91% | 18.16% | 0.00% | 0.00% | 21.69% |
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 7M | 174 | BSE 500 TRI | 12.59% | 19 | 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 | 1.22% | -17.84% | 58.93% | -16.62% | 1.19 | 21.31% | -0.59 | -6.71% | -0.46 | 44.64 % |
| Nifty 500 | 0.98% | -14.87% | -13.89% | 1.16 | -8.98% | -0.72 | 37.50 % | |||
| Nifty Midcap 100 | -5.68% | -9.69% | -15.37% | 0.96 | -17.28% | -1.48 | 35.71 % | |||
| Nifty Smallcap 100 | -1.57% | -4.09% | -5.66% | 0.79 | -13.89% | -1.26 | 32.14 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| SILVERBEES | 7.97 |
| NAVA LTD | 7.20 |
| OIL INDIA LTD. | 7.17 |
| BIGBLOC CONSTRUCTION LTD | 5.77 |
| GODAWARI POWER & ISPAT LTD. | 5.57 |
| AEGIS LOGISTICS LTD. | 5.16 |
| AMI ORGANICS LTD | 4.77 |
| GREAT EASTERN SHIPPING CO.LTD. | 4.68 |
| ORACLE FINANCIAL SERVICES SOFTWARE LTD. | 4.60 |
| INDIAN BANK | 4.31 |
| GANESH HOUSING CORPORATION LTD. | 4.00 |
| INDIA SHELTER FINANCE CORPORATION LTD | 3.91 |
| TVS MOTOR COMPANY LTD. | 2.94 |
| BEML LTD. | 2.75 |
| AMARA RAJA ENERGY & MOBILITY LTD | 2.58 |
| JUPITER WAGONS LTD | 1.95 |
| NCC LIMITED | 1.79 |
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 | 2.97 |
| Mid Cap | 15.49 |
| Small Cap | 62.53 |
| Cash | 19.03 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF 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.
