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) |
|---|---|---|---|
| -0.79% | 0.69 | 16.08% | 61.54% |
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 | -0.37% | -5.25% | -18.90% | -8.95% | 20.32% | 3.78% | 0.00% | 0.00% | 11.86% |
| BSE 500 TRI | 3.18% | 2.15% | -2.77% | 5.70% | 21.05% | 15.16% | 0.00% | 0.00% | 21.20% |
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 | 169 | BSE 500 TRI | 11.86% | 16 | 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 | 9.38% | 4.97% | 61.54% | 14.35% | 0.81 | 16.08% | 1.21 | -3.00% | -0.20 | 46.15 % |
| Nifty 500 | 5.90% | 2.09% | 7.99% | 0.93 | -6.76% | -0.53 | 38.46 % | |||
| Nifty Midcap 100 | -3.16% | 2.46% | -0.70% | 0.86 | -17.15% | -1.44 | 38.46 % | |||
| Nifty Smallcap 100 | -3.06% | 2.27% | -0.79% | 0.69 | -15.76% | -1.40 | 30.77 % | |||
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 | 2.94 |
| Mid Cap | 16.07 |
| Small Cap | 50.15 |
| Cash | 30.84 |
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 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 Dec 24.
