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) |
|---|---|---|---|
| 32.26% | 0.75 | 13.86% | 70.37% |
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 | -0.25% | 11.36% | 9.73% | 25.18% | 5.50% | 20.37% | 10.54% | - | 15.22% |
| S&P BSE 500 | 1.73% | 12.10% | -3.53% | -1.96% | 1.52% | 12.53% | 12.20% | - | 17.58% |
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 | Multi Cap & Flexi Cap | Mr. Rohan Mehta | 18 October 2020 | 5Y 9M | 166.26 | S&P BSE 500 | 15.22% | 17 | NA |
| 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 | 6.94% | 29.55% | 70.37% | 36.49% | 0.84 | 13.86% | 2.02 | 7.00% | 0.64 | 58.02 % |
| Nifty 500 | 3.35% | 28.91% | 32.26% | 0.75 | 4.17% | 0.42 | 55.56 % | |||
| Nifty Midcap 100 | -4.07% | 28.2% | 24.13% | 0.62 | -4.03% | -0.34 | 44.44 % | |||
| Nifty Smallcap 100 | 2.35% | 27.85% | 30.20% | 0.46 | -0.91% | -0.06 | 38.27 % | |||
| BSE 500 | 3.81% | 28.93% | 32.74% | 0.75 | 4.41% | 0.45 | 54.32 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 44.22 |
| Mid Cap | 12.95 |
| Small Cap | 16.51 |
| Cash | 26.32 |
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 30th Jun 2026. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of May 26.
