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) |
---|---|---|---|
-31.58% | 0.84 | 15.81% | 62.5% |
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 ° Growth Mantra | 4.50% | 17.77% | 19.61% | 49.56% | 13.58% | 14.87% | - | - | 17.08% |
NIFTY 500 | 1.66% | 11.93% | 18.86% | 39.47% | 19.81% | 19.47% | - | - | 25.85% |
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 ° Growth Mantra | Mid & Small Cap | Rohan Mehta | 18 October 2020 | 3Y 5M | 173.36 | NIFTY 500 | 17.08% | 18 | 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 | 14.79% | -10.78% | 62.5% | 4.01% | 0.96 | 15.81% | 1.29 | -8.54% | -0.58 | 42.50 % |
Nifty 500 | 10.66% | -12.39% | -1.73% | 0.99 | -11.40% | -0.88 | 35.00 % | |||
Nifty Midcap 100 | -5.20% | -17.33% | -22.53% | 0.95 | -22.37% | -1.90 | 32.50 % | |||
Nifty Smallcap 100 | -10.54% | -21.04% | -31.58% | 0.84 | -20.48% | -1.99 | 27.50 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
Holding | % |
---|
Sector Allocation
Holding | % |
---|---|
Infrastructure | 15.23 |
Capital Goods | 14.45 |
Automobile | 12.45 |
Logistics | 11.45 |
BFSI | 7.02 |
Metals | 6.60 |
Electric Equipment | 5.63 |
Power | 4.56 |
Oil & Gas | 4.21 |
Textiles | 3.77 |
Indistrial Machinery | 3.46 |
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 10.80 |
Mid Cap | 24.22 |
Small Cap | 54.39 |
Cash | 10.59 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book a call with our PMS AIF SpecialistsDisclaimer
#Returns as of 29 Feb 2024. 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 23.