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) |
---|---|---|---|
-16.53% | 0.51 | 11.68% | 65.12% |
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 | -2.05% | 5.03% | 24.32% | 49.21% | 28.99% | 14.50% | - | - | 20.88% |
BSE 500 TRI | 2.09% | 7.65% | 20.20% | 41.11% | 28.75% | 18.40% | - | - | 27.70% |
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 0M | 240 | BSE 500 TRI | 20.88% | 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 | 19.81% | 4.81% | 65.12% | 24.62% | 0.52 | 11.68% | 4.23 | -5.32% | -0.36 | 44.19 % |
Nifty 500 | 11.89% | 2.21% | 14.10% | 0.72 | -8.48% | -0.66 | 37.21 % | |||
Nifty Midcap 100 | -4.15% | -2.68% | -6.83% | 0.67 | -18.52% | -1.55 | 37.21 % | |||
Nifty Smallcap 100 | -11.72% | -4.81% | -16.53% | 0.51 | -15.56% | -1.42 | 32.56 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
Holding | % |
---|---|
BIGBLOC CONSTRUCTION LTD | 15.25 |
VOLTAMP TRANSFORMERS LTD. | 8.43 |
OIL INDIA LTD. | 8.36 |
BEML LTD. | 6.70 |
THE GREAT EASTERN SHIPPING COMPANY LIMITED | 5.52 |
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 | 5.06 |
Mid Cap | 20.57 |
Small Cap | 61.30 |
Cash | 13.07 |
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 30 Sep 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 Mar 24.