Wealth Mantra Fund

Equity

Turtle Wealth Management Pvt. Ltd.

1 Month

+4.93%

6 Months

+2.72%

1 Year

+22.88%

3 Years

+20.47%

5 Years

+15.12%

Since Inception

+17.02%

AUM

₹279 Cr

Risk & Performance (vs NIFTY 500)

Volatility

15.13%

Sharpe Ratio

1.16

Sortino Ratio

1.06

Max Drawdown

-18.68%

Beta

0.86

Alpha

+10.66%

Information Ratio

0.96

Tracking Error

8.47%

Calmar Ratio

1.31

Up Capture

103.8%

Down Capture

43.3%

Win Rate

70.7%

Best Month

+8.78%

Worst Month

-11.85%