COMPARE PMS SCHEMES| Category | Multi Cap AND Flexi Cap | ||
|---|---|---|---|
| AUM (₹ cr) | UNDISC. | ||
| Fixed Fee | 2.00% | ||
| Variable Fee | 1.00% | ||
| Hurdle Rate | 10.00% | ||
| Profit Sharing | 10% Profit sharing above the hurdle rate of 10% on every anniversary date subject to High water mark. | ||
| Benchmark | S&P BSE 500 TRI | ||
| Portfolio Age | 6 years, 3 months |
 Rohan Mehta | |||
| Profile | Rohan Mehta is the CEO and Portfolio Manager at Turtle Wealth, bringing 17 years of experience in equity markets to drive investment excellence. An MBA graduate with deep expertise in Quant Investing, he has achieved a compound annual growth rate (CAGR) of over 21% on managed assets. Turtle Wealth manages funds exceeding Rs 600 crore, employing strategic investment approaches that balance risk and reward. Rohan’s innovative strategies and dedication to reducing human bias have distinguished him as a leading figure in the finance sector. In addition to his role at Turtle Wealth, , he is the author of 212°: The Complete Trader, a comprehensive guide to mastering trading strategies. His professional interests are complemented by a passion for spirituality, stock markets, squash, and vision boards. |
| Allocation by Market Cap | Undisclosed | ||
|---|---|---|---|
| Sector Holdings | Undisclosed | ||
| Stock Holdings | Undisclosed |
| Min. Investment | 5000000 | ||
|---|---|---|---|
| SIP Option | Not Available | ||
| STP Option | Not Available | ||
| Exit Load | Exit load is 0% |
