Turtle Wealth - 212 Wealth Mantra

Turtle Wealth Management Pvt Ltd
MULTI CAP AND FLEXI CAP

83

Out of 111*
Compare
Share

Portfolio age 5 years, 6 months

-7.11%

-7.74%

Hurdle Rate** 0.00%

Fixed fee 2.00%

Min. Investment ₹50 Lac

*Ranking of the scheme in the peer group is based on its return for the longest period available

**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 28/02/2025)

Compare the performance of the PMS scheme against benchmark across different time periods.

DETAILED PORTFOLIO

EQUITY (70.96%)

CASH AND EQUIVALENT (20.7%)

OTHERS (8.33%)

Allocation by Market Cap

Small Cap (12.1%)

Large Cap (45.24%)

Mid Cap (13.62%)

Sector Holdings

Financial Services 26.55%
Automobile and Auto Components 14.52%
Construction 7.02%
Consumer Services 5.27%
Metals & Mining 5.20%

Stock Holdings

Undisclosed

PORTFOLIO MANAGERS

Rohan Mehta

Manager Rank 86 Out of 157
i
Rank is based on 3-year return
Schemes Managed 3
Total AUM Undisclosed
Highest Return In 1 Yr -3.23%

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.

Other Schemes

1M 3M 6M 1Y 3Y 5Y

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Grid

Turtle Wealth - 212 Wealth Mantra

AUM (₹ Cr)

UNDISC.

Hurdle Rate

No Option

Benchmark

S&P BSE 500 TRI

FUND SUMMARY

AUM (₹ Cr)

UNDISC. (As on Feb, 2025)

Inception Date

Sep 30, 2019

Min. Investment

₹50 Lac

SIP Option

Not Available

STP Option

Not Available

Exit Load

Exit load is 0%

Reporting Structure

TWRR Pooled

Time Weighted Rate of Return

Fee Structure

Fixed Fee

2.00%

Variable Fee

No Option

Hurdle Rate

No Option

Profit Sharing

Profit Sharing Model available for 1 Cr investment

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Investment Philosophy

Objective

Endeavour to consistently generate ALPHA by investing in India’s Turnaround Businesses where Leadership & Growth are in common with Turtle’s QUANT-Based Investment Process.

Investment Approach

Our investment decisions are guided by Turtle’s QUANT Based Investment Process, focusing on data rather than human bias. We continuously select, allocate, and review investments through our trademark PPP (price, profit, and people) investment process.