What is the hurdle rate of Profit Mantra?

The hurdle rate of Profit Mantra is Benchmark or 8.00%.

What is the fixed fee charged in Profit Mantra ?

The fixed fee charged in Profit Mantra is 2.00%.

What is the variable fee charged in Profit Mantra ?

The variable fee charged in Profit Mantra is 0.20% or 0.00%.

What is the minimum investment in Profit Mantra ?

The minimum investment in Profit Mantra is ₹5 Crs

What type of scheme is Profit Mantra?

Profit Mantra is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.

What is the inception date of Profit Mantra?

The inception date of Profit Mantra is Aug 09, 2021.

Profit Mantra

Q: What is the profit sharing in Profit Mantra ?

The profit sharing in Profit Mantra is 20% Profit sharing above the benchmark on every anniversary date subject to High water mark or 20% Profit sharing above the hurdle rate of 8% on every anniversary date subject to High water mark..

Turtle Wealth Management Pvt Ltd
Multi Cap AND Flexi Cap

15
Out of 198*
Compare
Share

Portfolio age5 years

-1.94%

2.19%

Hurdle Rate**Benchmark or 8.00%

Fixed fee2.00%

Min. Investment₹5 Crs

*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 31/07/2026)

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

PERFORMANCE

Calendar YearFinancial Year

No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)

Allocation by Market Cap

Undisclosed

Sector Holdings

Undisclosed

Stock Holdings

Undisclosed

PORTFOLIO MANAGERS

Rohan Mehta

Manager Rank15 Out of 198
i
Rank is based on 3-year return
Schemes Managed3
Total AUMUndisclosed
Highest Return In 1 Yr24.07%

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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Turtle Wealth - 212 Growth Mantra

AUM (₹ Cr)

UNDISC.

Hurdle Rate

Benchmark or 8.00%

Benchmark

S&P BSE 500 TRI

FUND SUMMARY

AUM (₹ Cr)

UNDISC.

(As on Jul, 2026)

Inception Date

Aug 09, 2021

Min. Investment

₹5 Crs

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

0.20% or 0.00%

Hurdle Rate

Benchmark or 8.00%

Profit Sharing

20% Profit sharing above the benchmark on every anniversary date subject to High water mark or 20% Profit sharing above the hurdle rate of 8% on every anniversary date subject to High water mark.

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INVESTMENT PHILOSOPHY

Objective

Endeavour to consistently generate ALPHA by creating bespoke portfolios & investing in current & emerging leaders with a turnaround factor in common through Turtle’s quant-based investing process

Investment Approach

We create bespoke portfolios, tailoring each investment to meet specific client needs. 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.