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Turtle Wealth - 212 Growth Mantra
Turtle Wealth - 212 Growth Mantra

Turtle Wealth - 212 Growth Mantra

  • Turtle Wealth Management Pvt Ltd
  • Multi Cap AND Flexi Cap
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Portfolio age5 years, 2 months
-0.97%
-2.71%
Hurdle Rate**10.00%
Fixed fee2.00%
Min. Investment₹50 Lacs
*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

bt_logoTRAILING PERFORMANCE

(As on 31/07/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (11.94%)
Allocation by Market Cap
Small Cap (62.01%)
Mid Cap (14.71%)
Large Cap (2.84%)
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

No data found

bt_logoFUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Jul, 2025)
Inception Date
Oct 18, 2020
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 0%
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

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.
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bt_logoINVESTMENT PHILOSOPHY

Objective

Endeavour to consistently generate ALPHA by investing in Turnaround Business where Emerging Leadership & Growth are in common through 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.

bt_logoCalculators

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Strategic Opportunities Series 1
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 259
Fixed Fee
No Option
Scheme Return
7.96%
Benchmark Return
0.96%
Turtle Wealth - 212 Wealth Mantra
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 259
Fixed Fee
2.00%
Scheme Return
4.25%
Benchmark Return
0.96%
Asit C Mehta - ACE - Multicap
AUM (₹ Cr)
₹146.61 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 259
Fixed Fee
2.50%
Scheme Return
3.81%
Benchmark Return
0.96%
Asit C Mehta - ACE - 15
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 259
Fixed Fee
2.50%
Scheme Return
3.35%
Benchmark Return
0.96%
Flexicap Fundamental Opportunities
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 259
Fixed Fee
2.50%
Scheme Return
3.3%
Benchmark Return
0.96%
AlfAccurate Advisors - AAA Focus Plan
AUM (₹ Cr)
₹12.43 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
6 Out of 259
Fixed Fee
2.50%
Scheme Return
3.11%
Benchmark Return
0.96%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Turtle Wealth Management Pvt Ltd
Turtle Wealth Management Pvt Ltd manages assets worth Rs 724.52 crores. Its current offering of PMS schemes includes 2 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

724.52 (As on Nov, 2025)

Number of Schemes

2
Schemes From This AMC
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  • Grid
Compare
Turtle Wealth - 212 Wealth Mantra
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
2 Out of 259
Fixed Fee
2.00%
Scheme Return
4.25%
Benchmark Return
0.96%
Profit Mantra
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
41 Out of 259
Fixed Fee
2.00%
Scheme Return
1.78%
Benchmark Return
0.96%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Turtle Wealth - 212 Growth Mantra?
The hurdle rate of Turtle Wealth - 212 Growth Mantra is 10.00%.
What is the fixed fee charged in Turtle Wealth - 212 Growth Mantra ?
The fixed fee charged in Turtle Wealth - 212 Growth Mantra is 2.00%.
What is the variable fee charged in Turtle Wealth - 212 Growth Mantra ?
The variable fee charged in Turtle Wealth - 212 Growth Mantra is 1.00%.
What is the profit sharing in Turtle Wealth - 212 Growth Mantra ?
The profit sharing in Turtle Wealth - 212 Growth Mantra is 10% Profit sharing above the hurdle rate of 10% on every anniversary date subject to High water mark..
What is the minimum investment in Turtle Wealth - 212 Growth Mantra ?
The minimum investment in Turtle Wealth - 212 Growth Mantra is ₹50 Lacs
What type of scheme is Turtle Wealth - 212 Growth Mantra?
Turtle Wealth - 212 Growth Mantra is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Turtle Wealth - 212 Growth Mantra?
The inception date of Turtle Wealth - 212 Growth Mantra is Oct 18, 2020.
What is the exit load of Turtle Wealth - 212 Growth Mantra?
Exit load is 0%

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