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.

Turtle Wealth - 212 Growth Mantra

Turtle Wealth Management Pvt Ltd
Multi Cap AND Flexi Cap

93
Out of 136*
Compare
Share

Portfolio age5 years, 8 months

2.42%

-0.17%

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

TRAILING PERFORMANCE

(As on 31/05/2026)

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

PERFORMANCE

Calendar YearFinancial Year

No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)

CASH AND EQUIVALENT (20.86%)

Allocation by Market Cap

Small Cap (49.55%)

Mid Cap (8.05%)

Large Cap (5.47%)

Sector Holdings

Healthcare19.46%
Capital Goods18.6%
Commodity10.03%
Financial Services8.05%
Automobile and Auto Components7.33%

Stock Holdings

Cash & Cash Equivalents20.86%
Nippon India Silver ETF10.03%
Acutaas Chemicals Limited8.9%
TD Power Systems Ltd7.36%
Metal ETF6.03%

PORTFOLIO MANAGERS

Rohan Mehta

Manager Rank25 Out of 185
i
Rank is based on 3-year return
Schemes Managed3
Total AUM476.31
Highest Return In 1 Yr30.04%

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

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Profit Mantra

AUM (₹ Cr)

₹60.36 Cr

Hurdle Rate

No Option

Benchmark

S&P BSE 500 TRI

FUND SUMMARY

AUM (₹ Cr)

162.56

(As on May, 2026)

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

Time Weighted Rate of Return

FEE 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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INVESTMENT 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.