Turtle Wealth - 212 Wealth Mantra

Turtle Wealth Management Pvt Ltd
Multi Cap AND Flexi Cap

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Portfolio age6 years, 11 months

-1.86%

2.19%

Hurdle Rate**Benchmark or 8.00%

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 31/07/2026)

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 Rank Out of 0
i
Rank is based on 3-year return
Schemes Managed0
Total AUMUndisclosed
Highest Return In 1 Yr-Infinity%

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

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*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FUND SUMMARY

AUM (₹ Cr)

261.05

(As on Jul, 2026)

Inception Date

Sep 30, 2019

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

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 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.

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PEER ANALYSIS

1m 3m 6m 1y 3y 5y

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No Data Found!

*Returns less than and equal to 1 year are absolute and returns above one year are annualized

ABOUT AMC

Turtle Wealth Management Pvt Ltd

Turtle Wealth Management Pvt Ltd manages assets worth Rs 939.81 crores. Its current offering of PMS schemes includes

AUM (₹ cr)

939.81 (As on Jul, 2026)

Number of Schemes

Schemes From This AMC

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No Data Found!

*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FAQs

What is the hurdle rate of Turtle Wealth - 212 Wealth Mantra?

The hurdle rate of Turtle Wealth - 212 Wealth Mantra is Benchmark or 8.00%.

What is the fixed fee charged in Turtle Wealth - 212 Wealth Mantra ?

The fixed fee charged in Turtle Wealth - 212 Wealth Mantra is 2.00%.

What is the variable fee charged in Turtle Wealth - 212 Wealth Mantra ?

The variable fee charged in Turtle Wealth - 212 Wealth Mantra is 0.20% or 0.00%.

What is the profit sharing in Turtle Wealth - 212 Wealth Mantra ?

The profit sharing in Turtle Wealth - 212 Wealth 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..

What is the minimum investment in Turtle Wealth - 212 Wealth Mantra ?

The minimum investment in Turtle Wealth - 212 Wealth Mantra is ₹50 Lacs

What type of scheme is Turtle Wealth - 212 Wealth Mantra?

Turtle Wealth - 212 Wealth Mantra is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.

What is the inception date of Turtle Wealth - 212 Wealth Mantra?

The inception date of Turtle Wealth - 212 Wealth Mantra is Sep 30, 2019.

What is the exit load of Turtle Wealth - 212 Wealth Mantra?

Exit load is 0%