Turtle Wealth Wealth Mantra
Our view on the fund, the AMC, the strategy, the performance & the investment team.
IME's Review of Turtle Wealth Wealth Mantra
| Fund Rating | Strategy Rating | Performance Rating |
|---|---|---|
Upgrade | Upgrade | Upgrade |
View on the Fund
This scheme is currently not under our coverage universe.
Strategy
Technology sector tracking
Fund's Strategy View
The Turtle Wealth Wealth Mantra fund focuses on a diversified portfolio of stocks, bonds, and other securities with a long-term investment horizon. The fund aims to achieve consistent returns by investing in high-quality assets and actively managing risk.
Fund Performance
The fund has outperformed peers & is amongst the top performing schemes in this category in the last 5 year trailing returns.
Trailing Performance
| 1yr | 3yr | 5yr | Since Inception | |
|---|---|---|---|---|
| Turtle Wealth Wealth Mantra | 28 | 25.7 | 20.9 | 18.3 |
| S&P BSE 500 | 6.5 | 15 | 15 | 16.4 |
| Alpha over Broad Mkt BM | 21.5 | 10.7 | 5.9 | 1.9 |
Performance as of: 31-Jan-26 | Inception Date: 30-Sep-19 | Performance are post-fees, pre-taxes. Global funds denominated in USD or fund currency.
Investment team
Rohan Mehta | 3-star rated FM
CEO & Fund Manager | 18 yrs Experience | 15 yrs at current firm
Past Experience: Research Head (Jainam Share Consultants Pvt Ltd)
Rohan Mehta is the CEO and Fund Manager of Turtle Wealth Management. He is the author of 212 Degree the Complete Trader. He is an MBA graduate with almost 15 years of experience in the markets and is a well recognised equity investor in Gujarat.
IME's Review of Turtle Wealth PMS
| AMC Rating | Pedigree Rating | Team Rating | Philosophy Rating |
|---|---|---|---|
Upgrade | Upgrade | Upgrade | Upgrade |
View on AMC
Turtle Wealth PMS is currently not on our coverage list.
AMC's Pedigree
AMC Team
Investment Philosophy
Turtle Wealth 212 Wealth Mantra- Investment Strategy
Turtle Wealth 212 Wealth Mantra is a multi-cap strategy. Invests in 15 stocks with a mix of growth and compounders. Stock selected based on PPP formula (Price, profits, and people) with a maximum downside limiting to 18% of the invested value in the basis of:- Horizontal Growth
- Moat in Business
- High on Corporate Governance
- Lowest to 0 Debt/Equity
- Least possibility of Disruption
- High Entry Barriers in Business
- Consistent Track Record
- Growth Potential
Experience the benefits of working with a 'research-first' investments firm
Free 15-Day Trial of IME RMS App
Get complimentary access to the revolutionary IME RMS App (direct access to IME's central team insights across 1000's of MFs, PMSs, AIFs & Global funds - a first in the industry).
Additionally, a dedicated private banker will help build your financial plan, investment mandate & undertake a comprehensive portfolio review for free.
