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
Trailing Performance
| 1yr | 3yr | 5yr | Since Inception | |
|---|---|---|---|---|
| Turtle Wealth Wealth Mantra | -3.9 | 14.2 | 18 | 15.3 |
| S&P BSE 500 | 4.5 | 13.7 | 22.2 | 17.7 |
| Alpha over Broad Mkt BM | -8.4 | 0.5 | -4.2 | -2.4 |
Performance as of: 30-Apr-25 | Inception Date: 30-Sep-19
Fund Managers
Fee Structure
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