Turtle Wealth -Wealth Mantra

EQUITY FLEXI CAP

Investment decisions are guided by a QUANT-based process, focusing on data rather than human bias.

+20.47%

3Y annualised returns

+12.09%

Benchmark returns (S&P BSE 500 Total Return Index)

Launch date

29 Sep '19

Total AUM

₹260.94Cr

Min. investment

₹50,00,000

Benchmark

S&P BSE 500 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity90.5%

Cash9.5%

Equity market cap split

Small Cap43.4%

Large Cap28.2%

Mid Cap18.8%

Min. investment & fees structure

Min. investment for 1st time

SEBI mandates a minimum investment for investing in PMS

₹50,00,000

Exit load

Fee charged on redemption before the completed holding period

0.00%

PMS management

RM
Rohan Mehta
CEO and Portfolio Manager at Turtle Wealth
View details

About

Rohan Mehta is the CEO and Portfolio Manager at Turtle Wealth, bringing 20 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 ₹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.

Experience

Over 20 years of experience in the equity markets.

Investment philosophy

Specializes in quantitative investing and equity markets.

Awards