Turtle Wealth 212° Wealth Mantra


Key Portfolio Attributes

Inception Date: 30 Sept 2019

Number of Stocks: Max 18

Fund Manager Name: Mr. Rohan Mehta

Fund Manager Qualification: Mr. Mehta is an MBA. Author of 212° The Complete Trader

Fund Manager Experience: 15 Years

Investment Objective

To achieve steady, low volatility returns by investing across sectors and asset classes. The strategy is based on Tactical & Dynamic Asset Allocation. This replicates the India Super 50 Portfolio, with the additional overlay of multiple asset classes like fixed income, oil and gold. This ensures a high return profile, but with significantly low volatility.

Investment Strategy

A Multi-Cap Fund – 212° Wealth Mantra fund has one of the most Unique Stock Selection strategies i.e. P.P.P. Price, Profits, People.

Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Turtle Wealth Management Pvt. Ltd.- 212 ° Wealth Mantra7.09%7.85%34.23%55.80%24.59%23.09%0.00%0.00%20.02%
Nifty 5003.44%6.05%25.01%38.63%20.20%20.46%0.00%0.00%20.48%

QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
LARSEN & TOUBRO LTD. 9.74
MAHINDRA & MAHINDRA LTD. 9.10
STATE BANK OF INDIA 8.80
POWER GRID CORPORATION OF INDIA LTD. 7.94
JINDAL STAINLESS LTD. 7.19

Sector Allocation


Holding %
Automobile 18.88
BFSI 17.03
IT Services 13.90
Diversified 11.85
Metals 10.47
Infrastructure 7.72
Sugar 5.35
Chemical 2.10

Market Cap Allocation


Allocations %
Large Cap 62.63
Mid Cap 14.46
Small Cap 13.06
Cash 9.85

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Disclaimer

#Returns as of 30 Apr 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.

*QRC Report Card data is updated quarterly. Current data is as of Mar 24.


Do Not Simply Invest, Make Informed Decisions

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