Turtle Wealth 212° Wealth Mantra


Key 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
Portfolio-3.8%-2.7%-0.8%19.9%23.6%---15.7%
Nifty 500-0.7%-0.9%-2.0%19.6%35.8%---19.2%



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
Tata Chemicals Ltd. 8.31
Jubilant Foodworks Ltd. 7.80
Info Edge (India) Ltd. 7.57
Indiamart Intermesh Ltd. 6.92
SRF Ltd. 6.82
Tata Consultancy Services Ltd. 6.04
Pidilite Industries Ltd. 5.42
ICICI Lombard General Insurance Company Ltd. 5.20
Asian Paints Ltd. 5.11
Nestle India Ltd. 5.05
Top 10 Equity Holdings 64.24

Sector Allocation


Holding %
Diversified 4.67
Metals 4.75
Paints/Varnishes 5.15
Transport & Tourism 5.45
Sugar 5.81
BFSI 7.42
Infrastructure 8.36
Food & Beverage 12.16
Information Technology Services 18.10
Chemical 21.43

Market Cap Allocation


Allocations %
Large Cap 69.4
Mid Cap 7.6
Small Cap 16.2
Cash 6.9

Disclaimer

#Returns as of 30 Apr 2022. 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 22.



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