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
Portfolio-3.00%3.50%25.30%9.00%19.70%16.70%--16.30%
Nifty 500-3.10%4.20%15.40%3.00%15.80%16.10%--16.50%



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
BLS International Service Ltd 12.32
State Bank Of India 12.14
Larsen & Toubro Ltd 11.56
SRF Ltd. 9.76
Power Grid Corp of India Ltd 9.29
Top 5 Equity Holdings 55.07

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 60.20
Mid Cap 0.00
Small Cap 27.60
Cash 12.20


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 31 Dec 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 Sep 22.




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Do Not Simply Invest, Make Informed Decisions