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 Mantra5.8%2.0%0.3%0.2%9.6%15.2%--11.2%
Nifty 5004.5%1.9%-1.3%3.0%10.9%23.8%--14.4%

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 %
IT Services 12.32
BFSI 12.14
Diversified 11.56
Chemicals 9.76
Infrastructure 9.29
Automibile 8.84
Metals 8.60
Sugar 8.16
Fertilizers 4.43
Packaging 2.68

Market Cap Allocation


Allocations %
Large Cap 55.9
Mid Cap 0.0
Small Cap 27.6
Cash 16.5

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 2023. 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 23.


Do Not Simply Invest, Make Informed Decisions