Turtle Wealth Management 212 ° Growth Mantra


Key Portfolio Attributes

Inception Date: 18 Oct 2020

Number of Stocks: Up to 18 stocks

Fund Manager Name: Mr. Rohan Mehta

Fund Manager Qualification: MBA. Author of 212° The Complete Trader.

Fund Manager Experience: 15+ Years

Investment Objective

The investment objective of Turtle Wealth Management 212 ° Growth Mantra is to invest in growth trajectory companies which are entering in new positive trend with the combination of Price and Profits together.

Investment Strategy

The Proposed Strategy of the Growth Mantra Fund is investing up to 18 Stocks with Mix of Growth and Compounders, Stock Selection based on P.P.P. formula (Price, Profits & People), with the best-in-Class Risk Management System.

Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return

QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

imageBook a call with our PMS AIF Specialists

Disclaimer

#Returns as of 31 August 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 Jun 23.


Related Investment(s)

Do Not Simply Invest, Make Informed Decisions