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
Turtle Wealth Management Pvt. Ltd.- 212 ° Growth Mantra0.08%10.96%20.02%53.23%7.52%14.93%--16.66%
NIFTY 5000.86%4.49%17.40%40.16%17.85%19.30%--25.45%

QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %

Sector Allocation


Holding %
Infrastructure 15.23
Capital Goods 14.45
Automobile 12.45
Logistics 11.45
BFSI 7.02
Metals 6.60
Electric Equipment 5.63
Power 4.56
Oil & Gas 4.21
Textiles 3.77
Indistrial Machinery 3.46

Market Cap Allocation


Allocations %
Large Cap 10.35
Mid Cap 25.23
Small Cap 51.37
Cash 13.05

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 Mar 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 Dec 23.


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