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
Portfolio0.8%12.4%4.8%10.2%33.1%---33.1%
NIFTY 5004.0%5.2%4.3%2.2%26.9%---26.6%



Portfolio Holdings


Holding %

Sector Allocation


Holding %

Market Cap Allocation


Allocations %
Large Cap 4.6
Mid Cap 25.2
Small Cap 60.2
Cash 9.9


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 Oct 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.




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Do Not Simply Invest, Make Informed Decisions