Growth Mantra PMS

Core Purpose of the Fund

“Endeavour to create 10x Wealth in 10 Years with a CAGR of 25%+ by investing in Fastest Growing Companies of India, with a bottom-up approach & Robust Risk Management System.”
MEET your Portfolio Manager:

Rohan Mehta

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Answering the 5 Questions

As per our PPP Process we buy Companies which are Turn around Stories with High Growth with outstanding business and Meeting management this is what we follow religiously:

– ATH Price

– ATH Profits

– Meeting Management

We buy when all the 3 PPPs Collaborate with each other.

We buy 15 Stocks, Allocation is decided on our Turtle Risk Management System, we do not invest lesser than 4% and more than 6% in the 1st phase of a stock Investments.

Maximum Investment Money stock is 10% and we don’t Often Trim our Portfolio.

We believe in 50% of Top 5 Stock, Next 30% in Next 5 Stock & Last 20% in last 5 Stocks.

 

We decide Exit before we enter a stock, there are 3 types of Exit we prepare for

 

1. Price wise exit, Known as Happy Loss

2. Business wise exit, deciding when to exit as per the stock business and growth

3. Non-Performance Exit: Exiting if stock is not performing and not correcting

We Scale up and give more allocation to the performer stock, as per the company improves the performance in PPP Process

Investment Process

Turtle Stock Selection Process

All time high stock after a long consolidation All time high stock after a long consolidation
All time high stock after a long consolidation
All time high profits All time high profits
All time high profits
All time high out performance to Nifty 500 All time high out performance to Nifty 500
All time high out performance to Nifty 500
Value > Price Value > Price
Value > Price
Turnaround in businesses Turnaround in businesses
Turnaround in businesses

Know more about the fund and its performance, refer the documents:

 

For more information kindly schedule a call with us.

Wealth Mantra v/s Growth Mantra

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