Investment Objective

Endeavour to consistently generate ALPHA by investing in India’s Turnaround Businesses where Leadership & Growth are in common with Turtle’s QUANT-Based Investment Process.

Driven by data, our investment strategy minimizes human bias through a structured, objective process.

Factsheet

Donwload

Investment Theme

Tailored for first-time PMS investors seeking a mature company with moderate volatility and a focus on long-term wealth creation.

We continuously select, allocate, and review investments through our trademark PPP (Price, Profit, and People) investment process.
  • No Market Cap Bias
  • No Sector Bias
  • No Minimum Holding Bias
  • No Model Portfolio Allocation

Market Capitalization​

Large Cap
0 %
Mid Cap
0 %
Small Cap
0 %
Cash & ETF
0 %

Sector wise allocation

No Data Found

Performance Chart

Wealth Mantra PMS Fund VS S&P BSE 500 TRI

No Data Found

Performance Data is as on October, 31 2024. | Figures are inclusive of Fees, Taxes and other charges. | Returns have been calculated using Time Weighted Rate of Return method (TWRR) as prescribed by the SEBI. | Past performance does not guarantee future returns. | Above performance data is not verified by SEBI | SEBI Reg No: INP000006758.

PMS Fund details

Inception Date

September 2019

Category

Flexi Cap Fund

Benchmark

BSE 500 TRI

Minimum Investment

50 Lakhs

Investing Approach

Quant Based

Fund Manager

Mr. Rohan Mehta

Fund Manager

Rohan Mehta

CEO & Fund Manager
  • MBA with 20 Years of Experience in Equity Markets.
  • Proficient in Quant Investing, generated more than 21% CAGR Returns
  • Managing more than 600+ Cr. Funds
  • GOAL: To be GOAT in Quant Investing
  • Author of 212° The Complete Trader
  • Passion: Spirituality, Stocks, Squash & Vision Boards
  • BMI: 23.90
"Don't SELL North, Don't HOLD South, REPLACE East & West!" TM​

Fees Structure

Investment Below 1 Cr.

Fixed 
2% Per Annum on Average Fund Value

Performance
Nil

Investment Above 1 Cr.

Fixed 
1% Per Annum on Average Fund Value

Performance
10% Profit Sharing at every redemption.


* Fixed Fees charged will be adjusted against Profit sharing amount.

Custodian & Auditor

Custodian
Orbis Financial Corporation Ltd.

Auditor
SecMark Consultancy Ltd.