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.
Our investment decisions are guided by Turtle’s QUANT Based Investment Process, focusing on data rather than human bias.
We continuously select, allocate, and review investments through our trademark PPP (Price, Profit, and People) investment process.Alongside adhering to the following NO’s for our PMS:
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 August, 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