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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.

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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

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

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Wealth Mantra PMS Fund vs S&P BSE 500 TRI

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Wealth Mantra PMS Fund VS S&P BSE 500 TRI

No Data Found

Performance Data is as on March 31, 2025 . | 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.

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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

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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​

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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.

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Option 1 – Fixed Fees

2% Fixed Management Fees on
Average Net Asset Value

Option 2 – Hybrid Fee Model

Fixed Fees at 1.00 % per annum on AUM and 10% Profit sharing above the Hurdle Rate of 10% on every anniversary date subject to High Water Mark.

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PMS Fees Calculator
PMS Fees Illustration
Custodian & Auditor

Custodian
Orbis Financial Corporation Ltd.

Auditor
SecMark Consultancy Ltd.