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Turtle Wealth Management Pvt Ltd
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
9 August 2021
Min. Investment
₹5,00,00,000
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

We construct customized investment portfolios designed to align with individual client objectives. Our investment strategy is underpinned by Turtle's quantitative framework, emphasizing data-driven decision-making to mitigate subjective influences. We employ a proprietary PPP (price, profit, and people) methodology for the ongoing selection, allocation, and evaluation of investments.

Investment Objective

The investment strategy of Turtle aims to consistently generate alpha through the construction of tailored portfolios. This is achieved by identifying and investing in established and emerging companies exhibiting a distinct turnaround characteristic, a core element of Turtle's quantitative investment methodology.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH 1.86% -0.24% 2.10%
3 MONTHS 10.41% 5.02% 5.39%
6 MONTHS 11.47% 1.63% 9.84%
1 YEAR 9.45% 7.63% 1.82%
2 YEAR 24.38% 11.65% 12.73%
3 YEAR 25.64% 16.41% 9.23%
SINCE INCEPTION 21.74% 14.01% 7.73%

Calendar Year Performance

Year Return
CY 2025 9.45%
CY 2024 41.35%

Financial Year Performance

Year Return
FY 26_YTD 8.86%
FY 25 2.86%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Rohan Mehta

Fund Manager

Rohan Mehta serves as the Chief Executive Officer and Portfolio Manager at Turtle Wealth. With a distinguished 17-year tenure in the equity markets, he spearheads the firm's commitment to investment performance. Mr. Mehta holds an MBA and possesses substantial expertise in quantitative investing, having consistently delivered a compound annual growth rate (CAGR) exceeding 21% on assets under his management. Turtle Wealth oversees an investment corpus of over Rs 600 crore, utilizing sophisticated investment methodologies designed to achieve an optimal balance between risk and return. Mr. Mehta's distinctive approach, characterized by innovative strategies and a deliberate focus on mitigating cognitive biases, has positioned him as a prominent professional within the financial industry. Further contributing to his thought leadership, Mr. Mehta is the author of "212°: The Complete Trader," a definitive resource for advanced trading techniques. His professional pursuits are further enriched by personal interests in spirituality, the capital markets, squash, and the practice of vision boarding.

Portfolio Details

Portfolio Composition

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

Top 5 Holdings

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Top 5 Sectors

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Portfolio Characteristics

total number of stocks
20
top 5 stocks percent
N/A
top 5 sectors percent
N/A
average market cap
92100
portfolio age
4 Yrs, 4 Months
sip
Not Available
stp
Not Available

Fee Structure

Fixed Fee

AMC: 2%

Variable Fee

AMC: No Option

Hurdle: No Option

Profit Sharing: Fixed fee at 1.00 % per annum on AUM or 10% Profit sharing at the End of the Contract,

Exit Load

Year 1: 0%

Year 2: 0%

Year 3: 0%

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)