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Turtle Wealth Management Pvt Ltd
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
30 September 2019
Min. Investment
₹50,00,000
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

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.

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.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH 2.36% -0.24% 2.60%
3 MONTHS 11.66% 5.02% 6.64%
6 MONTHS 13.63% 1.63% 12.00%
1 YEAR 17.68% 7.63% 10.05%
2 YEAR 18.72% 11.65% 7.07%
3 YEAR 24.33% 16.41% 7.92%
5 YEAR 19.28% 16.82% 2.46%
SINCE INCEPTION 17.88% 17.27% 0.61%

Calendar Year Performance

Year Return
CY 2025 17.68%
CY 2024 19.76%
CY 2023 36.33%
CY 2022 10.50%
CY 2021 31.45%
CY 2020 10.87%
CY 2019 2.88%

Financial Year Performance

Year Return
FY 26_YTD 8.66%
FY 25 3.30%
FY 24 53.88%
FY 23 -8.82%
FY 22 29.63%
FY 21 37.78%
FY 20 -14.77%

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

Fund Managers

Rohan Mehta

Fund Manager

Rohan Mehta is the CEO and Portfolio Manager at Turtle Wealth, bringing 17 years of experience in equity markets to drive investment excellence. An MBA graduate with deep expertise in Quant Investing, he has achieved a compound annual growth rate (CAGR) of over 21% on managed assets. Turtle Wealth manages funds exceeding Rs 600 crore, employing strategic investment approaches that balance risk and reward. Rohan’s innovative strategies and dedication to reducing human bias have distinguished him as a leading figure in the finance sector.In addition to his role at Turtle Wealth, , he is the author of 212°: The Complete Trader, a comprehensive guide to mastering trading strategies. His professional interests are complemented by a passion for spirituality, stock markets, squash, and vision boards.

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
16
top 5 stocks percent
N/A
top 5 sectors percent
N/A
average market cap
210000
portfolio age
6 Yrs, 3 Months
sip
Not Available
stp
Not Available

Fee Structure

Fixed Fee

AMC: 2%

Variable Fee

AMC: 1%

Hurdle: 10%

Profit Sharing: 10%

Exit Load

Year 1: 0%

Year 2: 0%

Year 3: 0%

Disclaimer

* Returns are as on31st December 2025 , * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1

This profile is provided for general informational purposes only and is based on publicly available information. While reasonable care is taken, the content may not always reflect the latest 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.

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

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