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Growth Mantra Fund

Turtle Wealth Management Pvt. Ltd.

151.98 CR AUM

Growth Mantra Fund

Growth Mantra Fund

Turtle Wealth Management Pvt. Ltd.

151.98 CR AUM

BSE 500 TRI
Benchmark
5yr 7mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
5yr 7mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

rohan mehta

Fund Manager
EQUITYStrategies

Rohan Mehta is the CEO and Portfolio Manager at Turtle Wealth, bringing 20 years of experience in equity markets to drive investment excellence. An MBA graduate with deep expertise in quantitative investing, he has achieved a compound annual growth rate (CAGR) of over 21% on managed assets. Turtle Wealth manages funds exceeding ₹600 crore, employing strategic investment approaches that balance risk and reward. Rohan’s innovative strategies and focus on minimizing 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.

Rohan Mehta is the CEO and Portfolio Manager at Turtle Wealth, bringing 20 years of experience in equity markets to drive investment excellence. An MBA graduate with deep expertise in quantitative investing, he has achieved a compound annual growth rate (CAGR) of over 21% on managed assets. Turtle Wealth manages funds exceeding ₹600 crore, employing strategic investment approaches that balance risk and reward. Rohan’s innovative strategies and focus on minimizing 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.

Purpose

Growth Mantra Fund aims to generate long term capital appreciation by investing in emerging leader companies with strong growth potential and improving business fundamentals. The strategy follows a quantitative investment approach where stock selection and allocation are driven by data driven models and systematic processes to reduce human bias and identify high potential opportunities in equity markets. The portfolio primarily focuses on companies showing strong price strength, all time high profits, and outperformance relative to broader market indices, combined with turnaround stories and evolving business models. Stock selection considers triggers such as management or financial restructuring, strategic mergers and acquisitions, diversification into new business lines, shift in sectoral demand and regulatory or policy support. The portfolio generally holds around fifteen to twenty stocks with disciplined allocation and a structured risk management framework where risk per stock is capped and position sizing is determined through quantitative allocation processes. Portfolio construction focuses on emerging leaders across sectors that demonstrate strong execution capability and sustainable growth trajectory over the medium to long term. Sector agnostic as the strategy identifies opportunities across industries based on quantitative signals and evolving business transformation. Small cap and mid cap.

Investment Approach v/s Benchmark Metrics

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1M IA return
9.01%
1M benchmark return
10.38%
Alpha
-1.37%
1M Wealth multiple
1.09x

Investment Approach v/s Benchmark Performance

2026
2026
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Login to see the live performance and return

Wealth Creation Calculator

1M IA return
9.01%
1M benchmark return
10.38%
Alpha
-1.37%
1M Wealth multiple
1.09x

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Stock - Holdings

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Sector Allocation

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