Turtle Wealth Management Pvt Ltd - Fund Manager
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 Quant 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 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.
Fund Name | Classification | Fund AUM (Cr.) |
|---|---|---|
Turtle Wealth - Growth Mantra | Equity: Flexi Cap | 108.9 |
Turtle Wealth -Profit Mantra | Equity: Flexi Cap | 18.55 |
Turtle Wealth -Wealth Mantra | Equity: Flexi Cap | 198.08 |
Fund Manager Overview
| Top Holdings - Consoloidated | Wts(%) |
|---|---|
| Cash & Cash Equivalent | 0.67% |
| Nippon India Silver ETF | 0.57% |
| Force Motors Ltd | 0.36% |
| Interglobe Aviation Ltd | 0.35% |
| Gillette India Ltd | 0.29% |
| Fund Name | 1M | 3M | 6M | 1Y | 3Y | 5Y | Since Inception |
|---|---|---|---|---|---|---|---|
| Turtle Wealth - Growth Mantra | -0.97% | 6.75% | 1.15% | -19.46% | 11.93% | N/A | 12.73% |
| Turtle Wealth -Profit Mantra | -1.45% | 7.98% | 2.5% | -15.14% | 25.67% | N/A | 20.5% |
| Turtle Wealth -Wealth Mantra | -1.91% | 8.9% | 6.86% | -5.37% | 19.83% | 19.94% | 16.31% |
Fund Performance
No Data
Sector Weights
-
Aum Movement
Fund Manager History
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