Turtle Wealth Management Pvt Ltd - Fund Manager
Rohan Mehta is the CEO and fund manager of Turtle Wealth Management, which is among one of the very few companies who are a non-broker PMS. He is the author of 212 Degree the Complete Trader. He has trained over one lakh investors and traders and specialises in quant investing. He is an MBA graduate with almost 15 years of experience in the markets and is very renowned in Gujarat with several achievements and mentions in national newspapers.
Fund Name | Classification | Fund AUM (Cr.) |
|---|---|---|
Turtle Wealth - 212 ° Wealth Mantra | Equity: Flexi Cap | 124.01 |
Turtle Wealth - 212 ° Growth Mantra | Equity: Flexi Cap | 73.65 |
Fund Manager Overview
| Top Holdings - Consoloidated | Wts(%) |
|---|---|
| BLS International Services Ltd | 10.95% |
| Larsen & Toubro Ltd. | 6.48% |
| Mahindra & Mahindra Ltd. | 5.04% |
| BIGBLOC Construction Ltd | 4.87% |
| Power Grid Corporation of India Ltd | 4.80% |
| Fund Name | 1M | 3M | 6M | 1Y | 3Y | 5Y | Since Inception |
|---|---|---|---|---|---|---|---|
| Turtle Wealth - 212 ° Wealth Mantra | 7.82% | 24.46% | 29.39% | 46.71% | 24.09% | N/A | 19.17% |
| Turtle Wealth - 212 ° Growth Mantra | 6.11% | 19.02% | 21.4% | 36.62% | 15.43% | N/A | 15.97% |
Fund Performance
Sector Weights
-
Aum Movement
Fund Manager History
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