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Turtle Wealth Management Pvt Ltd - Fund Manager

Rohan Mehta

Rohan Mehta

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 -Wealth Mantra
Equity: Flexi Cap
183.91
Turtle Wealth - Growth Mantra
Equity: Flexi Cap
131.71
Turtle Wealth -Profit Mantra
Equity: Flexi Cap
33.14
Fund Manager Overview
Top Holdings - ConsoloidatedWts(%)
Cash and Equivalents0.00%
BEML Ltd0.00%
Oil India Ltd0.00%
BIGBLOC Construction Ltd0.00%
NCC Ltd0.00%
Fund Name1M3M6M1Y3Y5YSince Inception
Turtle Wealth -Wealth Mantra
3.55%
10.56%
19.24%
54.29%
22.89%
N/A
21.38%
Turtle Wealth - Growth Mantra
9.33%
20.69%
35.34%
64.31%
15.82%
N/A
23.19%
Turtle Wealth -Profit Mantra
9.05%
13.28%
48.95%
79.16%
N/A
N/A
35.56%
Fund Performance
Sector Weights

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Aum Movement
Fund Manager History