Turtle Wealth Management PMS strategies
Turtle Wealth Management runs 3 portfolio management strategies listed with APMI, managing ₹565 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| Wealth Mantra Fund | Equity | Rohan Mehta | ₹279 Cr | +20.47% | +8.38 pts | — | ₹50 Lakhs | Aug 2026 |
| Growth Mantra Fund | Equity | Rohan Mehta | ₹195 Cr | +19.13% | +7.04 pts | — | ₹50 Lakhs | Aug 2026 |
| Profit Mantra | Equity | Rohan Mehta | ₹90.78 Cr | +18.47% | +6.38 pts | — | ₹50 Lakhs | Aug 2026 |
Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "—" means the figure isn't reported. Past returns don't predict future returns.
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