Turtle Wealth Management Pvt. Ltd. • Equity
Wealth Mantra Fund is an equity portfolio management service (PMS) strategy run by Turtle Wealth Management Pvt. Ltd., launched on 30 Sep 2019. As of 30 Sep 2026, it manages ₹279 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +15.72% over 1 year, +18.68% over 3 years and +13.56% over 5 years (+16.42% since inception). Over 3 years, the BSE 500 TRI returned +9.21%, so the strategy is 9.47 percentage points ahead of its benchmark. Its 3-year return ranks 54th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Rohan Mehta, Rohan Mehta.
Ranked nearby on 3-year return: EverFlow India Opportunities (+18.85%), SiMPL Small Cap Value Portfolio (+18.83%), Activealphamc (+18.58%), Unique Focused Fund (+18.45%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -2.29% |
| 3 Months | +0.61% |
| 1 Year | +15.72% |
| 3 Years | +18.68% |
| 5 Years | +13.56% |
| Since Inception | +16.42% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callWealth Mantra Fund has a 1-year return of +15.72%, a 3-year return of +18.68%, a 5-year return of +13.56% and +16.42% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Wealth Mantra Fund returned +13.56% against +8.91% for the BSE 500 TRI, 4.65 percentage points ahead. Over 3 years it returned +18.68% against +9.21%; Over 1 year it returned +15.72% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, Wealth Mantra Fund's 3-year return of +18.68% ranks 54th as of 30 Sep 2026.
Wealth Mantra Fund is managed by Rohan Mehta, Rohan Mehta at Turtle Wealth Management. The strategy manages ₹279 Cr of client assets as of 30 Sep 2026.
Wealth Mantra Fund manages ₹279 Cr of client assets as of 30 Sep 2026.
The minimum investment for Wealth Mantra Fund is ₹50 Lakhs.
Wealth Mantra Fund was launched on 30 Sep 2019. It has a 7-year track record.
Description
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