Turtle Wealth 212° Wealth Mantra


Key Portfolio Attributes

Inception Date: 30 Sept 2019

Number of Stocks: Max 18

Fund Manager Name: Mr. Rohan Mehta

Fund Manager Qualification: Mr. Mehta is an MBA. Author of 212° The Complete Trader

Fund Manager Experience: 15 Years

Investment Objective

To achieve steady, low volatility returns by investing across sectors and asset classes. The strategy is based on Tactical & Dynamic Asset Allocation. This replicates the India Super 50 Portfolio, with the additional overlay of multiple asset classes like fixed income, oil and gold. This ensures a high return profile, but with significantly low volatility.

Investment Strategy

A Multi-Cap Fund – 212° Wealth Mantra fund has one of the most Unique Stock Selection strategies i.e. P.P.P. Price, Profits, People.

Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Disclaimer

#Returns as of 31 Oct 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.


Do Not Simply Invest, Make Informed Decisions

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