Growth Mantra Fund
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +2.42%
- 3M
- +2.74%
- 6M
- +15.25%
- 9M
- —
- 1Y
- +30.04%
- 2Y
- +9.16%
- 3Y
- +22.45%
- 4Y
- +14.51%
- 5Y
- +11.45%
- Since Inception
- +15.51%
- Strategy AUM
- ₹163 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +2.42% | −0.17% | +2.59% |
| 3 Months | +2.74% | −2.34% | +5.08% |
| 6 Months | +15.25% | −5.39% | +20.64% |
| 1 Year | +30.04% | −0.07% | +30.11% |
| 2 Years | +9.16% | +4.14% | +5.02% |
| 3 Years | +22.45% | +13.47% | +8.98% |
| 4 Years | +14.51% | +13.31% | +1.20% |
| 5 Years | +11.45% | +12.29% | −0.84% |
| Since Inception | +15.51% | +17.50% | −1.99% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +2.42% | −0.17% | +2.59% |
| Apr-2026 | +9.01% | +10.38% | −1.37% |
| Mar-2026 | −7.97% | −11.37% | +3.40% |
| Feb-2026 | +2.27% | +0.45% | +1.82% |
| Jan-2026 | +4.70% | −3.34% | +8.04% |
| Dec-2025 | +4.76% | −0.24% | +5.00% |
| Nov-2025 | −1.72% | +0.96% | −2.68% |
| Oct-2025 | +6.45% | +4.27% | +2.18% |
| Sep-2025 | +2.50% | +1.24% | +1.26% |
| Aug-2025 | +2.54% | −1.75% | +4.29% |
| Jul-2025 | −0.97% | −2.71% | +1.74% |
| Jun-2025 | +3.62% | +3.68% | −0.06% |
| May-2025 | +4.03% | +3.54% | +0.49% |
Strategy Details
APMI fact sheet
- Inception
- 19 Oct 2020
- Age
- 5.7 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.84×
- Turnover (1M)
- 0.10×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
Endeavour to create wealth by investing in Fastest Growing Companies of India, with a bottom-up approach & Robust Risk Management System
Fund Managers
2 managers
Name
Rohan Mehta
Name
Rohan Mehta
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- Fixed fees
- Not disclosed
- Variable fees
- Not disclosed
- Exit load
- Not disclosed
APMI does not publish a fee schedule for this strategy — confirm fees with the portfolio manager.
PMS Industry — SEBI
Latest monthly aggregate
- Total PMS AUM
- ₹44.11 Lakh Cr
- Total clients
- 2,23,279
- Discretionary
- ₹37.37 Lakh Cr
- Period
- july-2026
Industry AUM by asset class (top 5)
- Plain Debt Listed₹28.98 Lakh Cr
- Listed Equity₹7.60 Lakh Cr
- Plain Debt Unlisted₹5.00 Lakh Cr
- Mutual Funds₹1.93 Lakh Cr
- Others₹40,423 Cr
About
- Provider
- Turtle Wealth Management Pvt. Ltd.
- Strategy
- Growth Mantra Fund
- Benchmark
- BSE 500 TRI
- Source
- APMI
Strategy performance, AUM, fees and fund-manager details are sourced from APMI (Association of Portfolio Managers in India); industry aggregates are from SEBI’s monthly PMS disclosures. Returns beyond one year are annualised; past performance is not indicative of future results, and a PMS strategy carries no capital guarantee. For information only, not investment advice.