Profit Mantra
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +3.11%
- 3M
- +1.07%
- 6M
- +7.02%
- 9M
- —
- 1Y
- +23.73%
- 2Y
- +5.92%
- 3Y
- +25.48%
- 4Y
- +24.82%
- 5Y
- —
- Since Inception
- +20.93%
- Strategy AUM
- ₹60 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +3.11% | −0.17% | +3.28% |
| 3 Months | +1.07% | −2.34% | +3.41% |
| 6 Months | +7.02% | −5.39% | +12.41% |
| 1 Year | +23.73% | −0.07% | +23.80% |
| 2 Years | +5.92% | +4.14% | +1.78% |
| 3 Years | +25.48% | +13.47% | +12.01% |
| 4 Years | +24.82% | +13.31% | +11.51% |
| 5 Years | +0.00% | +0.00% | +0.00% |
| Since Inception | +20.93% | +11.50% | +9.43% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +3.11% | −0.17% | +3.28% |
| Apr-2026 | +10.07% | +10.38% | −0.31% |
| Mar-2026 | −10.95% | −11.37% | +0.42% |
| Feb-2026 | +1.22% | +0.45% | +0.77% |
| Jan-2026 | +2.70% | −3.34% | +6.04% |
| Dec-2025 | +1.86% | −0.24% | +2.10% |
| Nov-2025 | +1.78% | +0.96% | +0.82% |
| Oct-2025 | +6.50% | +4.27% | +2.23% |
| Sep-2025 | +2.12% | +1.24% | +0.88% |
| Aug-2025 | +0.32% | −1.75% | +2.07% |
| Jul-2025 | −1.45% | −2.71% | +1.26% |
| Jun-2025 | +5.65% | +3.68% | +1.97% |
| May-2025 | +3.71% | +3.54% | +0.17% |
Strategy Details
APMI fact sheet
- Inception
- 10 Aug 2021
- Age
- 4.9 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 2.51×
- Turnover (1M)
- 0.42×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
Endeavour to create Wealth by investing in Outstanding Businesses where Leadership & Growth are in Common 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
- Profit Mantra
- 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.