Wealth Mantra Fund
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +2.90%
- 3M
- -1.33%
- 6M
- +4.29%
- 9M
- —
- 1Y
- +21.89%
- 2Y
- +9.46%
- 3Y
- +24.27%
- 4Y
- +19.54%
- 5Y
- +17.35%
- Since Inception
- +17.01%
- Strategy AUM
- ₹253 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +2.90% | −0.17% | +3.07% |
| 3 Months | −1.33% | −2.34% | +1.01% |
| 6 Months | +4.29% | −5.39% | +9.68% |
| 1 Year | +21.89% | −0.07% | +21.96% |
| 2 Years | +9.46% | +4.14% | +5.32% |
| 3 Years | +24.27% | +13.47% | +10.80% |
| 4 Years | +19.54% | +13.31% | +6.23% |
| 5 Years | +17.35% | +12.29% | +5.06% |
| Since Inception | +17.01% | +15.20% | +1.81% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +2.90% | −0.17% | +3.07% |
| Apr-2026 | +8.78% | +10.38% | −1.60% |
| Mar-2026 | −11.85% | −11.37% | −0.48% |
| Feb-2026 | −0.17% | +0.45% | −0.62% |
| Jan-2026 | +3.43% | −3.34% | +6.77% |
| Dec-2025 | +2.36% | −0.24% | +2.60% |
| Nov-2025 | +4.25% | +0.96% | +3.29% |
| Oct-2025 | +4.63% | +4.27% | +0.36% |
| Sep-2025 | +3.76% | +1.24% | +2.52% |
| Aug-2025 | −0.01% | −1.75% | +1.74% |
| Jul-2025 | −1.91% | −2.71% | +0.80% |
| Jun-2025 | +5.29% | +3.68% | +1.61% |
| May-2025 | +5.45% | +3.54% | +1.91% |
Strategy Details
APMI fact sheet
- Inception
- 30 Sept 2019
- Age
- 6.8 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 1.03×
- Turnover (1M)
- 0.18×
- 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
- Wealth 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.