- Manager
- Turtle Wealth Management
- Service
- Discretionary
- Asset class
- Equity
Growth Mantra Fund
+25.29%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Turtle Wealth Management’s Growth Mantra Fund returned 25.29% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹208 crore across its clients.
Key numbers
- AUM
- ₹208 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 1.38×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −2.83% | −5.57% | +2.74% |
| 3 months | +4.17% | −3.59% | +7.76% |
| 6 months | +16.01% | +8.07% | +7.94% |
| 1 year | +25.29% | −2.33% | +27.62% |
| 2 years | +5.07% | −3.93% | +9.00% |
| 3 years | +18.10% | +9.21% | +8.89% |
| 4 years | +16.42% | +11.22% | +5.20% |
| 5 years | +10.63% | +8.91% | +1.72% |
| Since inception | +15.32% | +16.06% | −0.74% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity79.42%₹165 Cr
- Mutual funds14.29%₹29.73 Cr
- Cash and other6.30%₹13.10 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹19.92 Cr
- Outflow, Sep 2026
- ₹1.50 Cr
- Net, Sep 2026
- ₹18.42 Cr
- Net, FY to date
- ₹54.36 Cr
- Turnover, month
- 0.16×
- Turnover, past year
- 1.38×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Growth Mantra Fund returned?
25.29% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −2.83%; 3 months: 4.17%; 6 months: 16.01%; 1 year: 25.29%; 2 years: 5.07%; 3 years: 18.10%; 4 years: 16.42%; 5 years: 10.63%; Since inception: 15.32%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 27.62 percentage points ahead.
How much does Growth Mantra Fund manage?
₹208 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Growth Mantra Fund?
Turtle Wealth Management, a SEBI-registered portfolio manager (INP000006758), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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