- Manager
- Turtle Wealth Management
- Service
- Discretionary
- Asset class
- Equity
Profit Mantra
+23.57%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Turtle Wealth Management’s Profit Mantra returned 23.57% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹97.90 crore across its clients.
Key numbers
- AUM
- ₹97.90 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 2.77×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −1.60% | −5.57% | +3.97% |
| 3 months | +3.71% | −3.59% | +7.30% |
| 6 months | +20.91% | +8.07% | +12.84% |
| 1 year | +23.57% | −2.33% | +25.90% |
| 2 years | +7.05% | −3.93% | +10.98% |
| 3 years | +19.52% | +9.21% | +10.31% |
| 4 years | +23.91% | +11.22% | +12.69% |
| 5 years | +20.09% | +8.91% | +11.18% |
| Since inception | +20.93% | +10.29% | +10.64% |
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 equity85.78%₹83.98 Cr
- Cash and other7.33%₹7.18 Cr
- Mutual funds6.88%₹6.74 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹11.70 Cr
- Outflow, Sep 2026
- ₹3.02 Cr
- Net, Sep 2026
- ₹8.68 Cr
- Net, FY to date
- ₹61.09 Cr
- Turnover, month
- 0.11×
- Turnover, past year
- 2.77×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Profit Mantra returned?
23.57% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −1.60%; 3 months: 3.71%; 6 months: 20.91%; 1 year: 23.57%; 2 years: 7.05%; 3 years: 19.52%; 4 years: 23.91%; 5 years: 20.09%; Since inception: 20.93%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 25.90 percentage points ahead.
How much does Profit Mantra manage?
₹97.90 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 Profit Mantra?
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.
Full disclaimerSee how a PMS fits your plan
Armor checks every holding against your goals, risk and timeline.
Get the app