Strategy performance
PROFIT MANTRA
TURTLE WEALTH MANAGEMENT Private. Limited. · AUM ₹79.0 Cr · as of Jul 2026
Our read
₹100 grew to ₹251.6 since inception (+20.3% CAGR), with a max drawdown of −26.8%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+22.0%
Since inception
+20.3%
Max drawdown
−26.8%
Volatility
+25.3%
Peer position
Loading peer ranks…
Performance
PROFIT MANTRA₹251.6Jul 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.7% | +1.2% | −10.9% | +10.1% | +3.1% | +2.7% | −1.9% | +5.8% | |||||
| 2025 | −5.6% | −11.6% | +6.6% | +0.7% | +3.7% | +5.7% | −1.4% | +0.3% | +2.1% | +6.5% | +1.8% | +1.9% | +9.5% |
| 2024 | +8.2% | +30.8% | −13.6% | +16.3% | +1.8% | +2.0% | +9.1% | −2.0% | −4.3% | −1.2% | −0.9% | −4.4% | +41.3% |
| 2023 | −1.9% | −3.6% | −2.1% | +5.4% | +8.4% | +5.7% | +3.4% | +17.5% | −4.2% | −3.6% | −2.2% | +4.5% | +28.3% |
| 2022 | +0.8% | −4.2% | +10.1% | −1.4% | −8.7% | −8.6% | +12.6% | +3.9% | +2.6% | +8.1% | +5.1% | −6.5% | +11.5% |
| 2021 | +2.8% | +3.5% | −2.2% | −2.8% | +6.1% | +7.3% |
Metrics
Tearsheet- 1M return
- −1.9%
- 3M return
- +3.8%
- 6M return
- +3.0%
- 1Y return
- +19.7%
- 2Y CAGR
- +0.8%
- 3Y CAGR
- +22.0%
- 5Y CAGR
- +20.3%
- Since-inception CAGR
- +20.3%
- Total return
- +151.6%
- Average month
- +1.8%
- Median month
- +1.8%
- Average up month
- +6.0%
- Best month
- +30.8%
- Best rolling 12M
- +92.0%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Jul 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
PROFIT MANTRA performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has PROFIT MANTRA performed?
- PROFIT MANTRA (TURTLE WEALTH MANAGEMENT Private. Limited.) shows CAGR 20.26% and max drawdown -26.79% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is PROFIT MANTRA CAGR / max drawdown?
- CAGR is 20.26%; max drawdown is -26.79%. We only publish CAGR when there are enough months (≥12 on this track of 60 months). Learn more
- Where do PROFIT MANTRA returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite PROFIT MANTRA?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more