Strategy performance
WEALTH MANTRA FUND
TURTLE WEALTH MANAGEMENT Private. Limited. · AUM ₹261 Cr · as of Jul 2026
Our read
₹100 grew to ₹246.7 since inception (+17.8% CAGR), with a max drawdown of −18.7%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+19.5%
Since inception
+17.8%
Max drawdown
−18.7%
Volatility
+15.8%
Peer position
Loading peer ranks…
Performance
WEALTH MANTRA FUND₹246.7Jul 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.4% | −0.2% | −11.8% | +8.8% | +2.9% | +1.1% | −1.9% | +1.1% | |||||
| 2025 | −4.9% | −7.1% | +6.1% | −0.4% | +5.5% | +5.3% | −1.9% | −0.0% | +3.8% | +4.6% | +4.3% | +2.4% | +17.7% |
| 2024 | +7.8% | +1.4% | −0.6% | +7.1% | +3.0% | +3.6% | +3.5% | +0.6% | +0.5% | −6.7% | +0.6% | −2.0% | +19.8% |
| 2023 | −2.0% | −5.5% | +1.6% | +6.0% | +0.3% | +4.3% | +6.7% | +2.5% | +2.2% | −0.8% | +7.6% | +7.2% | +33.6% |
| 2022 | +0.3% | −4.0% | +5.3% | −3.5% | −5.8% | −8.6% | +10.2% | +4.3% | −3.8% | +5.1% | +1.1% | −3.3% | −4.4% |
| 2021 | +8.1% | −1.3% | +3.7% | +3.4% | +1.5% | +5.8% | +6.7% | +4.5% | −2.5% | −3.1% | +4.8% | +35.6% |
Metrics
Tearsheet- 1M return
- −1.9%
- 3M return
- +2.1%
- 6M return
- −2.3%
- 1Y return
- +17.1%
- 2Y CAGR
- +5.3%
- 3Y CAGR
- +19.5%
- 5Y CAGR
- +15.0%
- Since-inception CAGR
- +17.8%
- Total return
- +146.7%
- Average month
- +1.5%
- Median month
- +1.9%
- Average up month
- +4.2%
- Best month
- +10.2%
- Best rolling 12M
- +59.9%
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.
WEALTH MANTRA FUND performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has WEALTH MANTRA FUND performed?
- WEALTH MANTRA FUND (TURTLE WEALTH MANAGEMENT Private. Limited.) shows CAGR 17.84% and max drawdown -18.68% 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 WEALTH MANTRA FUND CAGR / max drawdown?
- CAGR is 17.84%; max drawdown is -18.68%. We only publish CAGR when there are enough months (≥12 on this track of 66 months). Learn more
- Where do WEALTH MANTRA FUND 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 WEALTH MANTRA FUND?
- 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