Rohan Mehta Discusses Growth Mantra PMS Fund's 20% Returns in FY26
ETMarkets PMS Talk| No emotional bias, quant model drove 20% FY26 performance: Rohan Mehta
The Economic TimesImage: The Economic Times
Rohan Mehta, CEO of Turtle Wealth Management Pvt. Ltd., revealed that the Growth Mantra PMS Fund achieved around 20% returns in FY26 by utilizing a disciplined, quant-driven investment strategy. This approach minimized emotional bias, focusing on data signals to identify high-performing stocks while adapting to market changes.
- 01The Growth Mantra PMS Fund delivered 20% returns in FY26, ranking among the top performers.
- 02A quant-based investment strategy helped remove emotional bias and enhance decision-making.
- 03The fund focuses on stocks at all-time highs in price and profits, outperforming the NIFTY 500.
- 04Risk management is integral, with predefined exit strategies for underperforming stocks.
- 05The fund is suitable for first-time PMS investors with a moderate to high risk appetite.
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The Growth Mantra PMS Fund, managed by Rohan Mehta (CEO of Turtle Wealth Management Pvt. Ltd.), achieved approximately 20% returns in FY26, positioning it among the top-performing funds. This success is attributed to a disciplined, quant-driven investment approach that minimizes emotional bias. Mehta emphasized the importance of identifying high-performing stocks through data signals, such as price momentum and earnings strength, while systematically exiting underperformers. The fund's strategy is built on a PPP (Price, Profit, People) framework, focusing on stocks at all-time highs in price and profits, which enhances the likelihood of identifying turnaround opportunities. The fund maintains a portfolio of 15-20 stocks, primarily in small and mid-cap segments, ensuring robust risk management by establishing downside exit prices before entering positions. Mehta encourages first-time PMS investors with a moderate to high risk appetite to consider a dynamic investment approach, particularly during market corrections, as new outperforming sectors often emerge at such times.
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The fund's performance could encourage more investors to consider PMS options, potentially increasing their investment returns.
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