Arthya Wealth And Investments Private Limited
Equity, Multi Asset, Debt · 9 investment approaches
Total AUM
₹14 Cr
Years Active
4.7
AUM Change (3M)
-53.8%
AUM Change (1Y)
-80.8%
Min Investment
₹50L
Schemes
9
| Scheme | Category | AUM | 1M | 1Y | 3Y | SI | Sharpe |
|---|---|---|---|---|---|---|---|
Arthya Emerging Stars Portfolio | Equity | ₹1 Cr | +0.87% | +45.39% | — | +38.79% | 2.20 |
Arthya ALL-STAR Multi-Cap Shariah Portfolio | Equity | ₹1 Cr | +6.16% | +30.62% | — | +12.57% | 2.10 |
Arthya Leaders Portfolio | Equity | ₹1 Cr | +4.96% | +24.24% | — | +25.80% | 1.40 |
ARTHYA Core Portfolio | Equity | ₹3 Cr | +6.53% | +13.81% | — | +13.83% | 0.34 |
Arthya Multi Asset Portfolio | Multi Asset | ₹1 Cr | +3.18% | +12.24% | +12.20% | +8.76% | 1.20 |
Arthya Opportunities Portfolio | Equity | ₹1 Cr | -3.06% | -1.98% | +18.02% | +18.64% | 1.38 |
Arthya Multicap Portfolio | Equity | ₹1 Cr | +0.52% | -7.07% | +13.50% | +10.17% | 0.79 |
Arthya Growth Plus Portfolio | Equity | ₹2 Cr | -2.35% | — | — | +5.32% | — |
Arthya Yield Plus Portfolio | Debt | ₹3 Cr | +1.05% | — | — | +8.54% | — |