R. Wadiwala Securities Private Limited

Equity · 5 investment approaches

Total AUM

₹68 Cr

Years Active

14.9

AUM Change (3M)

-17.7%

AUM Change (1Y)

-16.9%

Min Investment

₹50L

Schemes

5

Scheme	Category	AUM	1M	1Y	3Y	SI	Sharpe
NS Multicap Advised Model Portfolio - PMS-Shreyas PMS	Equity	₹43 Cr	-11.19%	-1.97%	+11.62%	+10.41%	-1.08
R. Wadiwala Agile PE Ratio Portfolio-Master-New	Equity	-	-6.78%	-2.01%	+10.45%	+102.97%	-0.78
R Wadiwala Agile PE Ratio Portfolio - Master	Equity	₹4 Cr	-8.11%	-7.28%	+14.57%	+9.63%	-1.13
R. Wadiwala Ingenious Equity Portfolio-Ingenious	Equity	₹10 Cr	-11.90%	-8.44%	+0.00%	-7.66%	-0.02
R Wadiwala Ethical Portfolio - PMS	Equity	₹12 Cr	-11.45%	-10.95%	+8.14%	+11.80%	-0.40

NS Multicap Advised Model Portfolio - PMS-Shreyas PMS

R. Wadiwala Agile PE Ratio Portfolio-Master-New

R Wadiwala Agile PE Ratio Portfolio - Master

R. Wadiwala Ingenious Equity Portfolio-Ingenious

R Wadiwala Ethical Portfolio - PMS