R. Wadiwala Securities Private Limited
Equity · 5 investment approaches
Total AUM
₹77 Cr
Years Active
14.8
AUM Change (3M)
-13.7%
AUM Change (1Y)
-1.1%
Min Investment
₹50L
Schemes
5
| Scheme | Category | AUM | 1M | 1Y | 3Y | SI | Sharpe |
|---|---|---|---|---|---|---|---|
NS Multicap Advised Model Portfolio - PMS-Shreyas PMS | Equity | ₹48 Cr | +1.71% | +19.96% | +14.41% | +12.11% | -1.04 |
R. Wadiwala Ingenious Equity Portfolio-Ingenious | Equity | ₹11 Cr | +0.04% | +9.66% | +0.00% | +2.89% | 0.85 |
R Wadiwala Ethical Portfolio - PMS | Equity | ₹14 Cr | +2.45% | +8.25% | +13.46% | +15.35% | -0.32 |
R Wadiwala Agile PE Ratio Portfolio - Master | Equity | ₹4 Cr | -0.94% | +6.09% | +14.25% | +9.67% | -1.12 |
R. Wadiwala Agile PE Ratio Portfolio-Master-New | Equity | — | -6.78% | -2.01% | +10.45% | +102.97% | -0.78 |