R. Wadiwala Securities Private Limited

Equity · 5 investment approaches

Total AUM

₹70 Cr

Years Active

15.4

AUM Change (3M)

-9.7%

AUM Change (1Y)

-18.1%

Min Investment

₹50L

Schemes

5

Scheme	Category	AUM	1M	1Y	3Y	SI	Sharpe
R. Wadiwala Agile PE Ratio Portfolio-Master-New	Equity	-	-6.78%	-2.01%	+10.45%	+102.97%	-0.78
NS Multicap Advised Model Portfolio - PMS-Shreyas PMS	Equity	₹44 Cr	-5.23%	-2.24%	+6.49%	+10.67%	-1.02
R Wadiwala Ethical Portfolio - PMS	Equity	₹13 Cr	-8.15%	-9.28%	+5.89%	+12.18%	-0.34
R. Wadiwala Ingenious Equity Portfolio-Ingenious	Equity	₹9 Cr	-6.93%	-9.57%	+0.00%	-3.34%	-0.02
R Wadiwala Agile PE Ratio Portfolio - Master	Equity	₹4 Cr	-6.43%	-12.37%	+8.48%	+9.61%	-1.13

R. Wadiwala Agile PE Ratio Portfolio-Master-New

NS Multicap Advised Model Portfolio - PMS-Shreyas PMS

R Wadiwala Ethical Portfolio - PMS

R. Wadiwala Ingenious Equity Portfolio-Ingenious

R Wadiwala Agile PE Ratio Portfolio - Master