Way2Wealth Brokers Private Limited
Hybrid, Equity · 13 investment approaches
Total AUM
₹56 Cr
Years Active
22.7
AUM Change (3M)
-15.7%
AUM Change (1Y)
-21.4%
Min Investment
₹50L
Schemes
13
| Scheme | Category | AUM | 1M | 1Y | 3Y | SI | Sharpe |
|---|---|---|---|---|---|---|---|
WEALTH WEAVER (GROWTH PORTFOLIO) | Equity | ₹0 Cr | -2.77% | +28.55% | +18.70% | +7.51% | 1.51 |
KALPAVRUKSHA MODERATE SCHEME | Hybrid | ₹5 Cr | +0.64% | +13.64% | — | +14.74% | 1.38 |
WEALTH FOCUS AXIS | Equity | ₹21 Cr | -2.97% | +7.30% | +16.15% | +10.73% | 0.65 |
KALPAVRUKSHA ULTRA CONSERVATIVE SCHEME | Hybrid | ₹1 Cr | +0.34% | +6.45% | — | +7.23% | 0.17 |
WEALTH OPTIMISER (AGGRESSIVE GROWTH) | Equity | ₹19 Cr | -5.88% | +5.68% | +59.01% | +18.64% | 1.85 |
WEALTH WEAVER GROWTH PORTFOLIO AXIS | Equity | ₹1 Cr | -2.59% | +3.80% | +7.76% | +5.82% | 0.37 |
WEALTH OPTIMISER AGGRESIVE GROWTH AXIS | Equity | ₹1 Cr | -4.36% | +3.56% | +9.47% | +12.91% | 0.22 |
WEALTH OPTIMISER ( AGGRESSIVE SCHEME)1 | Equity | ₹1 Cr | -5.55% | +3.47% | +7.46% | +0.01% | 0.14 |
WEALTH DOMINION | Equity | ₹1 Cr | -3.30% | +2.60% | +13.32% | +7.06% | 0.53 |
WEALTH FOCUS | Equity | ₹3 Cr | -4.89% | +2.33% | +8.27% | +7.22% | 0.20 |
WEALTH SPIRAL DYNAMIC PORTFOLIO AXIS | Equity | ₹1 Cr | +2.71% | +1.15% | +27.36% | +9.83% | 1.16 |
WEALTH FLEXI FUND | Equity | ₹3 Cr | -0.18% | -7.27% | +4.28% | +8.62% | -0.42 |
WEALTH SPIRAL ( DYNAMIC SCHEME) 2 | Equity | ₹0 Cr | -7.16% | -14.21% | +6.28% | +4.14% | -0.15 |