Way2Wealth Brokers Private Limited

Hybrid, Equity · 13 investment approaches

Total AUM

₹52 Cr

Years Active

22.8

AUM Change (3M)

-10.4%

AUM Change (1Y)

-26.7%

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	-2.15%	+11.26%	-	+13.47%	1.12
WEALTH FLEXI FUND	Equity	₹4 Cr	-1.30%	+10.56%	+10.57%	+8.72%	-0.25
KALPAVRUKSHA ULTRA CONSERVATIVE SCHEME	Hybrid	₹1 Cr	-0.99%	+5.77%	+6.60%	+6.77%	-0.21
WEALTH OPTIMISER (AGGRESSIVE GROWTH)	Equity	₹19 Cr	-5.88%	+5.68%	+59.01%	+18.64%	1.85
WEALTH SPIRAL DYNAMIC PORTFOLIO AXIS	Equity	₹1 Cr	+2.71%	+1.15%	+27.36%	+9.83%	1.16
WEALTH DOMINION	Equity	₹0 Cr	-5.45%	+1.11%	+14.73%	+6.21%	0.33
WEALTH FOCUS AXIS	Equity	₹17 Cr	-8.81%	-2.71%	+13.17%	+8.80%	0.29
WEALTH WEAVER GROWTH PORTFOLIO AXIS	Equity	₹1 Cr	-8.59%	-3.14%	+4.60%	+4.72%	0.04
WEALTH FOCUS	Equity	₹2 Cr	-9.93%	-7.03%	+6.01%	+5.43%	-0.15
WEALTH OPTIMISER AGGRESIVE GROWTH AXIS	Equity	₹1 Cr	-5.86%	-7.75%	+2.23%	+12.45%	-0.03
WEALTH OPTIMISER ( AGGRESSIVE SCHEME)1	Equity	₹1 Cr	-8.40%	-8.25%	+3.19%	-0.93%	-0.25
WEALTH SPIRAL ( DYNAMIC SCHEME) 2	Equity	₹0 Cr	-15.01%	-19.34%	-4.06%	+2.77%	-0.43

WEALTH WEAVER (GROWTH PORTFOLIO)

KALPAVRUKSHA MODERATE SCHEME

WEALTH FLEXI FUND

KALPAVRUKSHA ULTRA CONSERVATIVE SCHEME

WEALTH OPTIMISER (AGGRESSIVE GROWTH)

WEALTH SPIRAL DYNAMIC PORTFOLIO AXIS

WEALTH DOMINION

WEALTH FOCUS AXIS

WEALTH WEAVER GROWTH PORTFOLIO AXIS

WEALTH OPTIMISER AGGRESIVE GROWTH AXIS

WEALTH OPTIMISER ( AGGRESSIVE SCHEME)1

WEALTH SPIRAL ( DYNAMIC SCHEME) 2