Way2Wealth Brokers Private Limited

Hybrid, Equity · 13 investment approaches

Total AUM

₹33 Cr

Years Active

23.3

AUM Change (3M)

-18.3%

AUM Change (1Y)

-50.9%

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	+0.37%	+9.28%	+13.16%	+13.22%	1.08
KALPAVRUKSHA ULTRA CONSERVATIVE SCHEME	Hybrid	₹1 Cr	+0.62%	+6.15%	+6.92%	+7.19%	-0.19
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 FOCUS	Equity	₹0 Cr	+3.08%	+0.46%	+5.88%	+4.72%	-0.02
WEALTH DOMINION	Equity	₹0 Cr	+2.47%	-2.98%	+10.87%	+8.96%	0.42
WEALTH WEAVER GROWTH PORTFOLIO AXIS	Equity	₹1 Cr	-5.59%	-3.38%	+2.29%	+4.96%	0.09
WEALTH FOCUS AXIS	Equity	₹6 Cr	-7.20%	-5.57%	+10.43%	+9.59%	0.23
WEALTH OPTIMISER ( AGGRESSIVE SCHEME)1	Equity	₹1 Cr	-4.69%	-15.45%	-1.82%	-1.12%	-0.36
WEALTH OPTIMISER AGGRESIVE GROWTH AXIS	Equity	₹1 Cr	-4.56%	-15.47%	-3.82%	+12.69%	-0.20
WEALTH SPIRAL ( DYNAMIC SCHEME) 2	Equity	₹0 Cr	-7.39%	-18.00%	-9.10%	+3.04%	-0.35
WEALTH FLEXI FUND	Equity	₹0 Cr	-6.91%	-99.39%	-80.60%	+8.60%	-0.43

WEALTH WEAVER (GROWTH PORTFOLIO)

KALPAVRUKSHA MODERATE SCHEME

KALPAVRUKSHA ULTRA CONSERVATIVE SCHEME

WEALTH OPTIMISER (AGGRESSIVE GROWTH)

WEALTH SPIRAL DYNAMIC PORTFOLIO AXIS

WEALTH DOMINION

WEALTH WEAVER GROWTH PORTFOLIO AXIS

WEALTH FOCUS AXIS

WEALTH OPTIMISER ( AGGRESSIVE SCHEME)1

WEALTH OPTIMISER AGGRESIVE GROWTH AXIS

WEALTH SPIRAL ( DYNAMIC SCHEME) 2

WEALTH FLEXI FUND