Mutual funds are selected based on their alignment with the roots & wings philosophy, as well as their diversification across asset classes and sectors. Additional selection criteria include monitoring credit scores of bond holdings, calculating a proprietary score to assess fragility, and evaluating peer performance rank scores through quartile ranking and rolling rank analysis
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3Y annualised returns
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Benchmark returns (NIFTY 50 Total Return Index)
Launch date
01 Oct '23
Total AUM
₹0.15Cr
Min. investment
₹50,00,000
Benchmark
NIFTY 50 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity100.0%
Min. investment & fees structure
Min. investment for 1st time
SEBI mandates a minimum investment for investing in PMS
₹50,00,000
Exit load
Fee charged on redemption before the completed holding period