W WealthEdge

EQUITY FLEXI CAP

Active alpha oriented strategy designed to maximise risk-adjusted performance

+5.56%

1Y annualised returns

-2.33%

Benchmark returns (S&P BSE 500 Total Return Index)

Launch date

20 Dec '24

Total AUM

₹166.43Cr

Min. investment

Benchmark

S&P BSE 500 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Domestic Equities87.7%

Gold9.8%

Debt2.2%

REITs & InvITs0.3%

Equity market cap split

Large Cap55.5%

Mid Cap27.4%

Small Cap17.1%

Min. investment & fees structure

Exit load

Fee charged on redemption before the completed holding period

1% for 1 Year and Nil thereon

PMS management

Experience

12+ years of experience

Investment philosophy

Known for multi-asset strategies

Previously worked at

Awards

Leads multi-asset research and investment strategy with a focus on delivering consistent, risk-adjusted alpha across market cycles. Frequently sought for insights on markets, asset allocation, and macro trends by financial publications and platforms.

PMS house

Finwizard Technology Private Limited

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