Wave-Bloom
EQUITY FLEXI CAP
Absolute return strategy that invests in a focused portfolio of very high quality companies with a margin of safety on valuations. The strategy employs various risk management techniques such as investing in foreign equity, gold and hedging with put options.
+5.32%
1Y annualised returns
+3.64%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
03 May '24
Total AUM
₹6.39Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
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
0.00%
PMS management
AAAshwin AgarwalCFA Portfolio ManagerView details
AA
Ashwin Agarwal
CFA Portfolio Manager
View details
About
CFA. 15 years of experience in asset management
PMS house
Wave Asset Private Limited
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