AIF · Equity · CAT III - LONG ONLY - MULTI CAP & FLEXI CAP
YES Wealth Maximiser AIF
IRRSince inception18.57%
1Y return5.06%
Minimum investment₹1 Crore
Fund age2 yrs 5 mo
Fund Managers
Rajkumar Rathi
Rajkumar Rathi
Chief Investment Officer, YES Securities (India)
Rajkumar Rathi has more than 20 years of experience in Indian Capital Markets across Asset Management, Wealth Management and Investment Banking. Rajkumar is currently chief investment officer at Yes Securities India Ltd. In his earlier stints, Rajkumar worked with Kotak Mahindra Asset Management, ICICI Securities and Anand Rathi Group etc. He was awarded “Top Under 40 alternative investment professionals” and was also shortlisted for “Phase 2 of the Economic Times Young Leaders Award”. By qualification, He is Chartered Accountant (CA) and Chartered Financial Analyst (CFA).
Managing AUM₹368 Cr
Sachin Shardul
Sachin Shardul
Product Manager: Fixed Income, YES Securities (India)
Sachin Shardul is a finance professional with over 15 years of experience across fixed income, asset management, investment products, fund management, and investment operations. He currently leads the Fixed Income Product & Platform at Yes Securities (India) Limited and has been instrumental in setting up, scaling, and managing fixed income desk, fund-raising, and multi-asset strategies. His prior experience includes roles with Tata Asset Management Limited, Indiabulls Asset Management Company, Mirae Asset Global Investments (India) Pvt. Ltd., Deutsche Bank N.A., and DBS Bank, where he handled responsibilities across product development, managed funds, distributor due diligence, investment operations, and third-party investment products. He has a bachelor’s degree in BMS from St. Xavier’s College, Mumbai.
Managing AUM₹207 Cr
Vidhi Raval
Vidhi Raval
Assistant Fund Manager (AIF Fund Management), YES Securities (India)
Vidhi has over 6 years of experience in capital markets working with YES Securities. She has conceptualized & been instrumental in the multi-asset fund set-up & investment strategy design for long-only AIF with active involvement in the portfolio construct. She has worked with Deloitte Haskins & Sells LLP, IndusInd Bank & Fed Bank Financial Services Ltd. She has completed Masters (MSc) in Finance from Strathclyde Business School in UK, Chartered Accountancy (2 levels) & BCom from Narsee Monjee College of Commerce & Economics.
Managing AUM₹207 Cr
Growth of₹Cr
YES Wealth Maximiser AIF
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
YES Wealth Maximiser AIF4.85%5.06%———18.57%
Nifty 500−1.07%—————
Excess over benchmark5.92%—————
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Jul 2026.
Risk : What you take on to earn the return
Volatility
10.66%
A standard deviation reflecting historical swings.
Risk-reward
0.14
Sharpe
Excess return gained per unit of volatility.
How far below its previous high it fell
Over the trailing 1Y window the scheme fell −7.47%, and recovered on 30 Jun 2026.
Max drawdowns
−7.47%
Scheme Drawdown Trajectory
Drawdown analysisPeakTroughDepthFell overRecoveredRecovery took
Scheme––−7.47%–30 Jun 2026–
Benchmark31 Jul 202530 Mar 2026−14.69%242 days––
Scheme
Peak–
Trough–
Depth−7.47%
Fell over–
Recovered30 Jun 2026
Recovery took–
Benchmark
Peak31 Jul 2025
Trough30 Mar 2026
Depth−14.69%
Fell over242 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 1Y window · As on 31 Jul 2026
Portfolio Details : Where the money actually sits
Asset class
Equity
Market cap
Large cap46.38%
Mid cap14.88%
Small cap19.99%
Cash & others18.75%
As on 31 Jul 2026
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