PMS · Equity · Flexi Cap
Wave-Bloom
Fund size₹8 Cr
IRRSince inception12.70%
1Y return0.34%
Fund age2 yrs 3 mo
Fund Manager
Growth of₹Cr
Wave Bloom
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Wave Bloom | −8.17% | 0.34% | 9.20% | — | — | 12.70% |
| Nifty 500 | −1.02% | 2.98% | 0.42% | — | — | 5.68% |
| Excess over benchmark | −7.15% | −2.64% | 8.78% | — | — | 7.02% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Risk : What you take on to earn the return
Volatility
8.98%
Benchmark approx 15.62%
A standard deviation reflecting historical swings.
Sensitivity
0.39
Beta vs benchmark 1.00 · 61% less reactive
How strongly the scheme moves with the index.
Risk-reward
−0.50
Sharpe
Excess return gained per unit of volatility.
How far below its previous high it fell
Over the trailing 1Y window the scheme fell −10.25%. It has not yet recovered.
Max drawdowns
−10.25%
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | – | – | −10.25% | – | – | – |
| Benchmark | 01 Sep 2025 | 30 Mar 2026 | −14.69% | 210 days | – | – |
Scheme
Peak–
Trough–
Depth−10.25%
Fell over–
Recovered–
Recovery took–
Benchmark
Peak01 Sep 2025
Trough30 Mar 2026
Depth−14.69%
Fell over210 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 Aug 2026
Portfolio Details : Where the money actually sits
Stocks
10
P/E ratio
15.00
P/B ratio
2.10
Dividend yield
1.70%
Asset class
Equity
Market cap
Large cap71.00%
Mid cap18.00%
Small cap10.00%
Cash & others1.00%
As on 30 Jun 2026
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