PMS · Equity · Multi Cap
Wealth Managers - Focused Leadership Portfolio
Fund size₹138 Cr
Alpha (3Y)4.87%
3Y return14.56%
Fund age11 yrs 2 mo
Fund Manager
Growth of₹Cr
Wealth Managers Focused Leadership
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Wealth Managers Focused Leadership | 10.85% | 18.11% | 9.10% | 14.56% | 8.71% | 13.67% |
| NIFTY 50 TRI | −7.00% | −0.35% | −1.19% | 8.99% | 8.32% | 11.66% |
| Excess over benchmark | 17.85% | 18.46% | 10.29% | 5.57% | 0.39% | 2.01% |
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
16.72%
Benchmark approx 13.27%
A standard deviation reflecting historical swings.
Sensitivity
1.00
Beta vs benchmark 1.00
How strongly the scheme moves with the index.
Risk-reward
0.55
Sharpe
Excess return gained per unit of volatility.
Capture ratio
114 / 86
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −17.10% from its 11 Dec 2024 peak to a 03 Mar 2025 trough, and recovered on 26 Jun 2025 after 115 days.
Max drawdowns
−17.10%
Recovery period
115 days
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 11 Dec 2024 | 03 Mar 2025 | −17.10% | 82 days | 26 Jun 2025 | 115 days |
| Benchmark | 30 Aug 2024 | 03 Mar 2025 | −15.29% | 185 days | – | – |
Scheme
Peak11 Dec 2024
Trough03 Mar 2025
Depth−17.10%
Fell over82 days
Recovered26 Jun 2025
Recovery took115 days
Benchmark
Peak30 Aug 2024
Trough03 Mar 2025
Depth−15.29%
Fell over185 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 3Y window · As on 31 Aug 2026
Portfolio Details : Where the money actually sits
Stocks
18
P/E ratio
38.70
P/B ratio
4.93
Dividend yield
0.18%
Avg market cap
₹2.81 L Cr
Median market cap
₹51,306 Cr
Asset class
Equity
Market cap
Large cap38.26%
Mid cap13.54%
Small cap45.03%
Cash & others3.17%
As on 31 Aug 2026
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle.
FixedPlan A · Shared upsideFixed Management Fee2.00% / yr
Performance Fee2% of profit
Hurdle RateNot applicable
VariablePlan B · Shared upsideFixed Management Fee1.25% / yr
Performance Fee20% of profit
Hurdle RateAbove 10%
No exit load. Lock-in: Nil.
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