IA Insight Report
IA Insight REPORT

WEALTH FLEXI FUND

Investment Approach Details

₹3.97

(AUM CR)
   

Way2Wealth Brokers Private Limited

Nifty 50 TRI

Equity

Equity

18/01/2013

12.2 Years

5000000

NA

NA

NA

   

The investment objective of this scheme is to seek long term capital appreciation by creating a diversified portfolio of companies across market cap keeping in mind risk (stability) and returns (growth). The portfolio will pre-dominantly comprise of large cap companies, which will provide stability while trying to maximize returns by investing in high-growth mid-cap and small-cap companies.

Fund Manager Details

Siddhant Arun Punjabi

12.00 years

siddhantpunjabi@way2wealth.com

9820578860

NA

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Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 28/02/2025

0.00

0.22