Kalpavruksha Moderate Scheme is a hybrid portfolio management service (PMS) strategy run by Way2Wealth Brokers Private Limited, launched on 11 Apr 2023. It manages ₹4.51 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +9.28% over 1 year and +13.16% over 3 years (+13.22% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹4.51 Cr
3-year return
+13.16%
Minimum investment
₹50 Lakhs
Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
Fund Manager
Not Disclosed
Assets (AUM)
₹4.51 Cr
Benchmark Index
Nifty 500 TRI
Inception Date
11/04/2023
Trailing Returns
Trailing returns
Period
Return
1 Month
+0.37%
3 Months
+1.68%
1 Year
+9.28%
3 Years
+13.16%
Since Inception
+13.22%
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Frequently asked questions about Kalpavruksha Moderate Scheme
What are the returns of Kalpavruksha Moderate Scheme?
Kalpavruksha Moderate Scheme has a 1-year return of +9.28%, a 3-year return of +13.16% and +13.22% since inception. Past performance is not indicative of future results.
What is the AUM of Kalpavruksha Moderate Scheme?
Kalpavruksha Moderate Scheme manages ₹4.51 Cr of client assets.
What is the minimum investment for Kalpavruksha Moderate Scheme?
The minimum investment for Kalpavruksha Moderate Scheme is ₹50 Lakhs.
When was Kalpavruksha Moderate Scheme launched?
Kalpavruksha Moderate Scheme was launched on 11 Apr 2023. It has a 3-year track record.