Kalpavruksha Ultra Conservative Scheme is a hybrid portfolio management service (PMS) strategy run by Way2Wealth Brokers Private Limited, launched on 21 Mar 2023. It manages ₹0.68 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +6.15% over 1 year and +6.92% over 3 years (+7.19% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹0.68 Cr
3-year return
+6.92%
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)
₹0.68 Cr
Benchmark Index
Nifty 500 TRI
Inception Date
21/03/2023
Trailing Returns
Trailing returns
Period
Return
1 Month
+0.62%
3 Months
+2.69%
1 Year
+6.15%
3 Years
+6.92%
Since Inception
+7.19%
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 Ultra Conservative Scheme
What are the returns of Kalpavruksha Ultra Conservative Scheme?
Kalpavruksha Ultra Conservative Scheme has a 1-year return of +6.15%, a 3-year return of +6.92% and +7.19% since inception. Past performance is not indicative of future results.
What is the AUM of Kalpavruksha Ultra Conservative Scheme?
Kalpavruksha Ultra Conservative Scheme manages ₹0.68 Cr of client assets.
What is the minimum investment for Kalpavruksha Ultra Conservative Scheme?
The minimum investment for Kalpavruksha Ultra Conservative Scheme is ₹50 Lakhs.
When was Kalpavruksha Ultra Conservative Scheme launched?
Kalpavruksha Ultra Conservative Scheme was launched on 21 Mar 2023. It has a 3-year track record.