R. Wadiwala Securities Private Limited • Equity
R Wadiwala Agile PE Ratio Portfolio - Master is an equity portfolio management service (PMS) strategy run by R. Wadiwala Securities Private Limited, launched on 23 Jul 2012. As of 30 Sep 2026, it manages ₹3.5 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are -12.37% over 1 year, +8.48% over 3 years and +5.85% over 5 years (+9.61% since inception). Over 3 years, the BSE 500 TRI returned +8.02%, so the strategy is 0.46 percentage points ahead of its benchmark. Its 3-year return ranks 323rd of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by NAINISH J. WADIWALA.
Ranked nearby on 3-year return: Emerging Moat (+8.49%), NAFA Emerging Blue Chip Portfolio (+8.48%), Blended- Rangoli (+8.46%), InCred Multicap Portfolio (+8.46%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -6.43% |
| 3 Months | -5.09% |
| 1 Year | -12.37% |
| 3 Years | +8.48% |
| 5 Years | +5.85% |
| Since Inception | +9.61% |
| management fee | Fixed Fees: 2.50% |
| performance fee | Variable Fees: 0 |
| exit load | 0 |
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.
Book an intro callR Wadiwala Agile PE Ratio Portfolio - Master has a 1-year return of -12.37%, a 3-year return of +8.48%, a 5-year return of +5.85% and +9.61% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, R Wadiwala Agile PE Ratio Portfolio - Master returned +5.85% against +7.62% for the BSE 500 TRI, 1.77 percentage points behind. Over 3 years it returned +8.48% against +8.02%; Over 1 year it returned -12.37% against -3.22%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, R Wadiwala Agile PE Ratio Portfolio - Master's 3-year return of +8.48% ranks 323rd as of 30 Sep 2026.
R Wadiwala Agile PE Ratio Portfolio - Master is managed by NAINISH J. WADIWALA at R. Wadiwala Securities. The strategy manages ₹3.5 Cr of client assets as of 30 Sep 2026.
R Wadiwala Agile PE Ratio Portfolio - Master manages ₹3.5 Cr of client assets as of 30 Sep 2026.
The fee structure for R Wadiwala Agile PE Ratio Portfolio - Master includes: management fee: Fixed Fees: 2.50%; performance fee: Variable Fees: 0; exit load: 0.
The minimum investment for R Wadiwala Agile PE Ratio Portfolio - Master is ₹50 Lakhs.
R Wadiwala Agile PE Ratio Portfolio - Master was launched on 23 Jul 2012. It has a 14-year track record.
Description
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