R. Wadiwala Securities Private Limited • Equity
R Wadiwala Ethical Portfolio - PMS is an equity portfolio management service (PMS) strategy run by R. Wadiwala Securities Private Limited, launched on 6 Nov 2019. As of 30 Sep 2026, it manages ₹12.97 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are -9.28% over 1 year, +5.89% over 3 years and +8.41% over 5 years (+12.18% since inception). Over 3 years, the BSE 500 TRI returned +8.02%, so the strategy is 2.13 percentage points behind of its benchmark. Its 3-year return ranks 398th 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: Sanctum Indian Titans (+5.95%), Prime Picks (+5.90%), Centrum Built to Grow Multicap NRI. (+5.86%), Ad Astra Fund (+5.81%).
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 | -8.15% |
| 3 Months | -2.47% |
| 1 Year | -9.28% |
| 3 Years | +5.89% |
| 5 Years | +8.41% |
| Since Inception | +12.18% |
| 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 Ethical Portfolio - PMS has a 1-year return of -9.28%, a 3-year return of +5.89%, a 5-year return of +8.41% and +12.18% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, R Wadiwala Ethical Portfolio - PMS returned +8.41% against +7.62% for the BSE 500 TRI, 0.79 percentage points ahead. Over 3 years it returned +5.89% against +8.02%; Over 1 year it returned -9.28% 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 Ethical Portfolio - PMS's 3-year return of +5.89% ranks 398th as of 30 Sep 2026.
R Wadiwala Ethical Portfolio - PMS is managed by NAINISH J. WADIWALA at R. Wadiwala Securities. The strategy manages ₹12.97 Cr of client assets as of 30 Sep 2026.
R Wadiwala Ethical Portfolio - PMS manages ₹12.97 Cr of client assets as of 30 Sep 2026.
The fee structure for R Wadiwala Ethical Portfolio - PMS includes: management fee: Fixed Fees: 2.50%; performance fee: Variable Fees: 0; exit load: 0.
The minimum investment for R Wadiwala Ethical Portfolio - PMS is ₹50 Lakhs.
R Wadiwala Ethical Portfolio - PMS was launched on 6 Nov 2019. It has a 6-year track record.
Description
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