Wealth Spiral Dynamic Portfolio AXIS is an equity portfolio management service (PMS) strategy run by Way2Wealth Brokers Private Limited, launched on 1 Jan 2010. It manages ₹0.83 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +1.15% over 1 year, +27.36% over 3 years and +27.48% over 5 years (+9.83% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹0.83 Cr
3-year return
+27.36%
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)
₹0.83 Cr
Benchmark Index
Nifty 500 TRI
Inception Date
01/01/2010
Trailing Returns
Trailing returns
Period
Return
1 Month
+2.71%
3 Months
+8.05%
1 Year
+1.15%
3 Years
+27.36%
5 Years
+27.48%
Since Inception
+9.83%
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 Wealth Spiral Dynamic Portfolio AXIS
What are the returns of Wealth Spiral Dynamic Portfolio AXIS?
Wealth Spiral Dynamic Portfolio AXIS has a 1-year return of +1.15%, a 3-year return of +27.36%, a 5-year return of +27.48% and +9.83% since inception. Past performance is not indicative of future results.
What is the AUM of Wealth Spiral Dynamic Portfolio AXIS?