Wealth Managers (India) Private Limited - Fund Manager
Part of team since June 2001 Working with Wealth Managers since December 2003 Articles with Kirtane & Pandit Chartered Accountants; Pune; M.Com (Pune University) Associate Chartered Accountant CFPCM (Certified Financial Planner)
Fund Name | Classification | Fund AUM (Cr.) |
|---|---|---|
Wealth Managers - Focused Leadership Portfolio | Equity: Multi Cap | 136.59 |
Fund Manager Overview
| Top Holdings - Consoloidated | Wts(%) |
|---|---|
| Cash and Equivalents | 9.39% |
| State Bank of India | 7.77% |
| Tata Motors Ltd | 7.54% |
| HDFC Bank Ltd | 6.60% |
| Bajaj Finance Ltd | 6.35% |
| Fund Name | 1M | 3M | 6M | 1Y | 3Y | 5Y | Since Inception |
|---|---|---|---|---|---|---|---|
| Wealth Managers - Focused Leadership Portfolio | 4.88% | 8.2% | 17.37% | 24.13% | 10.28% | 18.61% | 14.69% |
Fund Performance
Sector Weights
-
Aum Movement
Fund Manager History
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