Learn
Dynamic gems
TRADESWIFT BROKING PRIVATE LIMITED
46.58 CR AUM
Dynamic gems
TRADESWIFT BROKING PRIVATE LIMITED
46.58 CR AUM
NSE Multi Asset Index 2
Benchmark
2yr 2mo
Age
MULTI_ASSET
Strategy
Rs 50 lacs to 5crores - 2.50%
Above than 5 crores - 2%
Hurdle rate - not applicable
Fixed Fees
Rs 50 lacs to 5cr - 20%
Above Rs 5cr - 17.50%
Hurdle rate nil
Variable Fees
2% of NAV - Exit before 12 months
1.5% of NAV - Exit before 24 months
1% of NAV - Exit before 36 months
NIL if exit after 36 months
Exit Load
NSE Multi Asset Index 2
Benchmark
2yr 2mo
Age
MULTI_ASSET
Strategy
Rs 50 lacs to 5crores - 2.50%
Above than 5 crores - 2%
Hurdle rate - not applicable
Fixed Fees
Rs 50 lacs to 5cr - 20%
Above Rs 5cr - 17.50%
Hurdle rate nil
Variable Fees
2% of NAV - Exit before 12 months
1.5% of NAV - Exit before 24 months
1% of NAV - Exit before 36 months
NIL if exit after 36 months
Exit Load
manish agarwal
Fund Manager
MULTI_ASSETStrategies
Mr. Manish Agarwal working as Principal Officer at Tradeswift Group PMS Division Jaipur. He is responsible for complete functioning of PMS Division. He is an equity research analyst with 6+ years of experience in the financial services industry. He has a proven track record of providing in-depth analysis of companies and industries, as well as generating high-quality research reports. He is also skilled in financial modeling, valuation, and data analysis along with strong communicator and presenter.
Purpose
It is to generate superior risk adjusted return by investing in a diversified portfolio of equities across all market capitalization. It may also resort to other listed instruments like debt,bonds,ETF,InVits, REIT also in index derivatives.
Investment Approach v/s Benchmark Metrics
Loading
Unlock all metrics
Login to see the live performance and return
Wealth Creation Calculator
1M IA return
16.40%
1M benchmark return
5.65%
Alpha
10.75%
1M Wealth multiple
1.16x
Investment Approach v/s Benchmark Performance
2026
2026
Loading
Unlock all metrics
Login to see the live performance and return
Wealth Creation Calculator
1M IA return
16.40%
1M benchmark return
5.65%
Alpha
10.75%
1M Wealth multiple
1.16x
Similar Investment Approaches
360 One Mandate - Balanced
360 One Portfolio Managers Limited (Formerly Known As Iifl Wealth Portfolio Managers Limited)
₹5,057.94 Cr
MA
360 One Mandate - Aggressive
360 One Portfolio Managers Limited (Formerly Known As Iifl Wealth Portfolio Managers Limited)
₹2,225.14 Cr
MA
Kotak Evolv Plus Asset Allocation Investment Approach
Kotak Mahindra Asset Management Company Ltd
₹1,193 Cr
MA
Infinity Core Approach
Nuvama Asset Management Limited
₹1,105.05 Cr
MA
360 One Mandate - Conservative
360 One Portfolio Managers Limited (Formerly Known As Iifl Wealth Portfolio Managers Limited)
₹1,073.91 Cr
MA