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Select Large Cap Portfolio

Wealth Managers (India) Pvt. Ltd.

27.04 CR AUM

Select Large Cap Portfolio

Select Large Cap Portfolio

Wealth Managers (India) Pvt. Ltd.

27.04 CR AUM

Nifty 50 TRI
Benchmark
2yr 3mo
Age
EQUITY
Strategy
AMC Charge Upto 2.5% P.A.
Fixed Fees
NIL
Variable Fees
1st Year - 3% 2nd Year - 2% 3rd Year - 1%
Exit Load
Nifty 50 TRI
Benchmark
2yr 3mo
Age
EQUITY
Strategy
AMC Charge Upto 2.5% P.A.
Fixed Fees
NIL
Variable Fees
1st Year - 3% 2nd Year - 2% 3rd Year - 1%
Exit Load
Fund manager

mandar bagul

Fund Manager
EQUITYStrategies

Director & Senior Vice President- Advisory. Working with Wealth Managers since March 2003. Articleship with A.H. Joshi & Co, Pune. M. Com (Pune University) A.C.A, C.F.A CFPCM (Certified Financial Planner)

Director & Senior Vice President- Advisory. Working with Wealth Managers since March 2003. Articleship with A.H. Joshi & Co, Pune. M. Com (Pune University) A.C.A, C.F.A CFPCM (Certified Financial Planner)

Purpose

Generate Long Term Capital Appreciation

Investment Approach v/s Benchmark Metrics

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Wealth Creation Calculator

1M IA return
14.34%
1M benchmark return
7.49%
Alpha
6.85%
1M Wealth multiple
1.14x

Investment Approach v/s Benchmark Performance

2026
2026
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Login to see the live performance and return

Wealth Creation Calculator

1M IA return
14.34%
1M benchmark return
7.49%
Alpha
6.85%
1M Wealth multiple
1.14x

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