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Wealth Managers - Focused Leadership Portfolio
Wealth Managers - Focused Leadership Portfolio

Wealth Managers - Focused Leadership Portfolio

  • Wealth Managers (India) Pvt Ltd
  • Multi Cap AND Flexi Cap
  • 76
    Out of 118*
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Portfolio age10 years, 5 months
3.34%
4.62%
Hurdle Rate**10%
Fixed fee2.00% or 1.75% or 1.50%
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (4.38%)
Allocation by Market Cap
Small Cap (38.78%)
Mid Cap (8.32%)
Large Cap (48.52%)
Sector Holdings
  • Financial Services32.83%
  • Fast Moving Consumer Goods17.68%
  • Capital Goods14.78%
  • Healthcare10.14%
  • Construction7.07%
Stock Holdings
  • HDFC Bank Ltd9.77%
  • Bajaj Finance Limited8.83%
  • State Bank Of India8.66%
  • Axiscades Technologies Limited7.45%
  • Larsen & Toubro Limited7.07%

bt_logoPORTFOLIO MANAGERS

Mayur Parkeria
  • Manager Rank120 Out of 168
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUM133.12
  • Highest Return In 1 Yr12.82%
Profile

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)

Other Schemes
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Wealth Managers - Focused Leadership Portfolio
AUM (₹ Cr)
₹133.12 Cr
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
151 Out of 251
Fixed Fee
2.00% or 1.75% or 1.50%
Scheme Return
3.34%
Benchmark Return
4.62%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
133.12
(As on Oct, 2025)
Inception Date
Jun 15, 2015
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 0%
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
2.00% or 1.75% or 1.50%
Variable Fee
1.25% or 1.00% or 0.75%
Hurdle Rate
10%
Profit Sharing
20% Profit sharing above 10% Hurdle or 15% Profit Sharing above 10% hurdle or 15% Profit Sharing above 10% Hurdle
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bt_logoINVESTMENT PHILOSOPHY

Objective

“Focused Leadership Portfolio” scheme will seek to achieve superior long term returns through focused participation in equity markets. The portfolio will have concentrated exposure to established and emerging leaders and would revolve around basic theme of buying enduring and strong businesses at fair valuations.

Investment Approach

“Focused Leadership Portfolio” scheme will seek to achieve superior long term returns through focused participation in equity markets. The portfolio will have concentrated exposure to established and emerging leaders and would revolve around basic theme of buying enduring and strong businesses at fair valuations.

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bt_logoPEER ANALYSIS

  • table
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Compare
Wealth Managers - Focused Leadership Portfolio
AUM (₹ Cr)
₹133.12 Cr
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
151 Out of 251
Fixed Fee
2.00% or 1.75% or 1.50%
Scheme Return
3.34%
Benchmark Return
4.62%
InCred - Multicap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 251
Fixed Fee
2.50%
Scheme Return
9.09%
Benchmark Return
4.27%
Agreya - Total Return Enhancer
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 251
Fixed Fee
2.50%
Scheme Return
7.85%
Benchmark Return
4.27%
Fident All-Season India Resurgent portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 251
Fixed Fee
2.00%
Scheme Return
7.7%
Benchmark Return
4.3%
Agreya - Total Return
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 251
Fixed Fee
2.50%
Scheme Return
7.35%
Benchmark Return
4.27%
White Pine India Emerging Stars
AUM (₹ Cr)
₹405.16 Cr
Hurdle Rate
No Option
Benchmark
MSEI SX 40 TRI
Category Rank
5 Out of 251
Fixed Fee
No Option
Scheme Return
7.35%
Benchmark Return
4.09%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Wealth Managers (India) Pvt Ltd
Wealth Managers (India) Pvt Ltd manages assets worth Rs 915.86 crores. Its current offering of PMS schemes includes 1 Multi Cap And Flexi Cap scheme.

AUM (₹ cr)

915.86 (As on Oct, 2025)

Number of Schemes

1
Schemes From This AMC
  • table
  • Grid
Compare
Wealth Managers - Focused Leadership Portfolio
AUM (₹ Cr)
₹133.12 Cr
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
151 Out of 251
Fixed Fee
2.00% or 1.75% or 1.50%
Scheme Return
3.34%
Benchmark Return
4.62%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Wealth Managers - Focused Leadership Portfolio?
The hurdle rate of Wealth Managers - Focused Leadership Portfolio is 10%.
What is the fixed fee charged in Wealth Managers - Focused Leadership Portfolio ?
The fixed fee charged in Wealth Managers - Focused Leadership Portfolio is 2.00% or 1.75% or 1.50%.
What is the variable fee charged in Wealth Managers - Focused Leadership Portfolio ?
The variable fee charged in Wealth Managers - Focused Leadership Portfolio is 1.25% or 1.00% or 0.75%.
What is the profit sharing in Wealth Managers - Focused Leadership Portfolio ?
The profit sharing in Wealth Managers - Focused Leadership Portfolio is 20% Profit sharing above 10% Hurdle or 15% Profit Sharing above 10% hurdle or 15% Profit Sharing above 10% Hurdle.
What is the minimum investment in Wealth Managers - Focused Leadership Portfolio ?
The minimum investment in Wealth Managers - Focused Leadership Portfolio is ₹50 Lacs
What type of scheme is Wealth Managers - Focused Leadership Portfolio?
Wealth Managers - Focused Leadership Portfolio is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Wealth Managers - Focused Leadership Portfolio?
The inception date of Wealth Managers - Focused Leadership Portfolio is Jun 15, 2015.
What is the exit load of Wealth Managers - Focused Leadership Portfolio?
Exit load is 0%

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