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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
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PMS Bazaar
Portfolio age11 years, 4 months
4.79%
-1.14%
Hurdle Rate**10.00%
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

TRAILING PERFORMANCE

(As on 31/08/2026)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year
No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (3.17%)
Allocation by Market Cap
Small Cap (45.03%)
Mid Cap (13.54%)
Large Cap (38.26%)
Sector Holdings
  • Financial Services31.62%
  • Fast Moving Consumer Goods20.7%
  • Capital Goods20.49%
  • Healthcare10.57%
  • Automobile and Auto Components5.33%
Stock Holdings
  • State Bank Of India8.44%
  • Laurus Labs Limited8.11%
  • Raghav Productivity Enhancers Limited7.92%
  • Manorama Industries Limited7.73%
  • HDFC Bank Ltd.6.98%

PORTFOLIO MANAGERS

Mayur Parkeria
  • Manager Rank Out of 0
    i
    Rank is based on 3-year return
  • Schemes Managed0
  • Total AUMUndisclosed
  • Highest Return In 1 Yr-Infinity%
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)

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No Data Found!

*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FUND SUMMARY

AUM (₹ Cr)
144.67
(As on Aug, 2026)
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

FEE STRUCTURE

Fixed Fee
2.00% or 1.75% or 1.50%
Variable Fee
1.25% or 1.00% or 0.75%
Hurdle Rate
10.00%
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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INVESTMENT 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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PEER ANALYSIS

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No Data Found!

*Returns less than and equal to 1 year are absolute and returns above one year are annualized

ABOUT AMC

Wealth Managers (India) Pvt Ltd
Wealth Managers (India) Pvt Ltd manages assets worth Rs 990.80 crores. Its current offering of PMS schemes includes

AUM (₹ cr)

990.80 (As on Aug, 2026)

Number of Schemes

0
Schemes From This AMC
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No Data Found!

*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FAQs

What is the hurdle rate of Wealth Managers - Focused Leadership Portfolio?
The hurdle rate of Wealth Managers - Focused Leadership Portfolio is 10.00%.
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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