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Wizemarkets - Long Term Portfolio
Wizemarkets - Long Term Portfolio

Wizemarkets - Long Term Portfolio

  • Wizemarkets Analytics Pvt Ltd
  • Multi Cap AND Flexi Cap
  • 26
    Out of 129*
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Portfolio age8 years, 4 months
0.13%
-0.51%
Hurdle Rate**0.00%
Fixed fee1.50%
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 28/02/2026)
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)
Allocation by Market Cap
Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

Krishna Appala
  • Manager Rank36 Out of 175
    i
    Rank is based on 3-year return
  • Schemes Managed2
  • Total AUM1097.59
  • Highest Return In 1 Yr16.08%
Profile

Krishna Appala has 13 years of experience spanning equity research, portfolio management, and business analysis. Previously, he held roles at Publicis Sapient, Societe Generale, and Fiserv India, building expertise in financial strategy, risk management, and data-driven decision-making. Krishna holds an MBA from IMT Ghaziabad, a PG Diploma from IIIT Bangalore, and a B.Tech from JNTUK University.

Other Schemes
  • table
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Compare
Wizemarkets - Momentum Portfolio
AUM (₹ Cr)
₹332.45 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
94 Out of 263
Fixed Fee
1.50%
Scheme Return
1.51%
Benchmark Return
-0.51%
Wizemarkets - Long Term Portfolio
AUM (₹ Cr)
₹765.14 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
158 Out of 263
Fixed Fee
1.50%
Scheme Return
0.13%
Benchmark Return
-0.51%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
765.14
(As on Feb, 2026)
Inception Date
Nov 02, 2017
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
1.50%
Variable Fee
No Option
Hurdle Rate
No Option
Profit Sharing
No Option
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bt_logoINVESTMENT PHILOSOPHY

Objective

The Capitalmind Momentum Portfolio is a rule-based investing system that buys outperforming securities and avoids – or sell short –underperforming ones every month based on following the trend

Investment Approach

Adjusts price returns for volatility, ranks them in descending order every month and picks the top stocks showing the strongest momentum

bt_logoCalculators

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Wizemarkets - Long Term Portfolio
AUM (₹ Cr)
₹765.14 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
158 Out of 263
Fixed Fee
1.50%
Scheme Return
0.13%
Benchmark Return
-0.51%
Equity Multi Cap
AUM (₹ Cr)
₹173.39 Cr
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 263
Fixed Fee
No Option
Scheme Return
11.21%
Benchmark Return
0.45%
Purnartha - Pratham Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
25% or 10% or 5%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 263
Fixed Fee
No Option
Scheme Return
9.64%
Benchmark Return
0.45%
Purnartha - Vision Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
25% or 10% or 5%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 263
Fixed Fee
No Option
Scheme Return
8.74%
Benchmark Return
0.45%
Motilal Oswal - Ethical Strategy
AUM (₹ Cr)
₹71.25 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 263
Fixed Fee
2.50%
Scheme Return
8.35%
Benchmark Return
0.45%
Emkay - ENVI
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 263
Fixed Fee
2.50%
Scheme Return
7.66%
Benchmark Return
0.45%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Wizemarkets Analytics Pvt Ltd
Wizemarkets Analytics Pvt Ltd manages assets worth Rs 4514.55 crores. Its current offering of PMS schemes includes 5 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

4,514.55 (As on Feb, 2026)

Number of Schemes

5
Schemes From This AMC
  • table
  • Grid
Compare
SmartCore
AUM (₹ Cr)
₹27.33 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
89 Out of 263
Fixed Fee
No Option
Scheme Return
1.55%
Benchmark Return
-0.51%
Wizemarkets - Momentum Portfolio
AUM (₹ Cr)
₹332.45 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
94 Out of 263
Fixed Fee
1.50%
Scheme Return
1.51%
Benchmark Return
-0.51%
All Weather Equity
AUM (₹ Cr)
₹269.69 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
112 Out of 263
Fixed Fee
No Option
Scheme Return
0.96%
Benchmark Return
-0.51%
NRI Surge India
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
126 Out of 263
Fixed Fee
2.00%
Scheme Return
0.7%
Benchmark Return
-0.51%
Wizemarkets - Long Term Portfolio
AUM (₹ Cr)
₹765.14 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
158 Out of 263
Fixed Fee
1.50%
Scheme Return
0.13%
Benchmark Return
-0.51%
*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 Wizemarkets - Long Term Portfolio?
There is no option for Hurdle rate.
What is the fixed fee charged in Wizemarkets - Long Term Portfolio ?
The fixed fee charged in Wizemarkets - Long Term Portfolio is 1.50%.
What is the variable fee charged in Wizemarkets - Long Term Portfolio ?
There is no option for Variable fee.
What is the profit sharing in Wizemarkets - Long Term Portfolio ?
There is no option for Profit sharing.
What is the minimum investment in Wizemarkets - Long Term Portfolio ?
The minimum investment in Wizemarkets - Long Term Portfolio is ₹50 Lacs
What type of scheme is Wizemarkets - Long Term Portfolio?
Wizemarkets - Long Term Portfolio is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Wizemarkets - Long Term Portfolio?
The inception date of Wizemarkets - Long Term Portfolio is Nov 02, 2017.
What is the exit load of Wizemarkets - Long Term Portfolio?
Exit load is 0%

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