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Wizemarkets - Low Volatility Portfolio
Wizemarkets - Low Volatility Portfolio

Wizemarkets - Low Volatility Portfolio

  • Wizemarkets Analytics Pvt Ltd
  • MULTI CAP AND FLEXI CAP
  • Out of *
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PMS Bazaar
Portfolio age4 years, 4 months
1.14%
1.92%
Hurdle Rate**0.00%
Fixed fee1.50%
Min. Investment50 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 31/05/2025)
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)
Allocation by Market Cap
Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

No data found

bt_logoPEER ANALYSIS

AUM (₹ Cr)
UNDISC.
Hurdle Rate
6%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 256
Fixed Fee
1.75%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 256
Fixed Fee
No Option
AUM (₹ Cr)
₹15.65 Cr
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 256
Fixed Fee
1.00%
AUM (₹ Cr)
₹1,358.90 Cr
Hurdle Rate
15.00%
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 256
Fixed Fee
No Option
AUM (₹ Cr)
₹49.97 Cr
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 256
Fixed Fee
1.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
6 Out of 256
Fixed Fee
1.00%
*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 4698.04 crores. Its current offering of PMS schemes includes 5 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

4,698.04 (As on Dec, 2025)

Number of Schemes

5
Schemes From This AMC
AUM (₹ Cr)
₹407.25 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
31 Out of 256
Fixed Fee
1.50%
AUM (₹ Cr)
₹269.27 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
82 Out of 256
Fixed Fee
No Option
AUM (₹ Cr)
₹25.83 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
116 Out of 256
Fixed Fee
No Option
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
184 Out of 256
Fixed Fee
2.00%
AUM (₹ Cr)
₹809.24 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
193 Out of 256
Fixed Fee
1.50%
*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 - Low Volatility Portfolio?
There is no option for Hurdle rate.
What is the fixed fee charged in Wizemarkets - Low Volatility Portfolio ?
The fixed fee charged in Wizemarkets - Low Volatility Portfolio is 1.50%.
What is the variable fee charged in Wizemarkets - Low Volatility Portfolio ?
There is no option for Variable fee.
What is the profit sharing in Wizemarkets - Low Volatility Portfolio ?
There is no option for Profit sharing.
What is the minimum investment in Wizemarkets - Low Volatility Portfolio ?
The minimum investment in Wizemarkets - Low Volatility Portfolio is ₹50 Lacs
What type of scheme is Wizemarkets - Low Volatility Portfolio?
Wizemarkets - Low Volatility Portfolio is an Equity scheme. It falls in the MULTI CAP AND FLEXI CAP category.
What is the inception date of Wizemarkets - Low Volatility Portfolio?
The inception date of Wizemarkets - Low Volatility Portfolio is Sep 01, 2021.
What is the exit load of Wizemarkets - Low Volatility Portfolio?
Exit load is 0%