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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
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Portfolio age4 years, 7 months
1.14%
1.92%
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 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_logoFUND SUMMARY

AUM (₹ Cr)
12.77
(As on May, 2025)
Inception Date
Sep 01, 2021
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

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

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

Income Tax Calculator Lum-Sum Calculator Dividend Yield Calculator CAGR Calculator SIP Calculator FD Calculator Top-Up Calculator Latte Factor Calculator

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bt_logoPEER ANALYSIS

  • table
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Equity Multi Cap
AUM (₹ Cr)
₹173.39 Cr
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 267
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 267
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 267
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 267
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 267
Fixed Fee
2.50%
Scheme Return
7.66%
Benchmark Return
0.45%
Capital 8 Infinity Fund
AUM (₹ Cr)
₹142.81 Cr
Hurdle Rate
NA
Benchmark
S&P BSE 500 TRI
Category Rank
6 Out of 267
Fixed Fee
NA
Scheme Return
7.56%
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
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Compare
SmartCore
AUM (₹ Cr)
₹27.33 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
91 Out of 267
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
96 Out of 267
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
114 Out of 267
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
128 Out of 267
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
160 Out of 267
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_logoFAQs

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%

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