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Wizemarkets - Market Fund
Wizemarkets - Market Fund

Wizemarkets - Market Fund

  • Wizemarkets Analytics Pvt Ltd
  • LARGE CAP
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Portfolio age6 years, 10 months
3.54%
1.92%
Hurdle Rate**0.00%
Fixed fee0.25%
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)
231.93
(As on May, 2025)
Inception Date
Mar 01, 2019
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
0.25%
Variable Fee
No Option
Hurdle Rate
No Option
Profit Sharing
No Option
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bt_logoINVESTMENT PHILOSOPHY

Objective

The Capitalmind Market portfolio is a strategy designed to invest in stocks/equities without trying to predict which fund manager is most likely to deliver the best returns over the next1, 5 or 10 years.

Investment Approach

All ETF portfolio with exposure to top 100 Indian and US technology stocks free from human biases with low churn and cost

bt_logoCalculators

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Karma Capital - Magnolia
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
1 Out of 29
Fixed Fee
2.00%
Scheme Return
2.88%
Benchmark Return
1.92%
SCSL - Long Term Value Compounder
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 29
Fixed Fee
2.50%
Scheme Return
2.61%
Benchmark Return
1.92%
ithought - TRUBLU
AUM (₹ Cr)
₹92.35 Cr
Hurdle Rate
6.00%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 29
Fixed Fee
1.00%
Scheme Return
2.38%
Benchmark Return
1.92%
Pelican - PE Fund
AUM (₹ Cr)
₹52.56 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 29
Fixed Fee
1.50%
Scheme Return
2.11%
Benchmark Return
1.92%
Narnolia - Large Cap
AUM (₹ Cr)
₹112.79 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 29
Fixed Fee
2.50%
Scheme Return
2.06%
Benchmark Return
1.92%
Right Horizons - India Business Leader
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
6 Out of 29
Fixed Fee
2.50%
Scheme Return
1.89%
Benchmark Return
1.92%
*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 4750.74 crores. Its current offering of PMS schemes includes 5 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

4,750.74 (As on Nov, 2025)

Number of Schemes

5
Schemes From This AMC
  • table
  • Grid
Compare
Wizemarkets - Momentum Portfolio
AUM (₹ Cr)
₹522.00 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
90 Out of 259
Fixed Fee
1.50%
Scheme Return
0.76%
Benchmark Return
1.92%
SmartCore
AUM (₹ Cr)
₹21.75 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
99 Out of 259
Fixed Fee
No Option
Scheme Return
0.58%
Benchmark Return
1.92%
All Weather Equity
AUM (₹ Cr)
₹252.09 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
116 Out of 259
Fixed Fee
No Option
Scheme Return
0.31%
Benchmark Return
1.92%
NRI Surge India
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
179 Out of 259
Fixed Fee
2.00%
Scheme Return
-0.81%
Benchmark Return
0.58%
Wizemarkets - Long Term Portfolio
AUM (₹ Cr)
₹835.85 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
216 Out of 259
Fixed Fee
1.50%
Scheme Return
-1.92%
Benchmark Return
1.92%
*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 - Market Fund?
There is no option for Hurdle rate.
What is the fixed fee charged in Wizemarkets - Market Fund ?
The fixed fee charged in Wizemarkets - Market Fund is 0.25%.
What is the variable fee charged in Wizemarkets - Market Fund ?
There is no option for Variable fee.
What is the profit sharing in Wizemarkets - Market Fund ?
There is no option for Profit sharing.
What is the minimum investment in Wizemarkets - Market Fund ?
The minimum investment in Wizemarkets - Market Fund is ₹50 Lacs
What type of scheme is Wizemarkets - Market Fund?
Wizemarkets - Market Fund is an Equity scheme. It falls in the LARGE CAP category.
What is the inception date of Wizemarkets - Market Fund?
The inception date of Wizemarkets - Market Fund is Mar 01, 2019.
What is the exit load of Wizemarkets - Market Fund?
Exit load is 0%

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