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Wizemarkets - Momentum Portfolio
Wizemarkets - Momentum Portfolio

Wizemarkets - Momentum Portfolio

  • Wizemarkets Analytics Pvt Ltd
  • Multi Cap AND Flexi Cap
  • 134
    Out of 143*
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Portfolio age7 years, 5 months
-3.1%
2.36%
Hurdle Rate**0.00%
Fixed fee1.00%
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 31/07/2026)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year
No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)
Allocation by Market Cap
Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

PORTFOLIO MANAGERS

Krishna Appala
  • Manager Rank178 Out of 198
    i
    Rank is based on 3-year return
  • Schemes Managed5
  • Total AUM1231.89
  • Highest Return In 1 Yr6.51%
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
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Compare
All Weather Equity
AUM (₹ Cr)
₹303.00 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
122 Out of 284
Fixed Fee
0.50%
Scheme Return
1.61%
Benchmark Return
2.36%
SmartCore
AUM (₹ Cr)
₹33.91 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
208 Out of 284
Fixed Fee
0.75%
Scheme Return
-0.11%
Benchmark Return
2.36%
NRI Surge India
AUM (₹ Cr)
₹19.47 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
255 Out of 284
Fixed Fee
2.00%
Scheme Return
-1.59%
Benchmark Return
2.36%
Wizemarkets - Long Term Portfolio
AUM (₹ Cr)
₹649.19 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
271 Out of 284
Fixed Fee
1.00%
Scheme Return
-2.53%
Benchmark Return
2.36%
Wizemarkets - Momentum Portfolio
AUM (₹ Cr)
₹226.32 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
276 Out of 284
Fixed Fee
1.00%
Scheme Return
-3.1%
Benchmark Return
2.36%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FUND SUMMARY

AUM (₹ Cr)
226.32
(As on Jul, 2026)
Inception Date
Mar 01, 2019
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is Nil if redeemed in 0-1 year, Nil if redeemed in > 1-2 years, Nil if redeemed in > 2-3 years, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

FEE STRUCTURE

Fixed Fee
1.00%
Variable Fee
No Option
Hurdle Rate
No Option
Profit Sharing
No Option
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INVESTMENT 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.

Calculators

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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PEER ANALYSIS

  • table
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Compare
Wizemarkets - Momentum Portfolio
AUM (₹ Cr)
₹226.32 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
276 Out of 284
Fixed Fee
1.00%
Scheme Return
-3.1%
Benchmark Return
2.36%
Strategic Opportunities Series 1
AUM (₹ Cr)
₹5.93 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 284
Fixed Fee
No Option
Scheme Return
10.54%
Benchmark Return
2.19%
Emkay - Capital Builder
AUM (₹ Cr)
₹575.07 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 284
Fixed Fee
2.50%
Scheme Return
7.24%
Benchmark Return
2.19%
InCred - Multicap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 284
Fixed Fee
2.50%
Scheme Return
6.1%
Benchmark Return
2.19%
Avestha - Long Term Growth
AUM (₹ Cr)
₹1,503.25 Cr
Hurdle Rate
0%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 284
Fixed Fee
1.00%
Scheme Return
5.68%
Benchmark Return
2.19%
Dynamic
AUM (₹ Cr)
₹204.29 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 284
Fixed Fee
No Option
Scheme Return
5.67%
Benchmark Return
2.36%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

ABOUT AMC

Wizemarkets Analytics Pvt Ltd
Wizemarkets Analytics Pvt Ltd manages assets worth Rs 4104.43 crores. Its current offering of PMS schemes includes 5 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

4,104.43 (As on Jun, 2026)

Number of Schemes

5
Schemes From This AMC
  • table
  • Grid
Compare
All Weather Equity
AUM (₹ Cr)
₹303.00 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
122 Out of 284
Fixed Fee
0.50%
Scheme Return
1.61%
Benchmark Return
2.36%
SmartCore
AUM (₹ Cr)
₹33.91 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
208 Out of 284
Fixed Fee
0.75%
Scheme Return
-0.11%
Benchmark Return
2.36%
NRI Surge India
AUM (₹ Cr)
₹19.47 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
255 Out of 284
Fixed Fee
2.00%
Scheme Return
-1.59%
Benchmark Return
2.36%
Wizemarkets - Long Term Portfolio
AUM (₹ Cr)
₹649.19 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
271 Out of 284
Fixed Fee
1.00%
Scheme Return
-2.53%
Benchmark Return
2.36%
Wizemarkets - Momentum Portfolio
AUM (₹ Cr)
₹226.32 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
276 Out of 284
Fixed Fee
1.00%
Scheme Return
-3.1%
Benchmark Return
2.36%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FAQs

What is the hurdle rate of Wizemarkets - Momentum Portfolio?
There is no option for Hurdle rate.
What is the fixed fee charged in Wizemarkets - Momentum Portfolio ?
The fixed fee charged in Wizemarkets - Momentum Portfolio is 1.00%.
What is the variable fee charged in Wizemarkets - Momentum Portfolio ?
There is no option for Variable fee.
What is the profit sharing in Wizemarkets - Momentum Portfolio ?
There is no option for Profit sharing.
What is the minimum investment in Wizemarkets - Momentum Portfolio ?
The minimum investment in Wizemarkets - Momentum Portfolio is ₹50 Lacs
What type of scheme is Wizemarkets - Momentum Portfolio?
Wizemarkets - Momentum Portfolio is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Wizemarkets - Momentum Portfolio?
The inception date of Wizemarkets - Momentum Portfolio is Mar 01, 2019.
What is the exit load of Wizemarkets - Momentum Portfolio?
Exit load is Nil if redeemed in 0-1 year, Nil if redeemed in > 1-2 years, Nil if redeemed in > 2-3 years, 0% thereafter.

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