© 2026 Wisefolio. Legal and disclaimers
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Past performance is not indicative of future returns. All returns are time-weighted (TWRR). Investments in securities markets are subject to market risks. Read all the related documents carefully before investing.
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
| Period | This strategy | S&P BSE 500 TRI | Difference |
|---|---|---|---|
| 1 Month | −8.2% | −5.6% | −2.6% |
| 3 Months | −0.6% | −3.6% | +3.0% |
| 6 Months | +16.1% | +8.1% | +8.0% |
| 1 Year | +1.6% | −2.3% | +4.0% |
|---|
| 2 Years | +1.0% | −3.9% | +4.9% |
|---|
| 3 Years (CAGR) | +8.1% | +9.2% | −1.1% |
|---|
| 4 Years (CAGR) | +7.8% | +11.2% | −3.4% |
|---|
| 5 Years (CAGR) | 0.0% | +8.9% | −8.9% |
|---|
| Since launch | +4.8% | +11.7% | −6.8% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 58-month window · Source: Computed from NAV history
Maximum drawdown: 15.8%
Atlas Integrated Finance’s story and investment philosophy are on the Atlas Integrated Finance firm page.
Nilesh B Shah
Chairman & Managing Director
Founder & Managing Director of Atlas Integrated Finance Ltd. Holds a B.E. in Electrical from V.J.T.I. and a D.A.M. from Jamnalal Bajaj Institute of Management Studies.
Sucheta N Shah
Promoter & Director
Holds a Master's in Management (Finance) from S.P. Jain Institute of Management, Mumbai, with 25 years of experience in finance. Independent Director on various corporate boards.
Miloni R Shah
Partner – Wealth Solutions
Holds an MBA from Welingkar Institute of Management Development & Research, Mumbai, with over 7 years of professional experience in client servicing, client management and strategic communications. NISM-Series-XIX-A certified in Alternative Investment Funds (Category I and II). As Partner – Wealth Solutions, she focuses on client relationships and tailored investment and wealth management solutions.
Registration No
INP000000530
Fund Manager
Sucheta Shah
Principal Officer
Sucheta Shah
Inflow
₹0.00 Cr
Outflow
₹0.00 Cr
Net
₹0.00 Cr
Not reported — complaint data for this strategy isn't available yet.
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