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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 | −5.9% | −5.6% | −0.4% |
| 3 Months | −7.4% | −3.6% | −3.8% |
| 6 Months | +8.4% | +8.1% | +0.3% |
| 1 Year | −12.9% | −2.3% | −10.5% |
|---|
| 2 Years | −15.8% | −3.9% | −11.9% |
|---|
| 3 Years (CAGR) | −1.6% | +9.2% | −10.8% |
|---|
| 4 Years (CAGR) | +2.4% | +11.2% | −8.8% |
|---|
| 5 Years (CAGR) | −1.7% | +8.9% | −10.6% |
|---|
| Since launch | +10.3% | +11.7% | −1.4% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 68-month window · Source: Computed from NAV history
Maximum drawdown: 34.6%
Basant Maheshwari Wealth Advisers’s story and investment philosophy are on the Basant Maheshwari Wealth Advisers firm page.
Basant Maheswari
Co-Founder, Author
Basant brings over 30 years of experience in equity investing. Starting with modest capital, he has identified several multi-bagger stocks across market cycles such as Pantaloon Retail, Page Industries, Titan, Hawkins, Bajaj Finance and Avenue Supermart. He is the author of the bestselling book 'The Thoughtful Investor', which outlines his long-term, business-first investing philosophy. Basant is a regular commentator on his YouTube channel and on X. He has appeared frequently on leading business news platforms such as CNBC TV18, ET Now, Bloomberg Quint, CNBC Awaaz and Zee Business. He was also featured in Reader's Digest March 2013 lead story, 'Secret of Self-Made Millionaires'.
Shalu Mehra
Co-Founder
Shalu brings over 15 years of professional experience across hospitality, customer service, HR recruitment and corporate training. This experience has shaped a strong understanding of business operations, people management and execution, which is critical for investing. A value investor for over two decades, she has tracked and invested across market cycles. Her focus includes Indian equities and close tracking of global markets, including the US markets.
Rashmi Choudhary
Compliance Officer
Megha Maheshwari
Senior Research Analyst
Priyank Jhawar
Manager, Customer Support
Priya Sadani
Research Analyst
Jayashree Desai
Client Communication & Administration
Mayuri Bagve
Senior Accountant
Darshana Khale
Junior Accountant
Ashish Patil
SEO Specialist
Registration No
INP000004946
Fund Manager
Mr. Basant Maheshwari
Principal Officer
Mr. Basant Maheshwari
Inflow
₹0.22 Cr
Outflow
₹9.69 Cr
Net
₹-9.47 Cr
Not reported — complaint data for this strategy isn't available yet.
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