PMS for PFs and Special Mandates
ENAM India Equity
GOI MANDATE
Q India Value Equity Strategy - Constrained V
ICICI Prudential PMS Contra Strategy
CUSTOMISED DISCRETIONARY PORTFOLIO - EQUITY
© 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 | +1.7% | −5.6% | +7.3% |
| 3 Months | +5.5% | −3.6% | +9.1% |
| 6 Months | +38.6% | +8.1% | +30.6% |
| 1 Year | +1.8% | −2.3% | +4.2% |
|---|
| 2 Years | −6.0% | −3.9% | −2.1% |
|---|
| 3 Years (CAGR) | +11.4% | +9.2% | +2.2% |
|---|
| 4 Years (CAGR) | +18.3% | +11.2% | +7.1% |
|---|
| 5 Years (CAGR) | +20.1% | +8.9% | +11.2% |
|---|
| Since launch | +19.5% | +11.7% | +7.8% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 68-month window · Source: Computed from NAV history
Maximum drawdown: 43.1%
MoneyBee Securities’s story and investment philosophy are on the MoneyBee Securities firm page.
MANAN SHAH
Fund managerAsst. to Portfolio Manager
DHIREN SHAH
Managing Director
The founder, Dhiren Shah, has over 35 years of rich experience in the field of equity research and corporate finance. He started as a sub-broker in the Equity Market, In 2007, he formed the Moneybee Group.
DIPTI SHAH
Director
MONESHI SHAH
Director
RITESH MISTRY
Investment Advisor
ANURAG ROONWAL
Investment Advisor
SAMIR SHAH
Head Dealer
SUPRIT SHAH
Compliance Officer
HARISH SALIAN
Head DP
SANDEEP GOYAL
Head Accountant
HINA ANJA
PMS Dealer
Registration No
INP000001959
Fund Manager
DHIREN SHAH
Principal Officer
DHIREN SHAH
Inflow
₹0.90 Cr
Outflow
₹2.82 Cr
Net
₹-1.92 Cr
Not reported — complaint data for this strategy isn't available yet.
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