© 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 | NSE Multi Asset Index 1 | Difference |
|---|---|---|---|
| 1 Month | −3.5% | −2.6% | −0.8% |
| 3 Months | 0.0% | −0.8% | +0.8% |
| 6 Months | 0.0% | +6.5% | −6.5% |
| 1 Year | 0.0% | +3.1% | −3.1% |
|---|
| 2 Years | 0.0% | +2.9% | −2.9% |
|---|
| 3 Years (CAGR) | 0.0% | +9.8% | −9.8% |
|---|
| 4 Years (CAGR) | 0.0% | +10.1% | −10.1% |
|---|
| 5 Years (CAGR) | 0.0% | +8.8% | −8.8% |
|---|
| Since launch | −3.6% | +10.1% | −13.7% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 2-month window · Source: Computed from NAV history
Maximum drawdown: 3.5%
Optima Wealth’s story and investment philosophy are on the Optima Wealth firm page.
Registration No
INP000010159
Fund Manager
Mr.Indranil Dutta
Principal Officer
Mr.Indranil Dutta
Inflow
₹85.50 Cr
Outflow
₹0.00 Cr
Net
₹85.50 Cr
Not reported — complaint data for this strategy isn't available yet.
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