© 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 | −7.4% | −5.6% | −1.8% |
| 3 Months | −3.5% | −3.6% | +0.1% |
| 6 Months | +3.9% | +8.1% | −4.1% |
| 1 Year | −5.6% | −2.3% | −3.3% |
|---|
| 2 Years | −5.4% | −3.9% | −1.4% |
|---|
| 3 Years (CAGR) | 0.0% | +9.2% | −9.2% |
|---|
| 4 Years (CAGR) | 0.0% | +11.2% | −11.2% |
|---|
| 5 Years (CAGR) | 0.0% | +8.9% | −8.9% |
|---|
| Since launch | −0.3% | +11.7% | −12.0% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 28-month window · Source: Computed from NAV history
Maximum drawdown: 16.1%
Paterson Securities’s story and investment philosophy are on the Paterson Securities firm page.
M. Amarnath
Managing Director
Chidambaram Muthukaruppan
Director
Sreela V Paroor
Compliance Officer
V. Subramanian
Chief Dealer
S. Sathya Narayanan
Director & CEO
Sagar Lele
Executive Director
S. Venkatesan
Chief Financial Officer
Mehul Parikh
Investment Specialist
Prasanna Bidkar
Investment Specialist
Registration No
INP000005422
Inflow
₹0.32 Cr
Outflow
₹0.00 Cr
Net
₹0.32 Cr
Not reported — complaint data for this strategy isn't available yet.
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