© 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 | +2.1% | −5.6% | +7.7% |
| 3 Months | +7.3% | −3.6% | +10.9% |
| 6 Months | +27.6% | +8.1% | +19.6% |
| 1 Year | +1.1% | −2.3% | +3.4% |
|---|
| 2 Years | −5.0% | −3.9% | −1.0% |
|---|
| 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 | −4.8% | +11.7% | −16.5% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 25-month window · Source: Computed from NAV history
Maximum drawdown: 29.6%
PINC Wealth’s story and investment philosophy are on the PINC Wealth firm page.
Gaurang Gandhi
Founder and MD
Over 4 decades of comprehensive experience in the financial services industry with strong leadership. Committed to building scalable and sustainable businesses across the financial sector.
Shreenidhi P.
Research Head
CFA Level 2 with extensive experience as Senior Equity Research Analyst. Responsible for meeting management of various portfolio companies, attending concalls and preparing research reports and notes.
Registration No
INP000005883
Fund Manager
Mr.SHREENIDHI PADITHAYA
Principal Officer
Mr.SHREENIDHI PADITHAYA
Inflow
₹1.41 Cr
Outflow
₹0.01 Cr
Net
₹1.40 Cr
Not reported — complaint data for this strategy isn't available yet.
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