© 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 | Nifty 50 TRI | Difference |
|---|---|---|---|
| 1 Month | −4.5% | −6.0% | +1.5% |
| 3 Months | +1.1% | −4.9% | +6.1% |
| 6 Months | +15.0% | +2.1% | +12.8% |
| 1 Year | 0.0% | −7.1% | +7.1% |
|---|
| 2 Years | 0.0% | −5.3% | +5.3% |
|---|
| 3 Years (CAGR) | 0.0% | +6.1% | −6.1% |
|---|
| 4 Years (CAGR) | 0.0% | +8.5% | −8.5% |
|---|
| 5 Years (CAGR) | 0.0% | +6.4% | −6.4% |
|---|
| Since launch | +2.2% | +10.5% | −8.3% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 9-month window · Source: Computed from NAV history
Maximum drawdown: 10.2%
PrimeInvestor’s story and investment philosophy are on the PrimeInvestor firm page.
Vidya Bala
Chief Investment Officer
Built India's first robo-advisory. Managed hundreds of portfolios. 20+ years of institutional investment research across equity and mutual funds, known for long-term conviction-based calls and deep understanding of direct plan fund selection.
Bhavana Acharya
Co-Founder
16+ years of expertise in risk-adjusted returns and strategic portfolio construction. Leads earnings quality assessment, sector deep-dives, and investment thesis documentation — ensuring every holding in the portfolio earns its place.
Aarati Krishnan
Head of Advisory
Led the portfolio division of a premier Indian business newspaper for over two decades. 30+ years of multi-cycle expertise in equity markets and macroeconomics — with rare depth in how markets behave across business cycles, recessions, and recoveries.
Srikanth Meenakshi
Registration No
INP000009658
Fund Manager
Ms.VIDYA BALA
Principal Officer
Ms.VIDYA BALA
Inflow
₹11.34 Cr
Outflow
₹0.00 Cr
Net
₹11.34 Cr
Not reported — complaint data for this strategy isn't available yet.
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