© 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 | −5.3% | −5.6% | +0.3% |
| 3 Months | −1.9% | −3.6% | +1.7% |
| 6 Months | +8.5% | +8.1% | +0.4% |
| 1 Year | +0.9% | −2.3% | +3.3% |
|---|
| 2 Years | −4.8% | −3.9% | −0.9% |
|---|
| 3 Years (CAGR) | +6.4% | +9.2% | −2.8% |
|---|
| 4 Years (CAGR) | +9.8% | +11.2% | −1.4% |
|---|
| 5 Years (CAGR) | +6.5% | +8.9% | −2.4% |
|---|
| Since launch | −4.1% | +11.7% | −15.7% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 68-month window · Source: Computed from NAV history
Maximum drawdown: 20.0%
Sharekhan’s story and investment philosophy are on the Sharekhan firm page.
Registration No
INP000005786
Fund Manager
Mr.Binod Modi
Principal Officer
Mr.Binod Modi
Inflow
₹0.09 Cr
Outflow
₹0.02 Cr
Net
₹0.07 Cr
Not reported — complaint data for this strategy isn't available yet.
Share a few details and our team will walk you through the next steps.
Be the first to discuss Diversified Equity — share your research, ask questions, or compare notes with other investors.