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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 | −5.6% | −5.6% | −0.1% |
| 3 Months | 0.0% | −3.6% | +3.6% |
| 6 Months | 0.0% | +8.1% | −8.1% |
| 1 Year | 0.0% | −2.3% | +2.3% |
|---|
| 2 Years | 0.0% | −3.9% | +3.9% |
|---|
| 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 | −6.0% | +11.7% | −17.7% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 3-month window · Source: Computed from NAV history
Maximum drawdown: 6.5%
Upachaya Wealth Advisors’s story and investment philosophy are on the Upachaya Wealth Advisors firm page.
Registration No
INP000009986
Fund Manager
Mr.Anup Kumar Agarwal
Principal Officer
Mr.Anup Kumar Agarwal
Inflow
₹0.29 Cr
Outflow
₹0.00 Cr
Net
₹0.29 Cr
Not reported — complaint data for this strategy isn't available yet.
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