© 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 | −2.2% | −5.6% | +3.4% |
| 3 Months | −3.3% | −3.6% | +0.3% |
| 6 Months | −4.5% | +8.1% | −12.6% |
| 1 Year | −4.1% | −2.3% | −1.8% |
|---|
| 2 Years | +5.5% | −3.9% | +9.5% |
|---|
| 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 | +11.2% | +11.7% | −0.5% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 29-month window · Source: Computed from NAV history
Maximum drawdown: 10.1%
Wave Asset’s story and investment philosophy are on the Wave Asset firm page.
Ashwin Agarwal
Director
Ashwin serves as the Principal Officer of Wave Asset PMS and manages the Bloom strategy. Previously, he worked as a PMS Fund Manager at Newberry Capital. With over 14 years of experience in asset management and equity research, Ashwin brings extensive expertise in capital markets and a strong commitment to delivering exceptional investment solutions to Wave's clients. He holds the CFA charter from the CFA Institute, USA, and earned a Bachelor's degree in Economics and Telecommunications from Indiana University, USA.
Rohan Agarwal
Director
Rohan is the fund manager for the Pure Alpha strategy and has 15+ years of experience in capital markets, covering asset management, financial advisory, and M&A. He is also the co-founder of Moneyjar, an innovative investment platform, and was previously registered with SEBI as an Investment Adviser. Aside from bottom-up stock picking, Rohan brings a sharp focus on macro trends and asset allocation frameworks to Wave. He holds a B.A. in Economics and an M.S. in Finance from the University of Illinois at Urbana-Champaign (UIUC), USA.
Registration No
INP000008428
Fund Manager
Mr.Ashwin R Agarwal
Principal Officer
Mr.Ashwin R Agarwal
Inflow
₹0.00 Cr
Outflow
₹0.00 Cr
Net
₹0.00 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 WAVE Bloom — share your research, ask questions, or compare notes with other investors.