© 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 | −6.3% | −5.6% | −0.7% |
| 3 Months | −5.3% | −3.6% | −1.7% |
| 6 Months | +15.5% | +8.1% | +7.4% |
| 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 | −15.5% | +11.7% | −27.1% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 11-month window · Source: Computed from NAV history
Maximum drawdown: 27.3%
White Stone Financial Advisors’s story and investment philosophy are on the White Stone Financial Advisors firm page.
Aditya S. Patil
Research Analyst
Chartered Accountant and IBBI Registered Valuer specializing in securities and financial asset valuation and investment advisory.
Vijay Khamkar
Director
Mechanical Engineer leading plant and machinery valuation services.
Varun Patil
Advocate, Legal
Advocate heading legal consulting services.
Akshat Sawant
Head – Land and Building Valuation
Civil Engineer leading land and building valuation services.
Sunil Girwalkar
Head – Business Financing
Chartered Accountant heading business financing advisory.
Badrinath Kharat
CFO Services
Chartered Accountant leading audit, assurance and subsidy advisory services.
Abhishek Mhamunkar
Director - Operations
Partner in the Investment Advisory division.
Pratiksha Shinde
Marketing Head
Partner in the Investment Advisory division.
Er. Shrinivas Waghmare
Land and Building Valuation
Ashwini Salunke
Research Analyst
Registration No
INP000009533
Fund Manager
Mr.HARDIK INDRAMAL JAIN
Principal Officer
Mr.HARDIK INDRAMAL JAIN
Inflow
₹0.80 Cr
Outflow
₹0.54 Cr
Net
₹0.26 Cr
Not reported — complaint data for this strategy isn't available yet.
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