© 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 | −4.3% | −5.6% | +1.2% |
| 3 Months | −0.5% | −3.6% | +3.1% |
| 6 Months | +11.4% | +8.1% | +3.3% |
| 1 Year | +5.2% | −2.3% | +7.5% |
|---|
| 2 Years | −0.9% | −3.9% | +3.0% |
|---|
| 3 Years (CAGR) | +9.4% | +9.2% | +0.2% |
|---|
| 4 Years (CAGR) | +14.1% | +11.2% | +2.8% |
|---|
| 5 Years (CAGR) | +11.7% | +8.9% | +2.8% |
|---|
| Since launch | +14.3% | +11.7% | +2.6% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 37-month window · Source: Computed from NAV history
Maximum drawdown: 16.9%
Zen Wealth Management’s story and investment philosophy are on the Zen Wealth Management firm page.
Rama Krishna Neti
Fund managerFund Manager
Rama Krishna serves as Fund Manager and is having close to 20 years of experience in Equity Research and Investment Management. Before joining, ZEN Wealth, Rama Krishna has been part of Investment teams at ING Vysya Bank (now Kotak Mahindra Bank), HSBC and State Bank of India. He holds a Masters degree in Finance.
Satish Kantheti
Chief Investment Officer (CIO) & Managing Director
Satish serves as a Chief Investment Officer (CIO) and Managing Director. Prior to this, he was heading the Equity Research Division at ZEN Securities Limited, a group company engaged in offering various Financial Services and Products. Satish has a cumulative experience of over 23 years in Equity Research and Investment Management space. For the last 2 decades, Satish has been involved in spreading investor awareness in Andhra Pradesh and Telangana, through media and investor meets. Satish is a CFA (ICFAI) and also has an MBA in Finance.
Registration No
INP000000936
Inflow
₹0.00 Cr
Outflow
₹0.66 Cr
Net
₹-0.66 Cr
Not reported — complaint data for this strategy isn't available yet.
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