R. Wadiwala Ingenious Equity Portfolio-Ingenious
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- -1.01%
- 3M
- -4.19%
- 6M
- -9.15%
- 9M
- —
- 1Y
- -5.03%
- 2Y
- 0.00%
- 3Y
- 0.00%
- 4Y
- 0.00%
- 5Y
- 0.00%
- Since Inception
- -0.62%
- Strategy AUM
- ₹10 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | −1.01% | −0.91% | −0.10% |
| 3 Months | −4.19% | −1.10% | −3.09% |
| 6 Months | −9.15% | −5.23% | −3.92% |
| 1 Year | −5.03% | −1.23% | −3.80% |
| 2 Years | +0.00% | +0.00% | +0.00% |
| 3 Years | +0.00% | +0.00% | +0.00% |
| 4 Years | +0.00% | +0.00% | +0.00% |
| 5 Years | +0.00% | +0.00% | +0.00% |
| Since Inception | −0.62% | +0.13% | −0.75% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | −1.01% | −0.91% | −0.10% |
| Apr-2026 | +9.87% | +8.23% | +1.64% |
| Mar-2026 | −11.90% | −10.14% | −1.76% |
| Feb-2026 | +0.04% | +0.15% | −0.11% |
| Jan-2026 | −4.52% | −3.50% | −1.02% |
| Dec-2025 | −0.87% | −0.22% | −0.65% |
| Nov-2025 | +0.86% | +0.86% | +0.00% |
| Oct-2025 | +3.77% | +4.78% | −1.01% |
| Sep-2025 | +0.00% | +0.10% | −0.10% |
| Aug-2025 | −1.71% | −0.87% | −0.84% |
| Jul-2025 | −2.24% | −2.86% | +0.62% |
| Jun-2025 | +2.90% | +3.31% | −0.41% |
| May-2025 | +2.58% | +3.44% | −0.86% |
Strategy Details
APMI fact sheet
- Inception
- 18 May 2011
- Age
- 15.0 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.14×
- Turnover (1M)
- 0.05×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
Capital Appreciation
Fund Managers
1 manager
Name
NAINISH J. WADIWALA
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- Fixed fees
- 2.50%
- Variable fees
- 0
- Exit load
- 0
PMS Industry — SEBI
Latest monthly aggregate
- Total PMS AUM
- ₹44.11 Lakh Cr
- Total clients
- 2,23,279
- Discretionary
- ₹37.37 Lakh Cr
- Period
- july-2026
Industry AUM by asset class (top 5)
- Plain Debt Listed₹28.98 Lakh Cr
- Listed Equity₹7.60 Lakh Cr
- Plain Debt Unlisted₹5.00 Lakh Cr
- Mutual Funds₹1.93 Lakh Cr
- Others₹40,423 Cr
About
- Provider
- R. Wadiwala Securities Private Limited
- Strategy
- R. Wadiwala Ingenious Equity Portfolio-Ingenious
- Benchmark
- BSE 500 TRI
- Source
- APMI
Strategy performance, AUM, fees and fund-manager details are sourced from APMI (Association of Portfolio Managers in India); industry aggregates are from SEBI’s monthly PMS disclosures. Returns beyond one year are annualised; past performance is not indicative of future results, and a PMS strategy carries no capital guarantee. For information only, not investment advice.