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YES Wealth Maximiser - YES Securities India Limited

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YES Wealth Maximiser - YES Securities India Limited

Benchmark

BSE 200

Inception Date

Feb 2024

Min. Investment

1,00,00,000

AUM (Cr.)

16655

Investment Performance

Investment Details

Yes wealth maximser is a Close ended CAT III Long only fund having a multi asset approach comprising of listed Equity and Fixed Income .Investment proposition is to focus on Megatrends shaping up the India Growth Story .The Fund has a drawdown structure consisting of indicative 4 drawdowns of 25% each with a maximum drawdown period of 24 months from the date of first closing .Tenor will be 6 years from the date of first closing

Top 5 Holdings

Top 5 Holdings

N/A

0.00%

N/A

0.00%

N/A

0.00%

N/A

0.00%

N/A

0.00%

Top 5 Sectors

Top 5 Sectors

N/A

0.00%

N/A

0.00%

N/A

0.00%

N/A

0.00%

N/A

0.00%

Portfolio Characteristics

Portfolio Characteristics

Total Number of Stocks0
Top 5 Stocks %0.00%
Top 5 Sectors %0.00%
Average Market CapUNDISC.
Portfolio Age1 Yrs, 0 Months
SIPAvailable
STPAvailable

Portfolio Composition

Portfolio Composition

Trailing Returns

Investment Approach Trailing Returns %

Investment ApproachBenchmark
Since Inception0.03%ND
1 Month-4.46%ND
1 Year-0.83%ND
3 Months-9.34%ND
6 Months-12.09%ND
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