Strategy performance
WEALTH FOCUS AXIS
WAY2WEALTH BROKERS PRIVATE Limited. · AUM Not reported · as of Jun 2026
Our read
₹100 grew to ₹110.7 since inception (+2.1% CAGR), behind its filed benchmark on the same window, with a max drawdown of −23.2%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+7.8%
−5.0% vs benchmark
Since inception
+2.1%
Max drawdown
−23.2%
Volatility
+15.7%
Peer position
Loading peer ranks…
Performance
WEALTH FOCUS AXIS₹110.7Jun 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −3.1% | −2.1% | −8.8% | +7.0% | −2.5% | +2.0% | −7.9% | ||||||
| 2025 | +1.1% | −10.9% | +8.8% | +4.2% | +7.3% | +1.1% | −5.9% | −0.5% | +3.6% | +3.6% | +0.6% | −1.3% | +10.5% |
| 2024 | +3.5% | +1.9% | −0.7% | +4.5% | +4.8% | +3.9% | −3.0% | −2.0% | −6.5% | +2.1% | −3.5% | +4.1% | |
| 2023 | −4.8% | −0.7% | −1.8% | +5.1% | −0.1% | +1.8% | +1.6% | 0.0% | +1.7% | −3.0% | +5.2% | +10.3% | +15.4% |
| 2022 | −2.8% | −3.0% | +2.4% | −1.8% | −4.6% | −6.6% | +13.0% | +1.2% | −5.0% | +0.8% | +0.5% | −4.5% | −11.3% |
| 2021 | +3.6% | +5.7% | −0.7% | −2.4% | −2.2% | −1.7% | +2.1% |
Metrics
Tearsheet- 1M return
- +2.0%
- 3M return
- +6.4%
- 6M return
- −7.9%
- 1Y return
- −8.1%
- 2Y CAGR
- −3.8%
- 3Y CAGR
- +7.8%
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +2.1%
- Total return
- +10.7%
- Average month
- +0.3%
- Median month
- 0.0%
- Average up month
- +3.9%
- Best month
- +13.0%
- Best rolling 12M
- +38.3%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Jun 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
WEALTH FOCUS AXIS performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has WEALTH FOCUS AXIS performed?
- WEALTH FOCUS AXIS (WAY2WEALTH BROKERS PRIVATE Limited.) shows CAGR 2.09% and max drawdown -23.22% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is WEALTH FOCUS AXIS CAGR / max drawdown?
- CAGR is 2.09%; max drawdown is -23.22%. We only publish CAGR when there are enough months (≥12 on this track of 59 months). Learn more
- Where do WEALTH FOCUS AXIS returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite WEALTH FOCUS AXIS?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more