Strategy performance
WEALTH OPTIMISER AGGRESIVE GROWTH AXIS
WAY2WEALTH BROKERS PRIVATE Limited. · AUM Not reported · as of Jun 2026
Our read
₹100 grew to ₹128.6 since inception (+6.9% CAGR), behind its filed benchmark on the same window, with a max drawdown of −18.3%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+4.4%
−7.9% vs benchmark
Since inception
+6.9%
Max drawdown
−18.3%
Volatility
+14.1%
Peer position
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Performance
WEALTH OPTIMISER AGGRESIVE GROWTH AXIS₹128.6Jun 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −4.6% | −2.0% | −5.9% | +5.3% | −3.6% | −0.6% | −11.3% | ||||||
| 2025 | −1.3% | −9.3% | +5.2% | +3.4% | +5.7% | +1.8% | −4.8% | −0.9% | +3.6% | +3.6% | +1.2% | −1.2% | +6.1% |
| 2024 | +1.9% | +0.9% | −4.7% | +2.4% | +6.1% | +6.0% | −1.3% | −1.0% | −5.7% | +2.0% | −2.9% | +3.1% | |
| 2023 | −0.4% | −0.5% | −0.2% | +3.5% | +2.6% | +3.5% | +2.3% | +0.7% | +0.8% | −4.0% | +5.3% | +8.0% | +23.3% |
| 2022 | −3.0% | +8.6% | +5.9% | −3.8% | +7.4% |
Metrics
Tearsheet- 1M return
- −0.6%
- 3M return
- +0.9%
- 6M return
- −11.3%
- 1Y return
- −10.1%
- 2Y CAGR
- −4.5%
- 3Y CAGR
- +4.4%
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +6.9%
- Total return
- +28.6%
- Average month
- +0.6%
- Median month
- +0.8%
- Average up month
- +3.8%
- Best month
- +8.6%
- Best rolling 12M
- +28.1%
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 OPTIMISER AGGRESIVE GROWTH AXIS performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has WEALTH OPTIMISER AGGRESIVE GROWTH AXIS performed?
- WEALTH OPTIMISER AGGRESIVE GROWTH AXIS (WAY2WEALTH BROKERS PRIVATE Limited.) shows CAGR 6.93% and max drawdown -18.30% 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 OPTIMISER AGGRESIVE GROWTH AXIS CAGR / max drawdown?
- CAGR is 6.93%; max drawdown is -18.30%. We only publish CAGR when there are enough months (≥12 on this track of 45 months). Learn more
- Where do WEALTH OPTIMISER AGGRESIVE GROWTH 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 OPTIMISER AGGRESIVE GROWTH 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