Strategy performance
WEALTH SPIRAL ( DYNAMIC SCHEME) 2
WAY2WEALTH BROKERS PRIVATE Limited. · AUM Not reported · as of Jun 2026
Our read
₹100 grew to ₹147.6 since inception (+7.6% CAGR), behind its filed benchmark on the same window, with a max drawdown of −44.7%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+0.4%
−9.9% vs benchmark
Since inception
+7.6%
Max drawdown
−44.7%
Volatility
+19.7%
Peer position
Loading peer ranks…
Performance
WEALTH SPIRAL ( DYNAMIC SCHEME) 2₹147.6Jun 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −7.1% | −3.6% | −15.0% | +10.5% | −1.7% | +3.6% | −14.4% | ||||||
| 2025 | −10.4% | −15.7% | +2.2% | +8.7% | +1.7% | +2.0% | −1.8% | +0.6% | −0.5% | −0.5% | −1.7% | −0.2% | −16.5% |
| 2024 | +1.9% | +2.0% | −6.2% | +2.9% | +10.4% | +9.2% | −2.8% | −1.4% | −6.7% | +0.1% | −2.9% | +5.2% | |
| 2023 | +1.2% | +6.1% | +3.8% | +5.6% | +6.5% | +3.2% | +5.0% | +0.4% | +0.8% | +0.7% | +13.3% | +7.6% | +68.8% |
| 2022 | −1.4% | −7.0% | +0.8% | +0.5% | −7.9% | −4.4% | +6.1% | +5.1% | −5.4% | +4.5% | +5.9% | −4.5% | −8.8% |
| 2021 | +10.8% | −0.3% | −0.0% | +8.2% | +1.2% | +0.5% | +1.1% | +4.9% | −1.3% | +0.9% | −0.7% | +27.4% |
Metrics
Tearsheet- 1M return
- +3.6%
- 3M return
- +12.5%
- 6M return
- −14.4%
- 1Y return
- −17.8%
- 2Y CAGR
- −17.6%
- 3Y CAGR
- +0.4%
- 5Y CAGR
- +4.3%
- Since-inception CAGR
- +7.6%
- Total return
- +47.6%
- Average month
- +0.8%
- Median month
- +0.8%
- Average up month
- +4.2%
- Best month
- +13.3%
- Best rolling 12M
- +70.0%
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 SPIRAL ( DYNAMIC SCHEME) 2 performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has WEALTH SPIRAL ( DYNAMIC SCHEME) 2 performed?
- WEALTH SPIRAL ( DYNAMIC SCHEME) 2 (WAY2WEALTH BROKERS PRIVATE Limited.) shows CAGR 7.57% and max drawdown -44.75% 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 SPIRAL ( DYNAMIC SCHEME) 2 CAGR / max drawdown?
- CAGR is 7.57%; max drawdown is -44.75%. We only publish CAGR when there are enough months (≥12 on this track of 64 months). Learn more
- Where do WEALTH SPIRAL ( DYNAMIC SCHEME) 2 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 SPIRAL ( DYNAMIC SCHEME) 2?
- 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