Ashwin Agarwal
Director , Fund Manager
Ashwin Agarwal, CFA. Ex-Fund manager Newberry Capital, 15 years of experience in asset management, Bachelors in economics and business certificate from Indian University, Bloomington, USA
Bloom
Wave Asset Private Limited
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
3 May 2024
Min. Investment
₹50,00,000
SIP Available
Yes
STP Available
Yes
Investment Strategy
Investment Approach
Focused portfolio of high quality companies bought at reasonable valuations. Tactical hedging and strategic allocation to foreign equities and gold
Investment Objective
Superior returns while minimizing risk
Performance Returns
Returns as on 2025-12-31
Trailing Returns
| Period | Strategy | Benchmark | Outperformance |
|---|---|---|---|
| 1 MONTH | 0.28% | -0.24% | 0.52% |
| 3 MONTHS | 6.65% | 5.02% | 1.63% |
| 6 MONTHS | 7.66% | 1.63% | 6.03% |
| 1 YEAR | 24.61% | 7.63% | 16.98% |
| SINCE INCEPTION | 24.33% | 8.67% | 15.66% |
Calendar Year Performance
| Year | Return |
|---|---|
| CY 2025 | 24.61% |
Financial Year Performance
| Year | Return |
|---|---|
| FY 26_YTD | 12.47% |
Past performance is not indicative of future results. Returns are subject to market risks.
Fund Managers
Portfolio Details
Portfolio Composition
Large Cap
0%
Mid Cap
0%
Small Cap
0%
Cash & Equivalent
0%
Top 5 Holdings
- Undisclosed N/A
- Undisclosed N/A
- Undisclosed N/A
- Undisclosed N/A
- Undisclosed N/A
Top 5 Sectors
- Undisclosed N/A
- Undisclosed N/A
- Undisclosed N/A
- Undisclosed N/A
- Undisclosed N/A
Portfolio Characteristics
total number of stocks
N/A
top 5 stocks percent
N/A
top 5 sectors percent
N/A
average market cap
N/A
portfolio age
1 Yrs, 7 Months
sip
Available
stp
Available
Fee Structure
Variable Fee
AMC: No Option
Hurdle: No Option
Profit Sharing: 16.67% performance fees on profits
Exit Load
Year 1: 0%
Year 2: 0%
Year 3: 0%
Disclaimer
* Returns are as on31st December 2025 , * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1
This profile is provided for general informational purposes only and is based on publicly available information. While reasonable care is taken, the content may not always reflect the latest updates.
Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.
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Last Updated: January 2026 · Published by Affluense AI (affluense.ai)