Select Direct Asset Allocation Portfolio
Select Direct Asset Allocation Portfolio is a Hybrid Portfolio Management Service launched by Wealth Managers (India) Pvt. Ltd. on July 2018. Managed by Mandar Bagul, the fund holds ₹207 Cr in AUM and benchmarks against Nifty 50 Hybrid Composite Debt 50:50 Index. Minimum investment is ₹5000000 lakh. Trailing returns: 4.41% (1Y), 9.72% CAGR (3Y), 9.83% since inception. Performance data as of July 2026.
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Select Direct Asset Allocation Portfolio
Wealth Managers (India) Pvt. Ltd.
207.46 CR AUM
Select Direct Asset Allocation Portfolio
Wealth Managers (India) Pvt. Ltd.
207.46 CR AUM
Nifty 50 Hybrid Composite Debt 50:50 Index
Benchmark
7yr 11mo
Age
HYBRID
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Nifty 50 Hybrid Composite Debt 50:50 Index
Benchmark
7yr 11mo
Age
HYBRID
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
mandar bagul
Fund Manager
HYBRIDStrategies
Director & Senior Vice President- Advisory. Working with Wealth Managers since March 2003. Articleship with A.H. Joshi & Co, Pune. M. Com (Pune University) A.C.A, C.F.A CFPCM (Certified Financial Planner)
What is this fund's investment objective?
Capital Appreciation
How has Select Direct Asset Allocation Portfolio performed?
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1M IA return
2.02%
1M benchmark return
1.96%
Alpha
0.06%
1M Wealth multiple
1.02x
How has this fund performed vs its benchmark?
2026
2026
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1M IA return
2.02%
1M benchmark return
1.96%
Alpha
0.06%
1M Wealth multiple
1.02x
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