- Category
- III
- Strategy
- Long-only
- Fund house
- I Wealth Management
I Wealth Fund
+11.42%
1-year return, after expenses and tax
Benchmark NIFTY 50 · data as of 31 Aug 2026
I Wealth Fund, a Category III long-only AIF from I Wealth Management, returned 11.42% (after expenses and tax) in the year to 31 Aug 2026. It began on 1 Jun 2018.
Key numbers
- AUM
- —
- Benchmark
- NIFTY 50
- Launched
- 1 Jun 2018
- Min. investment
- ₹1 crore
- Returns basis
- After expenses and tax
Returns
| Period | This fund | NIFTY 50 |
|---|---|---|
| 1 month | +1.79% | −1.24% |
| 3 months | +5.45% | +2.26% |
| 6 months | +9.66% | −4.36% |
| 1 year | +11.42% | −1.42% |
| 2 years | +2.09% | −2.32% |
| 3 years | +18.05% | +7.74% |
| 5 years | +14.03% | +7.05% |
| Since inception | +18.22% | +10.31% |
After expenses and tax, as I Wealth Management reports them, to 31 Aug 2026. AIFs report returns on different bases, so compare like with like.
Fund details
- Category
- Category III
- Strategy
- Long-only
- Market-cap style
- Multi / flexi cap
- Asset type
- Equity
- Benchmark
- NIFTY 50
- Fund manager
- Bharat Jain
Investment approach
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About the fund manager
Mr Bharat Jain — Fund Manager
Mr. Bharat Jain, the co-founder & CIO of iWealth Management LLP oversees the people, processes and technology to deliver the required outcomes of the organization. He steers the investment policy of the firm. As a certified Chartered Financial Analyst, Mr. Bharat Jain is an expert on investment valuation. His career in stock markets spans over 2 decades including his stint at ENAM Securities (an investment group with a 30-year heritage of investing in the Indian capital markets). Over these years, Mr. Bharat Jain is highly regarded for his expertise in investments, advisory and fund management. Today, he leads an accomplished team of financial analysts and delivers market-beating returns. Through his first-hand experience of various market cycles and a firm grasp on the subject, Mr.Bharat Jain has created distinctive proprietary economic indicators, derivative & fundamental models.
As the fund house describes it.
FAQs
What has I Wealth Fund returned?
11.42% (1-year return) to 31 Aug 2026, after expenses and tax, as I Wealth Management reports it. 1 month: 1.79%; 3 months: 5.45%; 6 months: 9.66%; 1 year: 11.42%; 2 years: 2.09%; 3 years: 18.05%; 5 years: 14.03%; Since inception: 18.22%.
What kind of AIF is I Wealth Fund?
A Category III AIF following a long-only strategy, with a multi / flexi cap style. Category III AIFs trade listed and unlisted securities and may use leverage and derivatives, including short positions.
What is the minimum investment in an AIF?
SEBI sets the minimum at ₹1 crore per investor (₹25 lakh for the fund’s own employees and directors). I Wealth Fund’s stated minimum is ₹1 crore.
Who manages I Wealth Fund?
I Wealth Management runs it; the fund manager is Bharat Jain.
How are AIF returns reported?
Each fund house reports its own returns on its own basis: I Wealth Fund’s are after expenses and tax. Bases differ from fund to fund, so compare like with like.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. AIF investments carry higher minimums and risks; read the private placement memorandum.
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