YES Wealth Maximiser

Returns

After expenses, before tax, as YES Securities India reports them, to 31 Aug 2026. AIFs report returns on different bases, so compare like with like. Benchmark returns weren’t reported.

Fund details

Category

Category III

Strategy

Long-only

Market-cap style

Multi / flexi cap

Asset type

Equity

Benchmark

NIFTY 500 & Debt Composite Index

Fund manager

Rajkumar Rathi, Vidhi Raval & Sachin Shardul

Market-cap mix

• Large cap47.14%
• Mid cap14.73%
• Small cap20.53%
• Other8.82%
• Cash8.78%

The five largest holdings are 21.34% of the portfolio.

Investment approach

The investment objective of the Fund is to build a high-quality multi-asset investment portfolio through a diversified approach with focus on investments in high growth sectors having ability to generate consistent earnings growth and a strong impetus on identifying potential industry leaders

A SEBI Registered Category III Alternative Investment Fund (“sponsored by YES Securities Investment strategy of the fund is to build a high quality, multi asset investment portfolio through a diversified approach with focus on investments in high growth sectors having ability to generate consistent earnings growth and a strong impetus on identifying potential industry leaders. The “ investment framework, designed to bene fit from various economic cycles wherein core portfolio will focus on providing growth, quality consistency, while the satellite portfolio will aim at tactical allocations that can generate alpha benefiting from various economic market cycles across equities and fixed income strategies.

About the fund manager

Ms Vidhi Raval — Assistant Fund Manager

Vidhi has over 6 years of experience in capital markets working with YES Securities. She has conceptualized & been instrumental in the multi-asset fund set-up & investment strategy design for long-only AIF with active involvement in the portfolio construct. She has worked with Deloitte Haskins & Sells LLP, IndusInd Bank & Fed Bank Financial Services Ltd. She has completed Masters (MSc) in Finance from Strathclyde Business School in UK, Chartered Accountancy (2 levels) & BCom from Narsee Monjee College of Commerce & Economics.

Mr. Rajkumar Rathi — Chief Investment Officer

Rajkumar Rathi has more than 20 years of experience in Indian Capital Markets across Asset Management, Wealth Management and Investment Banking. Rajkumar is currently chief investment officer at Yes Securities India Ltd and oversees all investment related activities of the firm including fund management and research advisory. In his earlier stints, Rajkumar worked with Kotak Mahindra Asset Management, ICICI Securities and Anand Rathi Group etc.

Mr. Sachin Shardul — Product Manager - Fixed Income

Sachin Shardul is a finance professional with over 15 years of experience across fixed income, asset management, investment products, fund management, and investment operations. He currently leads the Fixed Income Product & Platform at Yes Securities (India) Limited and has been instrumental in setting up, scaling, and managing fixed income desk, fund-raising, and multi-asset strategies. His prior experience includes roles with Tata Asset Management Limited, Indiabulls Asset Management Company, Mirae Asset Global Investments (India) Pvt. Ltd., Deutsche Bank N.A., and DBS Bank, where he handled responsibilities across product development, managed funds, distributor due diligence, investment operations, and third-party investment products. He has a bachelor’s degree in BMS from St. Xavier’s College, Mumbai.

As the fund house describes it.