Select Direct Growth
Select Direct Growth
Select Direct Growth
Select Direct Growth
A structured discretionary portfolio of direct-plan mutual funds with a core-satellite approach.
Let’s Discuss Your Strategy Fit
Let’s Discuss Your Strategy Fit
View Factsheet
View Factsheet
Core & Satellite
Style
₹126.07Cr
AUM as on,
AUM
18.84
%
3 Year CAGR
3Y CAGR
Inception Date
Why Select Direct Growth?
Why Select Direct Growth?
Direct Plan of Mutual Funds
Direct Plan of Mutual Funds
Invests exclusively in direct plans through a curated core and satellite portfolio structure. Designed to deliver cost efficiency alongside structured allocation discipline.
Invests exclusively in direct plans through a curated core and satellite portfolio structure. Designed to deliver cost efficiency alongside structured allocation discipline.
Active Management
Active Management
Portfolio allocation is guided by a combination of fundamental strengths and tactical opportunities.
Portfolio allocation is guided by a combination of fundamental strengths and tactical opportunities.
Market views are implemented efficiently within the mutual fund construct.
Market views are implemented efficiently within the mutual fund construct.
Core + Tactical Opportunities
Core + Tactical Opportunities
The core allocation targets long-term structural growth.
The core allocation targets long-term structural growth.
The satellite allocation seeks medium-term opportunities across sectors and themes.
The satellite allocation seeks medium-term opportunities across sectors and themes.
Structured View on Market Cycles
Structured View on Market Cycles
Outperformance in mutual funds is often driven by strong mid and small-cap cycles. However, performance across these segments is not consistent and depends significantly on entry valuations and exit discipline.
Outperformance in mutual funds is often driven by strong mid and small-cap cycles. However, performance across these segments is not consistent and depends significantly on entry valuations and exit discipline.
Performance
Performance
₹ 1Cr invested on 30 June, 2020 would have grown to ₹ 2.82Cr in the Select Direct Growth vs ₹ 2.49Cr in the Nifty 50 TRI.
₹ 1Cr invested on 30 June, 2020 would have grown to ₹ 2.82Cr in the Select Direct Growth vs ₹ 2.49Cr in the Nifty 50 TRI.
Compare,
3 months
3 months
6 months
6 months
1 year
1 year
3 years
3 years
Since Inception
Max
Select Direct Growth
Select Direct Growth
-1.32
0.37
12.08
18.84
17.45
Nifty 50 TRI
Nifty 50 TRI Benchmark
-5.15
-6.53
-0.28
11.2
12.43
Performance data as on
Returns upto 1 year are Absolute, those above 1 year are CAGR. Returns are net of expenses and fees. Inception date - 30 June, 2020. Past performance is not indicative of future results. Refer to disclosure documents for risks. Performance may vary and is not SEBI-verified. For relative performance of investment approaches, visit APMI Report. Figures represent aggregate discretionary portfolios; individual results may differ.
Returns upto 1 year are Absolute, those above 1 year are CAGR. Returns are net of expenses and fees. Inception date - 30 June, 2020. Past performance is not indicative of future results. Refer to disclosure documents for risks. Performance may vary and is not SEBI-verified. For relative performance of investment approaches, visit APMI Report. Figures represent aggregate discretionary portfolios; individual results may differ.
Key Information
Key Information
Strategy Structure
Discretionary
Benchmark
Nifty 50 TRI
Investment Horizon
> 5 years
Risk
High
Minimum Investment
₹50L
Inception Date
No. of Schemes
8 - 10
Rebalancing
Annual
Entry / Exit Load
Nil
Strategy AUM
₹126.07Cr
All you want to know about Select Direct Growth.
All you want to know about Select Direct Growth.
How this Strategy Works
Built for
Risk Consideration
Core Allocation
Diversified equity mutual funds with long-term horizon.
Monitoring
Active review of valuations and mid/small-cap cycles.
Satellite Allocation
Sectoral, commodity exposure and defined tactical positioning.
Risk Positioning
Volatility is expected similar to diversified equity mutual fund portfolios.
How this Strategy Works
Built for
Risk Consideration
Core Allocation
Diversified equity mutual funds with long-term horizon.
Monitoring
Active review of valuations and mid/small-cap cycles.
Satellite Allocation
Sectoral, commodity exposure and defined tactical positioning.
Risk Positioning
Volatility is expected similar to diversified equity mutual fund portfolios.
How this Strategy Works
Built for
Risk Consideration
Core Allocation
Diversified equity mutual funds with long-term horizon.
Monitoring
Active review of valuations and mid/small-cap cycles.
Satellite Allocation
Sectoral, commodity exposure and defined tactical positioning.
Risk Positioning
Volatility is expected similar to diversified equity mutual fund portfolios.
“MF investors can opt for expert management by selecting from approx 1000 equity schemes under direct plans.”
“MF investors can opt for expert management by selecting from approx 1000 equity schemes under direct plans.”
“MF investors can opt for expert management by selecting from approx 1000 equity schemes under direct plans.”
“MF investors can opt for expert management by selecting from approx 1000 equity schemes under direct plans.”
“MF investors can opt for expert management by selecting from approx 1000 equity schemes under direct plans.”
Mandar Bagul, Fund Manager.
Mandar Bagul, Fund Manager.
Mandar Bagul, Fund Manager.
Fund manager Mandar explains about the objective and investment decisions of SDG strategy.
Watch Strategy Video
We prioritise repeatable frameworks over prediction and consistency over impulse.
20,000Cr
+
Overall Group AUM (Scripbox)
23 Years
+
Experience in Wealth Management
3
+
Defined, Focused Portfolio Mandates
We prioritise repeatable frameworks over prediction and consistency over impulse.
20,000Cr
+
Overall Group AUM (Scripbox)
23 Years
+
Experience in Wealth Management
3
+
Defined, Focused Portfolio Mandates
We prioritise repeatable frameworks over prediction and consistency over impulse.
20,000Cr
+
Overall Group AUM (Scripbox)
23 Years
+
Experience in Wealth Management
3
+
Defined, Focused Portfolio Mandates
* AUM data updated as on
Structure With Flexibility.
Select Direct Growth blends core stability with tactical opportunity. Understanding fit precedes allocation.
Let’s Discuss Your Strategy Fit
Let’s Discuss Your Strategy Fit
Wealth Managers (India) Private Limited is a registered Portfolio Manager registered with SEBI (Registration No.: INP000001660). CIN : U67190KA2003PTC191180.
Wealth Managers (India) Private Limited is a registered Portfolio Manager registered with SEBI (Registration No.: INP000001660). CIN : U67190KA2003PTC191180.
Corporate Office — Wilshire III by MFAR, 5th Floor, 492, Hobli, RHB Colony, Mahadevapura, Bengaluru, Karnataka-560048.
Corporate Office — Wilshire III by MFAR, 5th Floor, 492, Hobli, RHB Colony, Mahadevapura, Bengaluru, Karnataka-560048.
Place of Business — F Axis House, Pinnac Memories Phase-III Apartments, S. No. 7/4 and S. No. 8/4 to 8 of Village Kothrud, Pune, Maharashtra-411038.
Place of Business — F Axis House, Pinnac Memories Phase-III Apartments, S. No. 7/4 and S. No. 8/4 to 8 of Village Kothrud, Pune, Maharashtra-411038.
+91 20-67636100 | iro@wealthmanagers.co.in | www.scripbox.com
+91 20-67636100 | iro@wealthmanagers.co.in | www.scripbox.com
© Copyright 2025 | Wealth Managers (India) Private Limited. All Rights Reserved.
© Copyright 2025 | Wealth Managers (India) Private Limited. All Rights Reserved.
