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You are here: Manager factsheet

Niraj Dilip Bhagwat

 FE fundinfo Alpha Manager
Wellington Management Funds
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Niraj is a portfolio manager in Global Equity Portfolio Management and leader of the firm’s Asia Pacific ex Japan team. He currently manages several Asia Pacific-based approaches.
Total return for Niraj Dilip Bhagwat
Manager career performance
Discrete calendar year performance : Niraj Dilip Bhagwat

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Niraj Dilip Bhagwat 17.6 0.0 -2.5 16.5 18.2 8.5 -2.3 35.1 25.5 -4.4
Peer Group Composite 17.2 -0.6 -1.6 19.9 18.9 7.6 -6.0 20.3 25.5 -4.6
Over / Under 0.4 0.6 -0.9 -3.4 -0.7 0.9 3.7 14.8 0.0 0.2
Performance vs peer group composite: Niraj Dilip Bhagwat
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
6 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
3 years
out of a possible 4
Funds currently managed
Fund Sole/Co-managed Sector Periods
Wellington Asian Opportunities Lead manager IA Asia Pacific Excluding Japan since Dec 20 2010 to present
Wellington India Focus Equity Lead manager IA India/Indian Subcontinent since Jul 13 2020 to present
Funds managed previously
Fund Periods
Wellington Asia Ex Japan Equity since Nov 29 2013 to fund close
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Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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