Accelt Long Term Equity Fund

EQUITY FLEXI CAP

GMCV (Growth, Management, Capital Efficiency, Valuation). Growth -Invest in companies which have scalable business model and competitive advantages to capture growth. Management has a track record of being honest, fair and competent. Capital Efficient Business model with high Return on Capital Employed and good cash flow conversion. Valuation is reasonable in contect of growth.

+1.58%

1Y annualised returns

-0.07%

Benchmark returns (S&P BSE 500 Total Return Index)

Launch date

05 Nov '24

Total AUM

₹7.01Cr

Min. investment

₹50,00,000

Benchmark

S&P BSE 500 Total Return Index

Min. investment & fees structure

Min. investment for 1st time

SEBI mandates a minimum investment for investing in PMS

₹50,00,000

Exit load

Fee charged on redemption before the completed holding period

3.00%

PMS management

VA
Vaibhav Agarwal
Founder & Portfolio Manager
View details

About

Vaibhav Agarwal is the Founder and Portfolio Manager at Accelt Asset Management LLP. He brings with him 15 years of investing experience.Vaibhav achieved financial independence at the age of 35. He has worked as Head of Research at Basant Maheshwari Wealth Advisers and also with CitiBank, ICICI Bank and Aditya Birla Group. He is a Chartered Accountant, CFA Charterholder from the CFA Institute (Virginia, USA), Company Secretary, and has a Master’s degree in Finance along with NISM certification. He is an alumnus of St. Xavier’s College, Kolkata. Besides his passion for equity investing, Vaibhav likes to play lawn tennis and read books.

Experience

15 years of experience in equity investing.

Investment philosophy

Specializes in equity investing, holding CA, CFA, and CS qualifications.

Previously worked at