Achintya - India Growth Opportunities Fund

EQUITY MULTI CAP

To Invest In understandable businesses at reasonable valuations and also participating in selective special situations such as demerger/bonus/buyback etc.

+33.66%

1Y annualised returns

+18.88%

Benchmark returns (NIFTY 50 Index)

Launch date

31 Dec '19

Total AUM

₹1.45Cr

Min. investment

₹50,00,000

Benchmark

NIFTY 50 Index

Portfolio analysis

Equity / Debt / Cash split

Equity86.3%

Cash13.7%

Equity market cap split

Small Cap73.0%

Mid Cap9.3%

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

1.5%

PMS management

AA
Abhishek Agarwal
Founder & Fund Manager
View details

About

Mr. Abhishek Agarwal possesses an experience of more than 15 years in the financial markets and has built this company from scratch. With his immense understanding of value and the manner in which it has to be blended with growth to achieve financial freedom from the markets, he has built a team which under his guidance is able to run a well managed Portfolio Management Service.

Experience

Over 15 years of experience in the financial markets.

Investment philosophy

Expertise in blending value and growth investing strategies.

Awards