Arthya - All-Star multi-cap
EQUITY FLEXI CAP
To generate sustained compounding with capital preservation and meaningful alpha generation over the index.
+16.90%
3Y annualised returns
+15.35%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
23 Jul '21
Total AUM
₹42.98Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity98.3%
Cash1.8%
Equity market cap split
Small Cap60.8%
Large Cap28.0%
Mid Cap9.5%
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
2%
PMS management
BBBhaskar BukrediwalaFund managerView details
BB
Bhaskar Bukrediwala
Fund manager
View details
About
1. Bhaskar leads Investment Strategy and Fund Management for the listed equity PMS strategies at Arthya 2. With more than 15 years’ experience in investment management and equity research, his expertise lies in identifying strong emerging businesses with superior compounding potential 3. Prior to joining Arthya, he was part of ASK Investment Managers for 4 years, where he was managing more than Rs. 1000 Cr. AUM across two multi-cap PMS schemes and a large cap focused AIF strategy as Portfolio Manager 4. Bhaskar brings on board strong equity research pedigree having worked with CRISIL for more than 7 years as lead of the equity research vertical, and other marquee institutions like Edelweiss, CARE and Irevna before that 5. He is a Chartered Accountant and holds an MBA degree from T.A.Pai Management
PMS house
Arthya Wealth and Investments Pvt Ltd
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