ASHIMA -LONG HERITAGE VALUE FUND
EQUITY FLEXI CAP
Our investment strategy is to use bottoms up fundamental research approach to select long term value stocks using a risk neutral and buy and hold strategy. This will allow good companies to create long term wealth creation through compounding.
+22.02%
1Y annualised returns
+3.64%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
03 Mar '25
Total AUM
₹166.71Cr
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
KCKRISHNA CHINTAN PARIKHPrincipal Officer and Portfolio ManagerView details
KC
KRISHNA CHINTAN PARIKH
Principal Officer and Portfolio Manager
View details
About
Mr. Krishnachintan Parikh, the Principal Officer and Portfolio Manager, holds an MBA in Finance from Columbia Business School, specializing in value investing, security analysis, Advanced Investment Research and Capital Markets. He has a strong background in proprietary fund anagement, portfolio advisory and long-term fundamental investing strategies. He has extensive experience in detailed market and security analysis to align investment strategies with long-term financial goals.
Experience
Extensive experience in proprietary fund management, portfolio advisory, and detailed market analysis.
Investment philosophy
Specializes in value investing, security analysis, and long-term fundamental investing strategies.
PMS house
ASHIMA CAPITAL MANAGEMENT LIMITED
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