Avestha - Growth

EQUITY MULTI CAP

Long term wealth creation through investment in quality stocks to capitalize on asymmetric risk-reward.

+15.29%

3Y annualised returns

+12.53%

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

Launch date

01 Nov '17

Total AUM

₹1,447.38Cr

Min. investment

₹2,00,00,000

Benchmark

S&P BSE 500 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity99.5%

Cash0.5%

Equity market cap split

Small Cap64.8%

Large Cap16.1%

Mid Cap12.6%

Min. investment & fees structure

Min. investment for 1st time

SEBI mandates a minimum investment for investing in PMS

₹2,00,00,000

Exit load

Fee charged on redemption before the completed holding period

0.00%

PMS management

FP
Farokh Pandole
Equity Portfolio Manager
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About

Mr. Pandole graduated with Honors in Economics from Harvard College in 1992. He gained an MBA in Finance from The Wharton School in 1995. He is a former Junior National Squash Champion on multiple occasions and has represented India.Mr. Pandole was Vice-President and member of the core investment team at Alliance Capital Mutual Fund between 1995–2000, responsible for managing $250mn, including FII and MF assets. He also assumed an Asian Coverage Research role and provided investment inputs into Alliance-DLJ, a $100mn Private Equity Fund at the time.Mr. Pandole moved to the sell-side, from 2000-09 at Citigroup Global Markets, where he was Head of Indian Equity Distribution. Thereafter, Mr. Pandole was Director, Equity Sales at Bank of America-Merrill Lynch until 2013.Most recently he was an Equity Portfolio Manager at HDFC Life, generating substantial outperformance over benchmark.

Experience

Over two decades of experience across buy-side and sell-side roles since 1995.

Investment philosophy

Specializes in Indian equity markets, research, distribution, and portfolio management.

Previously worked at