A process-driven fund focused on portfolio optimization through diversification and balanced cash flows.
+16.18%
3Y annualised returns
+11.89%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
01 Jun '16
Total AUM
₹12,257.23Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity market cap split
Large Cap55.5%
Mid Cap20.9%
Small Cap12.3%
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
0.00%
PMS management
SK
Sachin Khivasara
Fund Manager
View details
About
Sachin has over nineteen years of experience in Indian Capital Markets. A Chartered Accountant and a Graduate Cost and Works Accountant, Sachin has worked extensively with leading Investment Managers like Enam Holdings (a large family office) and Reliance Mutual Fund (one of India’s largest mutual funds). Sachin’s expertise lies in identifying under-researched and mispriced companies which can provide superior returns over medium to long term. Sachin loves Pranayama and Yoga, and regularly travels for a higher actualization of this passion.
Experience
Over 19 years of experience in Indian Capital Markets.
Investment philosophy
Identifying under-researched and mispriced companies for medium to long-term returns.
Previously worked at
Enam Holdings
Reliance Mutual Fund
Awards
A Chartered Accountant and a Graduate Cost and Works Accountant with experience at leading investment management firms.