The endeavour is to invest in companies with earnings visibility along with strong cash generation capabilities and are trading at attractive valuations / discount to intrinsic value
+16.27%
3Y annualised returns
+12.53%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
20 Mar '23
Total AUM
₹55.64Cr
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