Invests in companies with the best financial trend, subject to proprietary model thresholds for quality and valuation.
+20.66%
3Y annualised returns
+21.87%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
07 Nov '17
Total AUM
₹9.31Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity market cap split
Large Cap46.9%
Small Cap14.3%
Mid Cap10.2%
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
AV
Aditya Vikram Kanoria
Senior Management Professional
View details
About
Enterprising professional with an experience of 15+ years in financial services. His expertise spans across the entire spectrum of financial markets. He has successfully spearheaded various verticals in financial services with companies like Motilal Oswal Financial Services and Capital First in Senior Management positions. He is a Postgraduate from Xaviers Institute of Management.
Experience
Over 15 years of experience in financial services.
Investment philosophy
Expertise across the entire spectrum of financial markets.
Previously worked at
Motilal Oswal Financial Services
Capital First
Awards
Successfully spearheaded various verticals in financial services. Holds a Postgraduate degree from Xaviers Institute of Management.