Envision Capital - India Opportunities
EQUITY FLEXI CAP
Aims to generate capital appreciation over the medium to long term from the Indian equity market.
+17.37%
3Y annualised returns
+14.94%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
05 Apr '21
Total AUM
₹118.39Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity94.0%
Cash6.0%
Equity market cap split
Small Cap60.0%
Mid Cap19.0%
Large Cap17.0%
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
2.00%
PMS management
NSNilesh ShahFounder and Chief Executive Officer of Envision CapitalView details
NS
Nilesh Shah
Founder and Chief Executive Officer of Envision Capital
View details
About
Nilesh Shah is the Founder and Chief Executive Officer of Envision Capital; and the Portfolio Manager of the India Value Portfolio. He has 29 years of experience in corporate finance and asset management; Nilesh holds a CFA from The Institute of Chartered Financial Analysts of India (ICFAI); where he ranked all-India 1st in CFA Preliminary Levels; and a post graduate in management from IRMA; where he was valedictorian. He is the recipient of several academic and professional awards. He has been awarded �The Achiever Award� by Jaycees (a global youth organization spread over 100 countries). In 2011; he was invited by the Columbia Business School as a speaker on �Investing: Finding Value in India�.
Experience
29 years of experience in corporate finance and asset management.
Investment philosophy
Corporate finance, asset management, and the India Value Portfolio.
Awards
- Awarded ‘The Achiever Award’ by Jaycees and invited by Columbia Business School as a speaker. Ranked all-India 1st in CFA Preliminary Levels and was a valedictorian in his post-graduate management program from IRMA.
PMS house
Envision Capital Services Private Limited
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