ithought - Sphere

EQUITY

The investment strategy will follow a high quality investment approach. Our strategy would be to buy these assets at reasonable valuations to give the investor a superior investment experience.

+12.12%

1Y annualised returns

+1.82%

Benchmark returns (NSE Multi Asset Index 1)

Launch date

16 Dec '21

Total AUM

₹224.00Cr

Min. investment

₹50,00,000

Benchmark

NSE Multi Asset Index 1

Portfolio analysis

Equity / Debt / Cash split

Equity91.0%

Cash5.0%

Debt4.0%

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

PMS management

SS
Shyam Sekhar
View details

About

Mr. Shyam Sekhar has more than 3 decades of investing experience in franchise based high growth businesses. He follows a value-based approach to investing. His focus is on identifying investment opportunities in emerging companies through a sound research driven process. His strengths include exposure to multiple industries as a research analyst, creating large sized portfolios and investing across market cycles.

Experience

More than 3 decades of investing experience across various market cycles.

Investment philosophy

Specializes in identifying high-growth businesses and emerging companies through a value-based, research-driven process.

Awards