Joindre Capital Services - Value Fund

EQUITY MULTI CAP

A market cap agnostic fund that seeks value by investing in quality companies with a significant margin of safety.

+8.36%

3Y annualised returns

+13.46%

Benchmark returns (S&P BSE 500 Total Return Index)

Launch date

05 Nov '18

Total AUM

₹61.86Cr

Min. investment

₹50,00,000

Benchmark

S&P BSE 500 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity97.1%

Cash2.9%

Equity market cap split

Small Cap39.5%

Large Cap33.9%

Mid Cap24.2%

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

1.50%

PMS management

VJ
V. JAYARAM
Fund Manager
View details

About

Jayaram is a Chartered Accountant with more than 25 years of experience in equity research and funds management. He was the Fund Manager managing the PMS funds for investors at Shreyas Stocks Pvt. Ltd. He was instrumental in generating winning ideas and market beating returns for investors across different business and market environment which covers bull and bear markets, interest rates and inflation cycles, energy prices cycles, various political formations etc. He is an ardent believer and follower of value investing philosophy. His experience and in-depth understanding of markets and financials ensure that each investment decision will be in the utmost interest of the client portfolio.

Experience

Over 25 years of experience in equity research and funds management.

Investment philosophy

Specializes in equity research, funds management, and value investing philosophy.

Previously worked at