Focuses on businesses with the potential to become long-term multibaggers.
+6.32%
3Y annualised returns
+13.46%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
12 May '23
Total AUM
₹112.32Cr
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
0.00%
PMS management
MR
Mr. Raghvendra Nath
Fund Manager
View details
About
"Mr. Raghvendra Nath has more than three decades of capital markets and investment management experience. His ability to analyse trends and evaluate businesses has supported him to lead a few esteemed organisations in the industry. He has worked with Birla Sun Life Mutual Fund, one of the leading Mutual Fund companies in India. In his tenure he successfully created Asset Allocation strategies for various MF Schemes. He tracked macro-economic factors in India & globally to identify major trends & analyze the impact on fund performance as well as the overall business. His acumen in creating differentiated strategies to address investor needs contributed to the success of the firms he has been associated with. Prior to this he was the business head for Aditya Birla Money. He is a CFA, MBA and an Engineer by qualification and provides thought leadership to the business. He has an impeccable reputation in the Indian Markets and is a frequent face in the Indian Business media. "
Experience
Over three decades of experience in capital markets and investment management.
Investment philosophy
Specializes in macro-economic trend analysis, business evaluation, and asset allocation strategies.
Previously worked at
Birla Sun Life Mutual Fund
Aditya Birla Money
Awards
Successfully created differentiated asset allocation strategies for various mutual fund schemes. Known for an impeccable reputation in Indian markets and frequently featured in business media.