Aims to own a portfolio of high quality small cap stocks to benefit from healthy earnings growth and potential re-rating.
+1.76%
3Y annualised returns
+14.94%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
29 Aug '19
Total AUM
₹180.24Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity82.0%
Cash18.0%
Equity market cap split
Small Cap66.0%
Mid Cap9.0%
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
3.00%
PMS management
AS
Ashvin Shetty - CFA
Fund Manager, CFA
View details
About
Ashvin has more than 10 years of experience in equity research. He led the coverage on automobile sector at Ambit Capital from 2010 to 2017. He was ranked in Starmine Analyst Awards 2013 and 2016 for his stock picking abilities during this stint. He thereafter worked as a senior analyst for Ambit’s Mid and Small cap PMS funds till November 2018. Prior to joining Ambit, he worked with Execution Noble as an analyst covering consumer and media space. He has also worked with KPMG’s and Deloitte’s statutory audit departments from 2004 to 2007 gaining extensive experience across Indian accounting standards and financial statement analysis. Qualifications: Ashvin is a BCom graduate from Narsee Monjee College (Mumbai). He is a qualified Chartered Accountant (ICAI India) and Chartered Financial Analyst (CFA Institute, USA).
Experience
Over 10 years of experience in equity research and financial statement analysis.
Investment philosophy
Equity research with a focus on mid-cap, small-cap, automobile, and consumer sectors.
Previously worked at
Ambit Capital
Execution Noble
KPMG
Deloitte
Awards
Ranked in the Starmine Analyst Awards for stock picking in 2013 and 2016. He is a qualified Chartered Accountant (ICAI) and Chartered Financial Analyst (CFA).