Microsec - Opportunities Fund

Microsec - Opportunities Fund

EQUITY MULTI CAP
Aims to achieve long-term capital appreciation.
+12.93%
3Y annualised returns
+15.36%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
05 Oct '18
Total AUM
₹58.64Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity99.3%
Cash0.7%
₹59Cr
Equity market cap split
Small Cap52.0%
Mid Cap36.3%
Large Cap11.0%
₹58Cr
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%
PMS management

NV
Naveen Vyas
Executive Director & Fund Manager
View details

About
Mr. Naveen Vyas is the Executive Director and Fund manager of Microsec Wealth. He has done his MBA Finance from Visvesvaraya Technological University (V.T.U) at Dr. Ambedkar College, Bangalore. He has over 15 years of Experience in capital markets with core focus on fundamental analysis, investment advisory and fund management activities. He has worked as VP Research for Microsec Capital Limited for more than 8 years and has been Ranked No.1 Analyst in Bloomberg BARR in the consumption space companies and has also been nominated for ZEE Analyst Award in FMCG category in 2013 while working for Microsec. Mr Naveen Vyas has been managing the PMS fund of Microsec Wealth Management since inception. He had also worked with LN Bangur Group, Kolkata wherein he was also been involved in managing the Prop-desk Equity Funds of the group. During his tenure of around 4 years, he has gained good experience of fund management activities wherein the Prop-desk Equity Fund’s return has outperformed the Free Float NIFTY Midcap 100 and NIFTY Free Float Small Cap 100 Index’s return.
Experience
Over 15 years of experience in the capital markets.
Investment philosophy
Specializes in fundamental analysis, investment advisory, and fund management.
Previously worked at
  • Microsec Capital Limited
  • LN Bangur Group
Awards
  • Ranked No. 1 Analyst by Bloomberg BARR in the consumption space. Nominated for a ZEE Analyst Award in 2013. Outperformed Midcap and Small Cap indices while managing prop-desk funds.
PMS house
Microsec Wealth Management Ltd
Microsec Wealth Management Ltd
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