To achieve capital appreciation through medium to long term investments.
+10.93%
1Y annualised returns
+9.73%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
23 Nov '23
Total AUM
₹3.24Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity69.0%
Cash31.1%
Equity market cap split
Small Cap69.0%
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
0.00%
PMS management
NP
Nirav Parikh
Fund Manager
View details
About
Nirav Parikh has a rich investing experience of 16 years in Small and Mid size companies. He has in past worked with Ghalla Bhansali, Reliance equities, Alchemy Capital covering various sectors. He holds an MBA from NMIMS, Mumbai and is a Graduate in Commerce from Mumbai University. He is also CFA Charter holder (US) and FRM.
Experience
Possesses a rich investing experience of 16 years.
Investment philosophy
Specializes in investing in small and mid-size companies.
Previously worked at
Ghalla Bhansali
Reliance equities
Alchemy Capital
Awards
Holds an MBA from NMIMS, Mumbai, and is a CFA Charterholder (USA) and a certified FRM.