To compound client wealth at an attractive IRR over a long period while minimising risk for the portfolio.
+20.87%
3Y annualised returns
+12.53%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
15 Dec '21
Total AUM
₹327.70Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity89.7%
Cash10.3%
Equity market cap split
Small Cap84.5%
Mid Cap2.1%
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
2.00%
PMS management
SM
SONAL MINHAS
Investment Management Professional
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About
Sonal’s decade long career spans across entrepreneurship, investment management and investment banking. In his last role, Sonal was leading a food-tech venture, which he exited/sold in 2018. He has led consumer, financial services and B2B investments at SAIF Partners (Elevation Capital) and AIF Capital. During his investing career that includes both public and private investing, he has actively led investments, represented his funds on the boards of portfolio companies, very closely worked with managements and led exits. He has a Post Graduate Diploma in Management from Indian School of Business, where he was a Dean’s scholar and was awarded the Torch Bearer award for winning the maximum number of competitions across B-schools in India, and has done his Civil Engineering from IIT Kanpur.
Experience
Over a decade of experience in entrepreneurship, investment management, and investment banking.
Investment philosophy
Expertise in public and private investing across consumer, financial services, and B2B sectors.
Previously worked at
SAIF Partners (Elevation Capital)
AIF Capital
Awards
Successfully led and exited a food-tech venture. Recognized as a Dean's Scholar and awarded the Torch Bearer award at the Indian School of Business. Represented funds on boards of portfolio companies.
AM
Anubhav Mukherjee
Principal, Investment Team
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About
Anubhav has more than a decade of investing experience in Indian public equities at India’s leading PE & VC firm SAIF Partners (Elevation Capital), which has more than 4Bn $ assets under management. At SAIF, his last role was a Principal in the investment team and he has extensive experience of the complete investing lifecycle across capital allocation, portfolio construction, position sizing, portfolio management and timing of exits. During his long investing career, he has built deep understanding of diverse sectors like pharma, IT services, consumer, engineering, infra, auto & ancillaries, cement, etc. He has a Post Graduate Diploma in Management from IIM Lucknow, where he was awarded the Director’s medal for academic excellence, and a B.E. in Computer Science (Merit Scholar) from NSIT, Delhi.
Experience
Over a decade of investing experience in Indian public equities.
Investment philosophy
Expertise in the complete investing lifecycle across diverse sectors like pharma, IT, consumer, and engineering.
Previously worked at
SAIF Partners (Elevation Capital)
Awards
Awarded the Director’s medal for academic excellence at IIM Lucknow and was a Merit Scholar at NSIT, Delhi.