Shade - Value Fund
EQUITY MULTI CAP
Aims for superior long-term absolute and relative returns, seeking capital appreciation and current income.
+25.01%
3Y annualised returns
+14.94%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
23 Feb '12
Total AUM
₹87.73Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity95.2%
Cash4.8%
Equity market cap split
Small Cap81.1%
Large Cap1.6%
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%
PMS management
PKPAWAN KUMARFounder, Finnso Stock Brokers Pvt LtdView details
PK
PAWAN KUMAR
Founder, Finnso Stock Brokers Pvt Ltd
View details
About
As the visionary founder of Finnso Stock Brokers Pvt Ltd, I have spearheaded a pioneering force within the contemporary financial services realm. With an unwavering commitment to delivering impeccable, transparent, and impartial financial solutions, I established Finnso to transform the investment advisory paradigm for a diverse clientele.
Investment philosophy
Specializes in providing transparent and impartial financial solutions and investment advisory.
Awards
- Established Finnso to transform the investment advisory paradigm for a diverse clientele.
PMS house
Shade Capital Private Limited
Get W app
Scan QR to download
Explore PMS and other investment products
Track your net worth in one place
Get detailed analysis on your investments