Avestha Fund Management Growth PMS


Key Portfolio Attributes

Inception Date: 01st November, 2017

Number of Stocks: 12-18

Fund Manager Name: Mr. Farokh Pandole

Fund Manager Qualification: Honours in Economics from Harvard College in 1992. MBA in Finance from The Wharton School in 1995.

Investment Objective

Long Term Wealth Creation through investment in quality stocks to capitalize on asymmetric risk reward. Their investment decisions will find principal basis in Balance sheet strength, Promoter history, Capital efficiency, Business Scalability/Growth runway and Transformation potential.

Portfolio Strategy

Concentrated Portfolio (12-18 holdings) Buy-& Hold Strategy that allows ample room for recognition of our preferred equity characteristics. Sector Agnostic as stock selection approach will be bottom-up.

Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Avestha Fund Management Growth7.77%9.39%12.11%29.15%22.22%28.08%22.88%-17.56%
BSE 500 TRI3.44%6.05%25.01%38.63%20.19%20.46%18.21%-14.98%

QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %

Sector Allocation


Holding %

Market Cap Allocation


Allocations %
Large Cap 10
Mid Cap 37
Small Cap 49
Cash 4

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Disclaimer

#Returns as of 30 Apr 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.

*QRC Report Card data is updated quarterly. Current data is as of Mar 23.


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Do Not Simply Invest, Make Informed Decisions

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