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Ashima
Ashima · Portfolio Management Services
Long Heritage Value is a PMS (Portfolio Management Services) strategy from Ashima. It has returned -1.50% over 1 year, as reported by the fund manager. It manages about ₹293 crore. The minimum investment in any PMS is ₹50 lakh.
Time-weighted returns after fees, as reported by the fund manager. Past returns do not guarantee future returns.
Long Heritage Value has returned -0.20% (1 month), -8.90% (3 months), -4.40% (6 months), -1.50% (1 year), +9.20% (Since inception). Periods over one year are annualised.
SEBI sets the minimum investment for any PMS at ₹50 lakh, in cash or existing shares.
Long Heritage Value is offered by Ashima, a SEBI-registered portfolio manager.
