PMS

Avestha Fund Management Growth PMS

Multi Cap · Portfolio Management Services

Avestha Fund Management Growth PMS is a PMS (Portfolio Management Services) strategy, in the multi cap category. It is managed by Mr.Farokh Pandole. It has returned +15.87% over 1 year, +14.38% over 3 years, +17.96% over 5 years, as reported by the fund manager. It manages about ₹1,523.05 crore. Its benchmark is S&P BSE 500 TRI. The minimum investment in any PMS is ₹50 lakh.

Returns

1 month
+0.64%Benchmark -0.09%
3 months
+11.28%Benchmark +3.86%
6 months
+21.51%Benchmark +1.43%
1 year
+15.87%Benchmark +4.72%
2 years
+5.99%Benchmark -0.11%
3 years
+14.38%Benchmark +12.09%
5 years
+17.96%Benchmark +10.91%
Since inception
+16.82%Benchmark +12.42%

Time-weighted returns after fees, as reported by the fund manager. Past returns do not guarantee future returns.

Strategy facts

Fund manager: Mr.Farokh Pandole
Category: Multi Cap
Benchmark: S&P BSE 500 TRI
AUM: ₹1,523.05 Cr
Inception: 01 November 2017
Minimum investment: ₹50 lakh
Allocations: %
Large Cap: 14.10
Mid Cap: 37.06
Small Cap: 46.98
Cash: 1.86

Common questions

What are the returns of Avestha Fund Management Growth PMS?

Avestha Fund Management Growth PMS has returned +0.64% (1 month), +11.28% (3 months), +21.51% (6 months), +15.87% (1 year), +5.99% (2 years), +14.38% (3 years), +17.96% (5 years), +16.82% (Since inception). Periods over one year are annualised.

What is the minimum investment for Avestha Fund Management Growth PMS?

SEBI sets the minimum investment for any PMS at ₹50 lakh, in cash or existing shares.

Who manages Avestha Fund Management Growth PMS?

The fund manager is Mr.Farokh Pandole.