Shade Capital
Shade Capital · Portfolio Management Services
Value Fund is a PMS (Portfolio Management Services) strategy from Shade Capital. It has returned +15.10% over 1 year, +21.40% over 3 years, +15.10% over 5 years, as reported by the fund manager. It manages about ₹93.5 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.
Value Fund has returned -1.80% (1 month), +5.70% (3 months), +39.20% (6 months), +15.10% (1 year), +21.40% (3 years), +15.10% (5 years), +17.60% (Since inception). Periods over one year are annualised.
SEBI sets the minimum investment for any PMS at ₹50 lakh, in cash or existing shares.
Value Fund is offered by Shade Capital, a SEBI-registered portfolio manager.