Affluense AI AFFLUENSE

Long Heritage Value Fund

Ashima capital management limited
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
3 March 2025
Min. Investment
₹50,00,000
AUM (Cr.)
₹190.90
SIP Available
Yes
STP Available
Yes

Investment Strategy

Investment Approach

The investment methodology centers on a bottom-up, fundamental research framework to identify undervalued equities with long-term appreciation potential. This strategy employs a risk-neutral approach, emphasizing a buy-and-hold philosophy. The objective is to facilitate sustained wealth creation for investors by enabling high-quality companies to benefit from the power of compounding over extended periods.

Investment Objective

Our investment strategy is designed to achieve superior returns for our clients. We employ a disciplined, long-term approach that aims for capital appreciation by identifying 5 to 15 fundamentally sound companies. This methodology is executed with a focus on maintaining a neutral risk profile throughout the investment horizon.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH 1.72% -0.24% 1.96%
3 MONTHS 1.08% 5.02% -3.94%
6 MONTHS 2.49% 1.63% 0.86%
SINCE INCEPTION 18.01% 20.81% -2.80%

Calendar Year Performance

Year Return

Financial Year Performance

Year Return

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Krishnachintan Parikh

Fund Manager & Principal Officer

Mr. Krishnachintan Parikh, serving as the Principal Officer and Portfolio Manager, possesses an MBA in Finance from Columbia Business School. His academic specialization includes value investing, security analysis, advanced investment research, and capital markets. His professional background is characterized by significant expertise in proprietary fund management, portfolio advisory services, and the implementation of long-term fundamental investing strategies. He has a comprehensive track record in conducting in-depth market and security analysis, ensuring investment strategies are meticulously aligned with enduring financial objectives.

Portfolio Details

Portfolio Composition

Large Cap
0%
Mid Cap
0%
Small Cap
0%
Cash & Equivalent
0%

Top 5 Holdings

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Top 5 Sectors

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Portfolio Characteristics

total number of stocks
N/A
top 5 stocks percent
N/A
top 5 sectors percent
N/A
average market cap
N/A
portfolio age
0 Yrs, 9 Months
sip
Available
stp
Available

Fee Structure

Fixed Fee

AMC: 2.5%

Variable Fee

AMC: 1%

Hurdle: 7%

Profit Sharing: 20%

Exit Load

Year 1: 3%

Year 2: 2%

Year 3: 1%

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)