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India Opportunities

Envision Capital Services Pvt Ltd
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
5 April 2021
Min. Investment
₹50,00,000
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

This investment strategy aims to achieve medium to long-term capital growth through investments in equity and equity-linked securities of companies listed on Indian stock exchanges.

Investment Objective

This investment strategy aims to achieve capital growth over a medium to long-term horizon through selective allocation to listed Indian equity and equity-linked securities.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -2.18% -0.24% -1.94%
3 MONTHS 1.40% 5.02% -3.62%
6 MONTHS 4.09% 1.63% 2.46%
1 YEAR 3.72% 7.63% -3.91%
2 YEAR 12.47% 11.64% 0.83%
3 YEAR 19.79% 16.40% 3.39%
SINCE INCEPTION 17.75% 15.72% 2.03%

Calendar Year Performance

Year Return
CY 2025 3.72%
CY 2024 21.98%
CY 2023 35.89%
CY 2022 3.42%
CY 2021 22.06%

Financial Year Performance

Year Return
FY 26_YTD 20.11%
FY 25 3.35%
FY 24 43.20%
FY 23 5.81%
FY 22 14.74%

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

Fund Managers

Nilesh Shah

Fund Manager, PMS

Nilesh Shah serves as the Founder and Chief Executive Officer of Envision Capital, overseeing the India Value Portfolio. With a distinguished career spanning 29 years in corporate finance and asset management, Mr. Shah possesses a CFA designation from The Institute of Chartered Financial Analysts of India (ICFAI), achieving an all-India first rank in the CFA Preliminary Levels. He also holds a postgraduate degree in management from IRMA, graduating as valedictorian. Mr. Shah is a recognized recipient of numerous academic and professional accolades, including "The Achiever Award" presented by Jaycees, a global youth organization. In 2011, he was invited to speak at Columbia Business School on the topic of "Investing: Finding Value in India".

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
4 Yrs, 8 Months
sip
Not Available
stp
Not Available

Fee Structure

Variable Fee

AMC: 1.75%

Hurdle: 10%

Profit Sharing: 10%

Exit Load

Year 1: 2%

Year 2: 1%

Year 3: 0%

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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)