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Fident India Builder Equity portfolio (FIBER)

Fident Asset Management
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
28 June 2024
Min. Investment
₹50,00,000
SIP Available
Yes
STP Available
Yes

Investment Strategy

Investment Approach

The portfolio manager aims to create sustained capital appreciation through investments in a diversified equity universe, unconstrained by market capitalization or industry sector. This flexible investment strategy will be subject to ongoing review. The core of our investment process involves a rigorous, fundamentally-driven stock selection methodology. Additionally, strategic consideration of the broader macroeconomic landscape may inform portfolio construction where deemed appropriate.

Investment Objective

This investment strategy aims to achieve sustained long-term capital growth for clients, primarily by allocating assets to equity and equity-linked instruments. The selection of these securities will focus on companies positioned to capitalize on the enduring positive impact of government-led reforms across various industrial sectors.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -4.97% -0.24% -4.73%
3 MONTHS -5.70% 5.02% -10.72%
6 MONTHS -9.56% 1.63% -11.19%
1 YEAR -11.12% 7.63% -18.75%
SINCE INCEPTION -0.97% 4.54% -5.51%

Calendar Year Performance

Year Return
CY 2025 -11.12%

Financial Year Performance

Year Return
FY 26_YTD 10.48%
FY 25_YTD 15.58%

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

Fund Managers

With seventeen years of comprehensive experience in the investment domain, Aishvarya's background includes a significant tenure as an Equity Fund Manager for Ambit Asset Management's Portfolio Management Services (PMS) strategy, from April 2017 to May 2023. Earlier, he managed equity funds at Reliance Life Insurance between July 2010 and March 2017. Prior to these roles, Aishvarya was engaged as an Equity Research Analyst at Crisil Limited, from June 2007 to July 2010.

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
1 Yrs, 6 Months
sip
Available
stp
Available

Fee Structure

Fixed Fee

AMC: 2%

Variable Fee

AMC: 2%

Hurdle: 10%

Profit Sharing: 15%

Exit Load

Year 1: 1%

Year 2: 0%

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)