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Seven Islands PMS

Mansi Share and Stock Broking Pvt ltd
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
5 January 2023
Min. Investment
₹50,00,000
SIP Available
Yes
STP Available
Yes

Investment Strategy

Investment Approach

This investment strategy focuses on identifying small-cap companies with the long-term prospect of evolving into mid-cap or large-cap entities. The Seven Islands Multicap Fund aims to achieve capital appreciation by investing across the spectrum of large-cap and mid-cap equity securities.

Investment Objective

This investment strategy focuses on identifying and acquiring equity in small-cap entities with the prospect of evolving into mid-cap or large-cap companies over an extended investment horizon. The Seven Islands Multicap Fund aims to achieve capital appreciation by investing across the spectrum of large-cap and mid-cap securities.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH 1.93% -0.24% 2.17%
3 MONTHS 3.90% 5.02% -1.12%
6 MONTHS 0.85% 1.63% -0.78%
1 YEAR -6.04% 7.63% -13.67%
2 YEAR 13.74% 11.64% 2.10%
SINCE INCEPTION 24.45% 16.62% 7.83%

Calendar Year Performance

Year Return
CY 2025 -6.04%
CY 2024 37.72%

Financial Year Performance

Year Return
FY 26_YTD 16.40%
FY 25 6.82%
FY 24 58.47%

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

Fund Managers

Hemant Shah

Fund Manager & Principal Officer

Mr. Hemant Shah serves as the Principal Officer and Fund Manager for Seven Islands. His investment approach is guided by the principle that "Knowledge Protects, Courage Pays." He spearheads the formulation of the Portfolio Management Services (PMS) investment strategy. With a career spanning over three decades in the financial markets, Mr. Shah has a proven track record of collaborating with prominent investment management firms in establishing multiple research divisions.

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
2 Yrs, 11 Months
sip
Available
stp
Available

Fee Structure

Fixed Fee

AMC: 2.5%

Variable Fee

AMC: No Option

Hurdle: No Option

Profit Sharing: 15% Profit Sharing on All Profits

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)