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AD-ASTRA

Svobodha Infinity Investment Advisors Pvt Ltd
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
27 September 2023
Min. Investment
₹50,00,000
AUM (Cr.)
₹22.49
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

The Ad Astra Fund leverages APART (Advanced Process Automation & Research Technology), an artificial intelligence-driven investment research platform developed by the Portfolio Manager. This technology represents a culmination of the Portfolio Manager's pioneering efforts in automating the entire investment research process for their advisory services. This expertise is now being extended to portfolio management, enabling more sophisticated and discretionary investment decision-making. As the Portfolio Manager's premier offering, this fund adopts an aggressive approach, unconstrained by specific sectors or market capitalizations.

Investment Objective

The Ad Astra Fund is a pioneering, fully automated investment vehicle engineered for long-term capital growth.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -1.38% -0.24% -1.14%
3 MONTHS 0.69% 5.02% -4.33%
6 MONTHS -6.95% 1.63% -8.58%
1 YEAR -1.51% 7.63% -9.14%
2 YEAR 8.50% 11.65% -3.15%
SINCE INCEPTION 9.26% 15.26% -6.00%

Calendar Year Performance

Year Return
CY 2025 -1.51%
CY 2024 19.53%

Financial Year Performance

Year Return
FY 26_YTD 3.90%
FY 25 14.51%

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

Fund Managers

Aditya Ranade

Fund Manager

Aditya Ranade brings extensive expertise to the financial services sector, evidenced by his 13 years of professional experience. His domain knowledge encompasses global equity markets, quantitative investment strategies, bespoke index development and oversight, and comprehensive portfolio management. Furthermore, he possesses proven capabilities in team leadership, talent acquisition and development, strategic planning, and budgetary control. His experience also extends to product innovation, project execution, client relationship management, business expansion, and the automation of operational processes.

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, 3 Months
sip
Not Available
stp
Not Available

Fee Structure

Fixed Fee

AMC: 2.5%

Variable Fee

AMC: 1.75%

Hurdle: %

Profit Sharing: 30%

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)