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 is powered by APART (Advanced Process Automation & Research Technology), an AI-based investment research engine curated by the Portfolio Manager. The Portfolio Manager has pioneered end-to-end investment research automation for its investment advisory division & plans to bring this expertise to portfolio management services, where it can make investment decisions with greater discretion. It is the Portfolio Manager’s flagship fund with an aggressive, sector & market cap agnostic philosophy.

Investment Objective

The Ad Astra Fund is one of the world’s first fully automated long term investment fund with the primary objective of creating long term capital appreciation.

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 is a veteran with 13 Years of experience in the financial services industry, including in Global Equity Markets, Quantitative Investment strategies, Custom Index creation and management, Portfolio Management, Team Management, Hiring, Mentoring & Evaluation, Team Planning and Budgeting, Product Development, Project Coordination, Client Management, Business Development, Process Automation

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%

Disclaimer

* Returns are as on31st December 2025 , * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1

This profile is provided for general informational purposes only and is based on publicly available information. While reasonable care is taken, the content may not always reflect the latest 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.

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