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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

The primary investment objective of the proposed investment approach would be to generate capital appreciation over the medium to long term by investing in equity/ equity related instruments of companies listed in the Indian equity market

Investment Objective

The primary investment objective of the proposed investment approach would be to generate capital appreciation over the medium to long term by investing in equity/ equity related instruments of companies listed in the Indian equity market

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 is the Founder and Chief Executive Officer of Envision Capital, and the Portfolio Manager of the India Value Portfolio. He has 29 years of experience in corporate finance and asset management, Nilesh holds a CFA from The Institute of Chartered Financial Analysts of India (ICFAI), where he ranked all-India 1st in CFA Preliminary Levels, and a post graduate in management from IRMA, where he was valedictorian. He is the recipient of several academic and professional awards. He has been awarded “The Achiever Award” by Jaycees (a global youth organization spread over 100 countries). In 2011, he was invited by the Columbia Business School as a speaker on “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%

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)

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