Long Term Growth

Avestha Fund Management LLP
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
1 November 2017
Min. Investment
₹2,00,00,000
AUM (Cr.)
₹1409.63
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

Concentrated Portfolio (12-18 holdings) . Buy-&-Hold Strategy that allows ample room for recognition of our preferred equity characteristics. Sector Agnostic as stock selection approach will be bottom-up

Investment Objective

Long Term Wealth Creation through investment in quality stocks to capitalize on asymmetric risk-reward. Our investment decisions will find principal basis in Balance sheet strength, Promoter history, Capital efficiency, Business Scalability/Growth runway and Transformation potential.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -2.27% -0.24% -2.03%
3 MONTHS 3.18% 5.02% -1.84%
6 MONTHS -8.95% 1.63% -10.58%
1 YEAR -1.73% 7.63% -9.36%
2 YEAR 11.98% 11.64% 0.34%
3 YEAR 18.63% 16.40% 2.23%
5 YEAR 23.76% 16.82% 6.94%
SINCE INCEPTION 16.48% 13.71% 2.77%

Calendar Year Performance

Year Return
CY 2025 -1.73%
CY 2024 27.61%
CY 2023 33.19%
CY 2022 13.91%
CY 2021 52.63%
CY 2020 13.37%
CY 2019 10.95%
CY 2018 -8.39%
CY 2017 3.90%

Financial Year Performance

Year Return
FY 26_YTD 9.80%
FY 25 21.35%
FY 24 28.71%
FY 23 19.20%
FY 22 27.13%
FY 21 70.29%
FY 20 -21.13%
FY 19 5.04%
FY 18 -3.53%

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

Fund Managers

Farokh Pandole

Founder and Portfolio Manager

Mr. Pandole graduated with Honors in Economics from Harvard College in 1992. He gained an MBA in Finance from The Wharton School in 1995. He is a former Junior National Squash Champion on multiple occasions and has represented India.Mr. Pandole was Vice-President and member of the core investment team at Alliance Capital Mutual Fund between 1995–2000, responsible for managing $250mn, including FII and MF assets. He also assumed an Asian Coverage Research role and provided investment inputs into Alliance-DLJ, a $100mn Private Equity Fund at the time.Mr. Pandole moved to the sell-side, from 2000-09 at Citigroup Global Markets, where he was Head of Indian Equity Distribution. Thereafter, Mr. Pandole was Director, Equity Sales at Bank of America-Merrill Lynch until 2013.Most recently he was an Equity Portfolio Manager at HDFC Life, generating substantial outperformance over benchmark.

Portfolio Details

Portfolio Composition

Large Cap
15.37%
Mid Cap
28.85%
Small Cap
55.29%
Cash & Equivalent
0.49%

Top 5 Holdings

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Top 5 Sectors

  • Defense 19.34%
  • Manufacturing 12.46%
  • Auto & Auto Components 12.33%
  • Healthcare Services 10.21%
  • Chemicals 8.64%

Portfolio Characteristics

total number of stocks
N/A
top 5 stocks percent
N/A
top 5 sectors percent
62.98%
average market cap
9263.57
portfolio age
8 Yrs, 1 Months
sip
Not Available
stp
Not Available

Fee Structure

Fixed Fee

AMC: 1%

Variable Fee

AMC: No Option

Hurdle: 0%

Profit Sharing: 5% of the gains earned on the portfolio with high watermark

Exit Load

Year 1: 0%

Year 2: 0%

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)