Qode Future Horizon

Qode Advisors LLP
PMS Small Cap
Benchmark
S&P BSE 500 TRI
Inception Date
13 November 2024
Min. Investment
₹50,00,000
AUM (Cr.)
₹10.15
SIP Available
Yes
STP Available
Yes

Investment Strategy

Investment Approach

To achieve superior long-term capital appreciation by investing in high-quality companies selected through a blend of fundamental research and quantitative screening. The strategy targets businesses with strong fundamentals and sustainable growth potential to deliver consistent wealth creation.

Investment Objective

Future Horizons combines fundamental research with quantitative insights to build a focused portfolio of 8–12 high-conviction companies. Using data-driven analysis, it identifies businesses with strong fundamentals, excellent management, and growth potential, aiming for superior returns with managed risks.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -10.65% -0.24% -10.41%
3 MONTHS -16.31% 5.02% -21.33%
6 MONTHS -10.30% 1.63% -11.93%
1 YEAR -19.21% 7.63% -26.84%
SINCE INCEPTION -17.81% 6.82% -24.63%

Calendar Year Performance

Year Return
CY 2025 -19.21%

Financial Year Performance

Year Return
FY 26_YTD -1.92%

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

Fund Managers

Gaurav Didwania

Fund Manager

Gaurav Didwania is a finance expert with 15+ years of experience in investment management and advisory. Known for delivering exceptional returns and strategic insights, he holds a Bachelor of Management Studies (BMS) from NM College, Mumbai.

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
4889.86
portfolio age
1 Yrs, 1 Months
sip
Available
stp
Available

Fee Structure

Variable Fee

AMC: 1.5%

Hurdle: 10%

Profit Sharing: 15%

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)