The strategy is to buy a small-cap company having the Potential to become Mid or Large cap in the long term Seek to generate capital appreciation by investing in equity through Seven Islands Multicap Fund across the board of Large cap & Midcap securities.
The strategy is to buy a small-cap company having the Potential to become Mid or Large cap in the long term Seek to generate capital appreciation by investing in equity through Seven Islands Multicap Fund across the board of Large cap & Midcap securities.
Returns as on 2025-12-31
| Period | Strategy | Benchmark | Outperformance |
|---|---|---|---|
| 1 MONTH | 1.93% | -0.24% | 2.17% |
| 3 MONTHS | 3.90% | 5.02% | -1.12% |
| 6 MONTHS | 0.85% | 1.63% | -0.78% |
| 1 YEAR | -6.04% | 7.63% | -13.67% |
| 2 YEAR | 13.74% | 11.64% | 2.10% |
| SINCE INCEPTION | 24.45% | 16.62% | 7.83% |
| Year | Return |
|---|---|
| CY 2025 | -6.04% |
| CY 2024 | 37.72% |
| Year | Return |
|---|---|
| FY 26_YTD | 16.40% |
| FY 25 | 6.82% |
| FY 24 | 58.47% |
Past performance is not indicative of future results. Returns are subject to market risks.
Fund Manager & Principal Officer
Mr. Hemant Shah is the Principal officer and Fund Manager of Seven Islands. He is a strong believer in the philosophy – “Knowledge Protects, Courage Pays”. He is responsible for drawing out the investment strategy of the PMS. In over 30 years of his experience in the financial markets, he has worked with various established investment managers in setting up numerous research desks.
AMC: 2.5%
AMC: No Option
Hurdle: No Option
Profit Sharing: 15% Profit Sharing on All Profits
Year 1: 3%
Year 2: 2%
Year 3: 1%
* 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)
