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Avestha - Long Term Growth
Avestha - Long Term Growth

Avestha - Long Term Growth

  • Avestha Fund Management LLP
  • Multi Cap AND Flexi Cap
  • 12
    Out of 118*
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PMS Bazaar
Portfolio age8 years, 1 month
6.44%
4.27%
Hurdle Rate**0%
Fixed fee1.00%
Min. Investment2 Crs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (0%)
Allocation by Market Cap
Small Cap (64.77%)
Mid Cap (12.59%)
Large Cap (16.11%)
Sector Holdings
  • Capital Goods29.64%
  • Defense20.96%
  • Information Technology18.15%
  • Chemicals15.56%
  • Auto & Auto Components13.06%
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

Farokh Pandole
  • Manager Rank61 Out of 168
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUM1447.38
  • Highest Return In 1 Yr5.61%
Profile

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.

Other Schemes
AUM (₹ Cr)
₹1,447.38 Cr
Hurdle Rate
0%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
17 Out of 251
Fixed Fee
1.00%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoPEER ANALYSIS

AUM (₹ Cr)
₹1,447.38 Cr
Hurdle Rate
0%
Benchmark
S&P BSE 500 TRI
Category Rank
17 Out of 251
Fixed Fee
1.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 251
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 251
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 251
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 251
Fixed Fee
2.50%
AUM (₹ Cr)
₹405.16 Cr
Hurdle Rate
No Option
Benchmark
MSEI SX 40 TRI
Category Rank
5 Out of 251
Fixed Fee
No Option
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Avestha Fund Management LLP
Avestha Fund Management LLP manages assets worth Rs 1447.38 crores. Its current offering of PMS schemes includes 1 Multi Cap And Flexi Cap scheme.

AUM (₹ cr)

1,447.38 (As on Oct, 2025)

Number of Schemes

1
Schemes From This AMC
AUM (₹ Cr)
₹1,447.38 Cr
Hurdle Rate
0%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
17 Out of 251
Fixed Fee
1.00%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Avestha - Long Term Growth?
The hurdle rate of Avestha - Long Term Growth is 0%.
What is the fixed fee charged in Avestha - Long Term Growth ?
The fixed fee charged in Avestha - Long Term Growth is 1.00%.
What is the variable fee charged in Avestha - Long Term Growth ?
There is no option for Variable fee.
What is the profit sharing in Avestha - Long Term Growth ?
The profit sharing in Avestha - Long Term Growth is 5% of the gains earned on the portfolio with high watermark.
What is the minimum investment in Avestha - Long Term Growth ?
The minimum investment in Avestha - Long Term Growth is ₹2 Crs
What type of scheme is Avestha - Long Term Growth?
Avestha - Long Term Growth is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Avestha - Long Term Growth?
The inception date of Avestha - Long Term Growth is Nov 01, 2017.
What is the exit load of Avestha - Long Term Growth?
Exit load is 0%