Search
Advertisement
Avestha - Long Term Growth
Avestha - Long Term Growth

Avestha - Long Term Growth

  • Avestha Fund Management LLP
  • Multi Cap AND Flexi Cap
  • 10
    Out of 141*
  • Compare
    Compare
  • Share
    • Whatsapp
    • Twitter
    • Facebook
    Share
Powered by
PMS Bazaar
Portfolio age8 years, 9 months
5.68%
1.73%
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

TRAILING PERFORMANCE

(As on 31/07/2026)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year
No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (4.04%)
Allocation by Market Cap
Small Cap (47.9%)
Mid Cap (31.88%)
Large Cap (16.18%)
Sector Holdings
  • Defense21.93%
  • Chemicals10.89%
  • Auto & Auto Components10.75%
  • Manufacturing10.62%
  • Metals9.93%
Stock Holdings
Undisclosed

PORTFOLIO MANAGERS

Farokh Pandole
  • Manager Rank48 Out of 194
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUM1503.25
  • Highest Return In 1 Yr5.86%
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)
₹1,503.25 Cr
Hurdle Rate
0%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
4 Out of 278
Fixed Fee
1.00%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

BT Tv

PEER ANALYSIS

AUM (₹ Cr)
₹1,503.25 Cr
Hurdle Rate
0%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 278
Fixed Fee
1.00%
AUM (₹ Cr)
₹5.93 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 278
Fixed Fee
No Option
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 278
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 278
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 278
Fixed Fee
No Option
AUM (₹ Cr)
₹95.89 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
6 Out of 278
Fixed Fee
2.00%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

ABOUT AMC

Avestha Fund Management LLP
Avestha Fund Management LLP manages assets worth Rs 1504.49 crores. Its current offering of PMS schemes includes 1 Multi Cap And Flexi Cap scheme.

AUM (₹ cr)

1,504.49 (As on Jun, 2026)

Number of Schemes

1
Schemes From This AMC
AUM (₹ Cr)
₹1,503.25 Cr
Hurdle Rate
0%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
4 Out of 278
Fixed Fee
1.00%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FAQs

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%