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Envision Capital - India Opportunities
Envision Capital - India Opportunities

Envision Capital - India Opportunities

  • Envision Capital Services Pvt Ltd
  • Multi Cap AND Flexi Cap
  • 60
    Out of 173*
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PMS Bazaar
Portfolio age4 years, 9 months
-0.92%
0.96%
Hurdle Rate**10%
Fixed feeNo Option
Min. Investment₹50 Lacs
*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 30/11/2025)
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)
Allocation by Market Cap
Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

Nilesh Shah
  • Manager Rank60 Out of 173
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUMUndisclosed
  • Highest Return In 1 Yr5.68%
Profile

Nilesh Shah is the Founder and Chief Executive Officer of Envision Capital, and the Portfolio Manager of the India Value Portfolio. He has 29 years of experience in corporate finance and asset management, Nilesh holds a CFA from The Institute of Chartered Financial Analysts of India (ICFAI), where he ranked all-India 1st in CFA Preliminary Levels, and a post graduate in management from IRMA, where he was valedictorian. He is the recipient of several academic and professional awards. He has been awarded “The Achiever Award” by Jaycees (a global youth organization spread over 100 countries). In 2011, he was invited by the Columbia Business School as a speaker on “Investing: Finding Value in India”.

Other Schemes
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Envision Capital - India Opportunities
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
188 Out of 259
Fixed Fee
No Option
Scheme Return
-0.92%
Benchmark Return
0.96%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Nov, 2025)
Inception Date
Apr 05, 2021
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
No Option
Variable Fee
1.75%
Hurdle Rate
10%
Profit Sharing
10% Profit Sharing above 10% Hurdle
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bt_logoINVESTMENT PHILOSOPHY

Objective

The primary investment objective of the proposed investment approach would be to generate capital appreciation over the medium to long term by investing in equity/ equity related instruments of companies listed in the Indian equity market

Investment Approach

The primary investment objective of the proposed investment approach would be to generate capital appreciation over the medium to long term by investing in equity/ equity related instruments of companies listed in the Indian equity market

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bt_logoPEER ANALYSIS

  • table
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Envision Capital - India Opportunities
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
188 Out of 259
Fixed Fee
No Option
Scheme Return
-0.92%
Benchmark Return
0.96%
Strategic Opportunities Series 1
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 259
Fixed Fee
No Option
Scheme Return
7.96%
Benchmark Return
0.96%
Turtle Wealth - 212 Wealth Mantra
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 259
Fixed Fee
2.00%
Scheme Return
4.25%
Benchmark Return
0.96%
Asit C Mehta - ACE - Multicap
AUM (₹ Cr)
₹146.61 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 259
Fixed Fee
2.50%
Scheme Return
3.81%
Benchmark Return
0.96%
Asit C Mehta - ACE - 15
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 259
Fixed Fee
2.50%
Scheme Return
3.35%
Benchmark Return
0.96%
Flexicap Fundamental Opportunities
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 259
Fixed Fee
2.50%
Scheme Return
3.3%
Benchmark Return
0.96%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Envision Capital Services Pvt Ltd
Envision Capital Services Pvt Ltd manages assets worth Rs 1937.34 crores. Its current offering of PMS schemes includes 1 Multi Cap And Flexi Cap scheme.

AUM (₹ cr)

1,937.34 (As on Nov, 2025)

Number of Schemes

1
Schemes From This AMC
  • table
  • Grid
Compare
Envision Capital - India Opportunities
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
188 Out of 259
Fixed Fee
No Option
Scheme Return
-0.92%
Benchmark Return
0.96%
*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 Envision Capital - India Opportunities?
The hurdle rate of Envision Capital - India Opportunities is 10%.
What is the fixed fee charged in Envision Capital - India Opportunities ?
The fixed fee charged in Envision Capital - India Opportunities is No Option.
What is the variable fee charged in Envision Capital - India Opportunities ?
The variable fee charged in Envision Capital - India Opportunities is 1.75%.
What is the profit sharing in Envision Capital - India Opportunities ?
The profit sharing in Envision Capital - India Opportunities is 10% Profit Sharing above 10% Hurdle.
What is the minimum investment in Envision Capital - India Opportunities ?
The minimum investment in Envision Capital - India Opportunities is ₹50 Lacs
What type of scheme is Envision Capital - India Opportunities?
Envision Capital - India Opportunities is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Envision Capital - India Opportunities?
The inception date of Envision Capital - India Opportunities is Apr 05, 2021.
What is the exit load of Envision Capital - India Opportunities?
Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter.

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