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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
  • 55
    Out of 168*
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Portfolio age4 years, 8 months
4.62%
4.27%
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 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)
Allocation by Market Cap
Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

Nilesh Shah
  • Manager Rank55 Out of 168
    i
    Rank is based on 3-year return
  • Schemes Managed4
  • Total AUMUndisclosed
  • Highest Return In 1 Yr5.21%
Profile

He is a Founder & Managing Director of Atlas Integrated Finance Ltd. He holds a B.E. in Electrical from V.J.T.I. & D.A.M. from Jamnalal Bajaj Institute Of Management Studies.

Other Schemes
  • 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
64 Out of 251
Fixed Fee
No Option
Scheme Return
4.62%
Benchmark Return
4.27%
ATLAS - Midcap PMS Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
Nil
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
35 Out of 53
Fixed Fee
2.00%
Scheme Return
2.82%
Benchmark Return
4.27%
ATLAS - Multicap PMS Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
Nil
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
234 Out of 251
Fixed Fee
2.00%
Scheme Return
1.25%
Benchmark Return
4.27%
Debt Equity Hybrid PMS Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
Nil
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
250 Out of 251
Fixed Fee
2.00%
Scheme Return
-0.99%
Benchmark Return
4.27%
*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 Oct, 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

bt_logoCalculators

Income Tax Calculator Lum-Sum Calculator Dividend Yield Calculator CAGR Calculator SIP Calculator FD Calculator Top-Up Calculator Latte Factor Calculator

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Envision Capital - India Opportunities
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
64 Out of 251
Fixed Fee
No Option
Scheme Return
4.62%
Benchmark Return
4.27%
InCred - Multicap Portfolio
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%
Scheme Return
9.09%
Benchmark Return
4.27%
Agreya - Total Return Enhancer
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 251
Fixed Fee
2.50%
Scheme Return
7.85%
Benchmark Return
4.27%
Fident All-Season India Resurgent portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 251
Fixed Fee
2.00%
Scheme Return
7.7%
Benchmark Return
4.3%
Agreya - Total Return
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 251
Fixed Fee
2.50%
Scheme Return
7.35%
Benchmark Return
4.27%
White Pine India Emerging Stars
AUM (₹ Cr)
₹405.16 Cr
Hurdle Rate
No Option
Benchmark
MSEI SX 40 TRI
Category Rank
5 Out of 251
Fixed Fee
No Option
Scheme Return
7.35%
Benchmark Return
4.09%
*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 1936.44 crores. Its current offering of PMS schemes includes 1 Multi Cap And Flexi Cap scheme.

AUM (₹ cr)

1,936.44 (As on Oct, 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
64 Out of 251
Fixed Fee
No Option
Scheme Return
4.62%
Benchmark Return
4.27%
*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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