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Fident India Builder Equity Portfolio
Fident India Builder Equity Portfolio

Fident India Builder Equity Portfolio

  • Fident Asset Management
  • Multi Cap AND Flexi Cap
  • 147
    Out of 235*
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Portfolio age1 year, 5 months
2.8%
4.3%
Hurdle Rate**10%
Fixed fee2.00%
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

Aishvarya Dadheech
  • Manager Rank Out of 168
    i
    Rank is based on 3-year return
  • Schemes Managed2
  • Total AUMUndisclosed
  • Highest Return In 1 Yr4%
Profile

Aishvarya brings a wealth of investment experience spanning 17 years. Prior to founding Fident, he served as the Equity Fund Manager for Ambit Asset Management's PMS Strategy, from April 2017 to May 2023. He was associated with Reliance Life Insurance as an Equity Fund Manager from July 2010 to March 2017. Additionally, he worked as an Equity Research Analyst at Crisil Limited from June 2007 to July 2010.

Other Schemes
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Fident All-Season India Resurgent portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
3 Out of 251
Fixed Fee
2.00%
Scheme Return
7.7%
Benchmark Return
4.3%
Fident India Builder Equity Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
179 Out of 251
Fixed Fee
2.00%
Scheme Return
2.8%
Benchmark Return
4.3%
*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
Jun 28, 2024
Min. Investment
₹50 Lacs
SIP Option
Available
STP Option
Available
Exit Load
Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
2.00%
Variable Fee
2.00%
Hurdle Rate
10%
Profit Sharing
15% Profit share above 10% Hurdle
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bt_logoINVESTMENT PHILOSOPHY

Objective

The objective is to generate long term capital appreciation for Investors predominantly through investment in equity and equity related securities of companies which are poised to benefit from long term government reforms across sectors

Investment Approach

The Manager seeks to generate long term value by investing in equities across market cap and sectors. This market cap and sector agnostic approach shall be monitored regularly. We aim to follow a stringent stock selection process (bottom-up driven). In certain cases, we may also assess broader macro environment (top-down) during construction.

bt_logoCalculators

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Fident India Builder Equity Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
179 Out of 251
Fixed Fee
2.00%
Scheme Return
2.8%
Benchmark Return
4.3%
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

Fident Asset Management
Fident Asset Management manages assets worth Rs 161.25 crores. Its current offering of PMS schemes includes 2 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

161.25 (As on Oct, 2025)

Number of Schemes

2
Schemes From This AMC
  • table
  • Grid
Compare
Fident All-Season India Resurgent portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
3 Out of 251
Fixed Fee
2.00%
Scheme Return
7.7%
Benchmark Return
4.3%
Fident India Builder Equity Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
179 Out of 251
Fixed Fee
2.00%
Scheme Return
2.8%
Benchmark Return
4.3%
*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 Fident India Builder Equity Portfolio?
The hurdle rate of Fident India Builder Equity Portfolio is 10%.
What is the fixed fee charged in Fident India Builder Equity Portfolio ?
The fixed fee charged in Fident India Builder Equity Portfolio is 2.00%.
What is the variable fee charged in Fident India Builder Equity Portfolio ?
The variable fee charged in Fident India Builder Equity Portfolio is 2.00%.
What is the profit sharing in Fident India Builder Equity Portfolio ?
The profit sharing in Fident India Builder Equity Portfolio is 15% Profit share above 10% Hurdle.
What is the minimum investment in Fident India Builder Equity Portfolio ?
The minimum investment in Fident India Builder Equity Portfolio is ₹50 Lacs
What type of scheme is Fident India Builder Equity Portfolio?
Fident India Builder Equity Portfolio is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Fident India Builder Equity Portfolio?
The inception date of Fident India Builder Equity Portfolio is Jun 28, 2024.
What is the exit load of Fident India Builder Equity Portfolio?
Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.

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