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Invasset - Growth Pro Max
Invasset - Growth Pro Max

Invasset - Growth Pro Max

  • Invasset LLP
  • Multi Cap AND Flexi Cap
  • 5
    Out of 129*
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Portfolio age6 years, 2 months
2.72%
0.45%
Hurdle Rate**0% or 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 28/02/2026)
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 (0.34%)
Allocation by Market Cap
Small Cap (14.69%)
Mid Cap (43.43%)
Large Cap (41.54%)
Sector Holdings
  • Financial Services58.47%
  • Metals & Mining20.22%
  • Automobile and Auto Components7.32%
  • Capital Goods5.92%
  • Healthcare3.21%
Stock Holdings
  • Multi Commodity Exchange Of India Ltd5.34%
  • Indian Bank4.64%
  • State Bank Of India4.61%
  • National Aluminium Co. Ltd4.33%
  • BSE Ltd4.32%

bt_logoPORTFOLIO MANAGERS

Anirudh Garg
  • Manager Rank1 Out of 175
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUM359.12
  • Highest Return In 1 Yr11.29%
Profile

Other Schemes
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Invasset - Growth Pro Max
AUM (₹ Cr)
₹359.12 Cr
Hurdle Rate
0% or 10%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
49 Out of 263
Fixed Fee
No Option
Scheme Return
2.72%
Benchmark Return
0.45%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
359.12
(As on Feb, 2026)
Inception Date
Jan 08, 2020
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 2.00% or 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
No Option
Variable Fee
0% or 1.50%
Hurdle Rate
0% or 10%
Profit Sharing
20% Profit sharing on Profits or 20% Profit Sharing above 10% hurdle
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bt_logoINVESTMENT PHILOSOPHY

Objective

To Generate Consistent Sustainable Wealth for our clients by investing their hard-earned income in a portfolio of Best Performing Equity Assets

Investment Approach

Prudent management is very important in the building of long-term wealth-creating businesses. Hungry for Growth and Growth never comes Cheap. Buy and Rotate Strategy beats both active and passive investment styles.Appreciation of capital should be consistent and permanent (PAC) while Depreciation of Capital of capital should be limited and temporary(TDC)

bt_logoCalculators

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Invasset - Growth Pro Max
AUM (₹ Cr)
₹359.12 Cr
Hurdle Rate
0% or 10%
Benchmark
S&P BSE 500 TRI
Category Rank
49 Out of 263
Fixed Fee
No Option
Scheme Return
2.72%
Benchmark Return
0.45%
Equity Multi Cap
AUM (₹ Cr)
₹173.39 Cr
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 263
Fixed Fee
No Option
Scheme Return
11.21%
Benchmark Return
0.45%
Purnartha - Pratham Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
25% or 10% or 5%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 263
Fixed Fee
No Option
Scheme Return
9.64%
Benchmark Return
0.45%
Purnartha - Vision Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
25% or 10% or 5%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 263
Fixed Fee
No Option
Scheme Return
8.74%
Benchmark Return
0.45%
Motilal Oswal - Ethical Strategy
AUM (₹ Cr)
₹71.25 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 263
Fixed Fee
2.50%
Scheme Return
8.35%
Benchmark Return
0.45%
Emkay - ENVI
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 263
Fixed Fee
2.50%
Scheme Return
7.66%
Benchmark Return
0.45%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Invasset LLP
Invasset LLP manages assets worth Rs 371.12 crores. Its current offering of PMS schemes includes 1 Multi Cap And Flexi Cap scheme.

AUM (₹ cr)

371.12 (As on Feb, 2026)

Number of Schemes

1
Schemes From This AMC
  • table
  • Grid
Compare
Invasset - Growth Pro Max
AUM (₹ Cr)
₹359.12 Cr
Hurdle Rate
0% or 10%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
49 Out of 263
Fixed Fee
No Option
Scheme Return
2.72%
Benchmark Return
0.45%
*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 Invasset - Growth Pro Max?
The hurdle rate of Invasset - Growth Pro Max is 0% or 10%.
What is the fixed fee charged in Invasset - Growth Pro Max ?
The fixed fee charged in Invasset - Growth Pro Max is No Option.
What is the variable fee charged in Invasset - Growth Pro Max ?
The variable fee charged in Invasset - Growth Pro Max is 0% or 1.50%.
What is the profit sharing in Invasset - Growth Pro Max ?
The profit sharing in Invasset - Growth Pro Max is 20% Profit sharing on Profits or 20% Profit Sharing above 10% hurdle.
What is the minimum investment in Invasset - Growth Pro Max ?
The minimum investment in Invasset - Growth Pro Max is ₹50 Lacs
What type of scheme is Invasset - Growth Pro Max?
Invasset - Growth Pro Max is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Invasset - Growth Pro Max?
The inception date of Invasset - Growth Pro Max is Jan 08, 2020.
What is the exit load of Invasset - Growth Pro Max?
Exit load is 2.00% or 1.00% if redeemed in 0-1 year, 0% thereafter.

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