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ithought - SOLITAIRE
ithought - SOLITAIRE

ithought - SOLITAIRE

  • ithought Financial Consulting LLP
  • Multi Cap AND Flexi Cap
  • 14
    Out of 118*
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Portfolio age6 years, 3 months
1.19%
4.27%
Hurdle Rate**0.00%
Fixed fee1.50%
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

Shyam Sekhar
  • Manager Rank37 Out of 168
    i
    Rank is based on 3-year return
  • Schemes Managed5
  • Total AUM3050.2000000000003
  • Highest Return In 1 Yr17.81%
Profile

Mr Shyam Sekhar has more than 3 decades of investing experience in franchise based high growth businesses. He follows a value-based approach to investing. His focus is on identifying investment opportunities in emerging companies through a sound research driven process. His strengths include exposure to multiple industries as a research analyst, creating large sized portfolios and investing across market cycles.

Other Schemes
  • table
  • Grid
Compare
ithought - TRUBLU
AUM (₹ Cr)
₹87.94 Cr
Hurdle Rate
6.00%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
14 Out of 28
Fixed Fee
1.00%
Scheme Return
4.03%
Benchmark Return
4.62%
NIO
AUM (₹ Cr)
₹116.85 Cr
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 1
Category
Multi Asset
Category Rank
13 Out of 25
Fixed Fee
1.50%
Scheme Return
2.88%
Benchmark Return
2.55%
ithought - SPHERE
AUM (₹ Cr)
₹799.17 Cr
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 1
Category
Multi Asset
Category Rank
20 Out of 25
Fixed Fee
1.50%
Scheme Return
2%
Benchmark Return
2.55%
ithought - SOLITAIRE
AUM (₹ Cr)
₹1,655.67 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
236 Out of 251
Fixed Fee
1.50%
Scheme Return
1.19%
Benchmark Return
4.27%
ithought - VRDDHI
AUM (₹ Cr)
₹390.57 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Small Cap
Category Rank
26 Out of 28
Fixed Fee
No Option
Scheme Return
0.32%
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)
1655.67
(As on Oct, 2025)
Inception Date
Aug 30, 2019
Min. Investment
₹50 Lacs
SIP Option
Available
STP Option
Available
Exit Load
Exit load is 3.00% if redeemed in 0-1 year, 2.00% if redeemed in > 1-2 years, 1.00% if redeemed in > 2-3 years, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
1.50%
Variable Fee
No Option
Hurdle Rate
No Option
Profit Sharing
No Option
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bt_logoINVESTMENT PHILOSOPHY

Objective

To invest in well managed companies with proven business models at reasonable valuations, with the intention of giving investors stable, & consistent return

Investment Approach

The investment strategy will follow a low churn, high quality and alpha oriented investment approach. The intention is to create a portfolio of emerging performers chosen from themes with higher growth metrics and superior capital allocation.

bt_logoCalculators

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
ithought - SOLITAIRE
AUM (₹ Cr)
₹1,655.67 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
236 Out of 251
Fixed Fee
1.50%
Scheme Return
1.19%
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

ithought Financial Consulting LLP
ithought Financial Consulting LLP manages assets worth Rs 3447.16 crores. Its current offering of PMS schemes includes 1 Large Cap, 2 Multi Asset, 1 Multi Cap And Flexi Cap and 1 Small Cap schemes.

AUM (₹ cr)

3,447.16 (As on Oct, 2025)

Number of Schemes

5
Schemes From This AMC
  • table
  • Grid
Compare
ithought - TRUBLU
AUM (₹ Cr)
₹87.94 Cr
Hurdle Rate
6.00%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
14 Out of 28
Fixed Fee
1.00%
Scheme Return
4.03%
Benchmark Return
4.62%
NIO
AUM (₹ Cr)
₹116.85 Cr
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 1
Category
Multi Asset
Category Rank
13 Out of 25
Fixed Fee
1.50%
Scheme Return
2.88%
Benchmark Return
2.55%
ithought - SPHERE
AUM (₹ Cr)
₹799.17 Cr
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 1
Category
Multi Asset
Category Rank
20 Out of 25
Fixed Fee
1.50%
Scheme Return
2%
Benchmark Return
2.55%
ithought - SOLITAIRE
AUM (₹ Cr)
₹1,655.67 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
236 Out of 251
Fixed Fee
1.50%
Scheme Return
1.19%
Benchmark Return
4.27%
ithought - VRDDHI
AUM (₹ Cr)
₹390.57 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Small Cap
Category Rank
26 Out of 28
Fixed Fee
No Option
Scheme Return
0.32%
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 ithought - SOLITAIRE?
There is no option for Hurdle rate.
What is the fixed fee charged in ithought - SOLITAIRE ?
The fixed fee charged in ithought - SOLITAIRE is 1.50%.
What is the variable fee charged in ithought - SOLITAIRE ?
There is no option for Variable fee.
What is the profit sharing in ithought - SOLITAIRE ?
There is no option for Profit sharing.
What is the minimum investment in ithought - SOLITAIRE ?
The minimum investment in ithought - SOLITAIRE is ₹50 Lacs
What type of scheme is ithought - SOLITAIRE?
ithought - SOLITAIRE is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of ithought - SOLITAIRE?
The inception date of ithought - SOLITAIRE is Aug 30, 2019.
What is the exit load of ithought - SOLITAIRE?
Exit load is 3.00% if redeemed in 0-1 year, 2.00% if redeemed in > 1-2 years, 1.00% if redeemed in > 2-3 years, 0% thereafter.

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