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ithought - SPHERE
ithought - SPHERE

ithought - SPHERE

  • ithought Financial Consulting LLP
  • Multi Asset
  • 2
    Out of 18*
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PMS Bazaar
Portfolio age4 years, 4 months
7.56%
-5.9%
Hurdle Rate**0.00%
Fixed fee1.50%
Min. Investment50 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 30/04/2026)
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)
Allocation by Market Cap
Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

Shyam Sekhar
  • Manager Rank2 Out of 16
    i
    Rank is based on 3-year return
  • Schemes Managed5
  • Total AUM2841.42
  • Highest Return In 1 Yr13.03%
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
AUM (₹ Cr)
₹1,507.84 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
131 Out of 269
Fixed Fee
1.50%
AUM (₹ Cr)
₹80.64 Cr
Hurdle Rate
6.00%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
13 Out of 31
Fixed Fee
1.00%
AUM (₹ Cr)
₹824.02 Cr
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 1
Category
Multi Asset
Category Rank
34 Out of 38
Fixed Fee
1.50%
AUM (₹ Cr)
₹124.84 Cr
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 1
Category
Multi Asset
Category Rank
36 Out of 38
Fixed Fee
1.50%
AUM (₹ Cr)
₹304.08 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Small Cap
Category Rank
26 Out of 27
Fixed Fee
No Option
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

BT Tv

bt_logoPEER ANALYSIS

AUM (₹ Cr)
₹904.41 Cr
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 1
Category Rank
20 Out of 39
Fixed Fee
1.50%
AUM (₹ Cr)
₹118.71 Cr
Hurdle Rate
10%
Benchmark
NSE Multi Asset Index 2
Category Rank
1 Out of 39
Fixed Fee
2.00%
AUM (₹ Cr)
₹46.58 Cr
Hurdle Rate
10%
Benchmark
NSE Multi Asset Index 2
Category Rank
2 Out of 39
Fixed Fee
2.50%
AUM (₹ Cr)
₹25.71 Cr
Hurdle Rate
10.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 39
Fixed Fee
1.50%
AUM (₹ Cr)
₹69.94 Cr
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 1
Category Rank
4 Out of 39
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
NSE Multi Asset Index 1
Category Rank
5 Out of 39
Fixed Fee
2.50%
*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 3212.24 crores. Its current offering of PMS schemes includes 1 Small Cap, 1 Multi Cap And Flexi Cap, 2 Multi Asset and 1 Large Cap schemes.

AUM (₹ cr)

3,212.24 (As on Mar, 2026)

Number of Schemes

5
Schemes From This AMC
AUM (₹ Cr)
₹363.91 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Small Cap
Category Rank
17 Out of 27
Fixed Fee
No Option
AUM (₹ Cr)
₹1,703.77 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
189 Out of 270
Fixed Fee
1.50%
AUM (₹ Cr)
₹142.68 Cr
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 1
Category
Multi Asset
Category Rank
19 Out of 39
Fixed Fee
1.50%
AUM (₹ Cr)
₹904.41 Cr
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 1
Category
Multi Asset
Category Rank
20 Out of 39
Fixed Fee
1.50%
AUM (₹ Cr)
₹86.91 Cr
Hurdle Rate
6.00%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
30 Out of 31
Fixed Fee
1.00%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQs

What is the hurdle rate of ithought - SPHERE?
There is no option for Hurdle rate.
What is the fixed fee charged in ithought - SPHERE ?
The fixed fee charged in ithought - SPHERE is 1.50%.
What is the variable fee charged in ithought - SPHERE ?
There is no option for Variable fee.
What is the profit sharing in ithought - SPHERE ?
There is no option for Profit sharing.
What is the minimum investment in ithought - SPHERE ?
The minimum investment in ithought - SPHERE is ₹50 Lacs
What type of scheme is ithought - SPHERE?
ithought - SPHERE is an Multiasset scheme. It falls in the Multi Asset category.
What is the inception date of ithought - SPHERE?
The inception date of ithought - SPHERE is Dec 16, 2021.
What is the exit load of ithought - SPHERE?
Exit load is 0%