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ithought - SPHERE

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ithought - SPHERE

ithought - SPHERE

  • ithought Financial Consulting LLP
  • MULTI ASSET
  • 2
    Out of 9*
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Portfolio age 3 years, 3 months
-2.70%
-3.90%
Hurdle Rate** 0.00%
Fixed fee 1.50%
Min. Investment ₹50 Lac
*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

TRAILING PERFORMANCE

(As on 28/02/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar Year Financial Year

DETAILED PORTFOLIO

EQUITY (Undisclosed)
Allocation by Market Cap
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

PORTFOLIO MANAGERS

Shyam Sekhar
  • Manager Rank 2 Out of 9
    i
    Rank is based on 3-year return
  • Schemes Managed 5
  • Total AUM ₹2219.03 Cr
  • Highest Return In 1 Yr 16.84%
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
1M 3M 6M 1Y 3Y 5Y
  • table
  • Grid
ithought - SPHERE
AUM (₹ Cr)
546.55
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 1
Category
MULTI ASSET
Category Rank
3 Out of 19
Fixed Fee
1.50%
Scheme Return
-2.70%
Benchmark Return
-3.90%
NIO
AUM (₹ Cr)
80.09
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 1
Category
MULTI ASSET
Category Rank
4 Out of 19
Fixed Fee
1.50%
Scheme Return
-3.03%
Benchmark Return
-3.90%
ithought - TRUBLU
AUM (₹ Cr)
75.22
Hurdle Rate
6.00%
Benchmark
Nifty 50 TRI
Category
LARGE CAP
Category Rank
3 Out of 25
Fixed Fee
1.00%
Scheme Return
-4.55%
Benchmark Return
-5.79%
ithought - SOLITAIRE
AUM (₹ Cr)
1193.44
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
164 Out of 236
Fixed Fee
1.50%
Scheme Return
-10.45%
Benchmark Return
-7.74%
ithought - VRDDHI
AUM (₹ Cr)
323.73
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
SMALL CAP
Category Rank
23 Out of 24
Fixed Fee
No Option
Scheme Return
-16.35%
Benchmark Return
-7.74%
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Fund Size (Cr)
ithought - SPHERE
1Out of 5
-2.70%
-3.90%
NSE Multi Asset Index 1
MULTI ASSET
₹546.55 Cr.
NIO
1Out of 5
-3.03%
-3.90%
NSE Multi Asset Index 1
MULTI ASSET
₹80.09 Cr.
ithought - TRUBLU
1Out of 5
-4.55%
-5.79%
Nifty 50 TRI
LARGE CAP
₹75.22 Cr.
ithought - SOLITAIRE
1Out of 5
-10.45%
-7.74%
S&P BSE 500 TRI
MULTI CAP AND FLEXI CAP
₹1193.44 Cr.
ithought - VRDDHI
1Out of 5
-16.35%
-7.74%
S&P BSE 500 TRI
SMALL CAP
₹323.73 Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FUND SUMMARY

AUM (₹ Cr)
546.55 (As on Feb, 2025)
Inception Date
Dec 16, 2021
Min. Investment
₹50 Lac
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 0%
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

Fee Structure

Fixed Fee
1.50%
Variable Fee
No Option
Hurdle Rate
No Option
Profit Sharing
No Option
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Investment Philosophy

Objective

To invest across multiple asset classes and to provide a holistic investment structure to every client’s portfolio. The fund would adopt a Top-down approach to track Global Macro trends and go where the opportunity lies.

Investment Approach

The investment strategy will follow a high quality investment approach. Our strategy would be to buy these assets at reasonable valuations to give the investor a superior investment experience.

CALCULATORS

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

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PEER ANALYSIS

1M 3M 6M 1Y 3Y 5Y
  • table
  • Grid
Compare
ithought - SPHERE
AUM (₹ Cr)
546.55
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 1
Category Rank
3 Out of 19
Fixed Fee
1.50%
Scheme Return
-2.70%
Benchmark Return
-3.90%
Agreya - Multi-Asset Enhancer
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
NSE Multi Asset Index 1
Category Rank
1 Out of 19
Fixed Fee
2.00%
Scheme Return
-1.10%
Benchmark Return
-0.39%
Shree Rama Managers - Shree Dynamic Plan
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 2
Category Rank
2 Out of 19
Fixed Fee
1.00%
Scheme Return
-1.94%
Benchmark Return
-3.92%
NIO
AUM (₹ Cr)
80.09
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 1
Category Rank
4 Out of 19
Fixed Fee
1.50%
Scheme Return
-3.03%
Benchmark Return
-3.90%
Fixed Income plus Fund
AUM (₹ Cr)
11.40
Hurdle Rate
9.00%
Benchmark
NSE Multi Asset Index 2
Category Rank
5 Out of 19
Fixed Fee
1.75%
Scheme Return
-3.09%
Benchmark Return
-3.92%
Eklavya - Long Term Value
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
NSE Multi Asset Index 2
Category Rank
6 Out of 19
Fixed Fee
1.00%
Scheme Return
-3.48%
Benchmark Return
-3.92%
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Hurdle Rate Fund Size (Cr)
ithought - SPHERE
1Out of 19
-2.70%
-3.90%
NSE Multi Asset Index 1
MULTI ASSET
No Option
₹546.55 Cr.
Agreya - Multi-Asset Enhancer
1Out of 19
-1.10%
-0.39%
NSE Multi Asset Index 1
MULTI ASSET
10%
₹UNDISC. Cr.
Shree Rama Managers - Shree Dynamic Plan
1Out of 19
-1.94%
-3.92%
NSE Multi Asset Index 2
MULTI ASSET
No Option
₹UNDISC. Cr.
NIO
1Out of 19
-3.03%
-3.90%
NSE Multi Asset Index 1
MULTI ASSET
No Option
₹80.09 Cr.
Fixed Income plus Fund
1Out of 19
-3.09%
-3.92%
NSE Multi Asset Index 2
MULTI ASSET
9.00%
₹11.40 Cr.
Eklavya - Long Term Value
1Out of 19
-3.48%
-3.92%
NSE Multi Asset Index 2
MULTI ASSET
10.00%
₹UNDISC. Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

About the AMC

ithought Financial Consulting LLP
ithought Financial Consulting LLP manages assets worth Rs 2522.76 crores. Its current offering of PMS schemes includes 2 Multi Asset, 1 Large Cap, 1 Multi Cap And Flexi Cap and 1 Small Cap schemes.

AUM (₹ cr)

2522.76 (As on Feb, 2025)

Number of Schemes

5
Schemes From This AMC
1M 3M 6M 1Y 3Y 5Y
  • table
  • Grid
ithought - SPHERE
AUM (₹ Cr)
₹546.55 Cr.
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 1
Category
MULTI ASSET
Category Rank
3 Out of 19
Fixed Fee
1.50%
Strategy Return
-2.70%
Benchmark Return
-3.90%
NIO
AUM (₹ Cr)
₹80.09 Cr.
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 1
Category
MULTI ASSET
Category Rank
4 Out of 19
Fixed Fee
1.50%
Strategy Return
-3.03%
Benchmark Return
-3.90%
ithought - TRUBLU
AUM (₹ Cr)
₹75.22 Cr.
Hurdle Rate
6.00%
Benchmark
Nifty 50 TRI
Category
LARGE CAP
Category Rank
3 Out of 25
Fixed Fee
1.00%
Strategy Return
-4.55%
Benchmark Return
-5.79%
ithought - SOLITAIRE
AUM (₹ Cr)
₹1193.44 Cr.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
164 Out of 236
Fixed Fee
1.50%
Strategy Return
-10.45%
Benchmark Return
-7.74%
ithought - VRDDHI
AUM (₹ Cr)
₹323.73 Cr.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
SMALL CAP
Category Rank
23 Out of 24
Fixed Fee
No Option
Strategy Return
-16.35%
Benchmark Return
-7.74%
Strategy Name Category Rank Strategy Return Benchmark Return Benchmark Hurdle Rate Category Name Fund Size (Cr)
ithought - SPHERE
1Out of 5
-2.70%
-3.90%
NSE Multi Asset Index 1
No Option
MULTI ASSET
₹546.55 Cr.
NIO
1Out of 5
-3.03%
-3.90%
NSE Multi Asset Index 1
No Option
MULTI ASSET
₹80.09 Cr.
ithought - TRUBLU
1Out of 5
-4.55%
-5.79%
Nifty 50 TRI
6.00%
LARGE CAP
₹75.22 Cr.
ithought - SOLITAIRE
1Out of 5
-10.45%
-7.74%
S&P BSE 500 TRI
No Option
MULTI CAP AND FLEXI CAP
₹1193.44 Cr.
ithought - VRDDHI
1Out of 5
-16.35%
-7.74%
S&P BSE 500 TRI
8.00%
SMALL CAP
₹323.73 Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FAQ’S

What is the hurdle rate of ithought - SPHERE?
The hurdle rate of ithought - SPHERE is No Option.
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 ?
The variable fee charged in ithought - SPHERE is No Option .
What is the profit sharing in ithought - SPHERE ?
The profit sharing in ithought - SPHERE is No Option.
What is the minimum investment in ithought - SPHERE ?
The minimum investment in ithought - SPHERE is ₹50 Lac
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%

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