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pms
ithought - VRDDHI
ithought - VRDDHI

ithought - VRDDHI

  • ithought Financial Consulting LLP
  • Small Cap
  • 6
    Out of 14*
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Portfolio age4 years, 7 months
0.32%
4.27%
Hurdle Rate**8.00%
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 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 Rank6 Out of 14
    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)
390.57
(As on Oct, 2025)
Inception Date
May 07, 2021
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
No Option
Variable Fee
1.50%
Hurdle Rate
8.00%
Profit Sharing
15% Profit sharing above 8% hurdle
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bt_logoINVESTMENT PHILOSOPHY

Objective

To invest in emerging businesses in the mid, small & microcap segment. The companies that we invest in have market leadership characteristics, have no/low debt, strong cash flows, and are run by promoters/management who rank high on corporate governance standards.

Investment Approach

We have a PE style in-depth approach in our research and our focus in this scheme is to minimize the risks that are inherent in the small/mid-cap space by focusing on controllable such as what business we buy, who we partner with and what valuations we pay.

bt_logoCalculators

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
ithought - VRDDHI
AUM (₹ Cr)
₹390.57 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
26 Out of 28
Fixed Fee
No Option
Scheme Return
0.32%
Benchmark Return
4.27%
Sundaram Alternates - Rising Stars
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 28
Fixed Fee
2.50%
Scheme Return
10.5%
Benchmark Return
4.27%
Right Horizons - Super Value Aggressive
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 28
Fixed Fee
No Option
Scheme Return
9.47%
Benchmark Return
4.27%
FACTORALPHA SMALLCAP PMS
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 28
Fixed Fee
2.00%
Scheme Return
8.7%
Benchmark Return
4.27%
Emerging
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 28
Fixed Fee
No Option
Scheme Return
5.78%
Benchmark Return
4.62%
Smart Alpha Small & Micro Cap
AUM (₹ Cr)
₹46.00 Cr
Hurdle Rate
10.00% 8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 28
Fixed Fee
2.50%
Scheme Return
5.59%
Benchmark Return
4.27%
*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 - VRDDHI?
The hurdle rate of ithought - VRDDHI is 8.00%.
What is the fixed fee charged in ithought - VRDDHI ?
The fixed fee charged in ithought - VRDDHI is No Option.
What is the variable fee charged in ithought - VRDDHI ?
The variable fee charged in ithought - VRDDHI is 1.50%.
What is the profit sharing in ithought - VRDDHI ?
The profit sharing in ithought - VRDDHI is 15% Profit sharing above 8% hurdle.
What is the minimum investment in ithought - VRDDHI ?
The minimum investment in ithought - VRDDHI is ₹50 Lacs
What type of scheme is ithought - VRDDHI?
ithought - VRDDHI is an Equity scheme. It falls in the Small Cap category.
What is the inception date of ithought - VRDDHI?
The inception date of ithought - VRDDHI is May 07, 2021.
What is the exit load of ithought - VRDDHI?
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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