AIF · Equity · CAT III - LONG ONLY
Amrit Kaal Opportunities Fund
IRRSince inception13.12%
1Y return11.38%
Minimum investment₹1 Crore
Fund age2 yrs 2 mo
Fund Manager
Gaurang Shahsikant Vasani
Gaurang Shahsikant Vasani
Fund Manager, Stellar
Gaurang is a Mechanical Engineer with an MBA in Finance and over 18 years of experience in investor relations (IR), corporate finance, and capital markets.He began his career with Suzlon Energy, where he led the company’s growth capital funding and investor relations functions for nearly eight years. He later joined GMR Infrastructure to head its global investor relations department. In 2010, he co-founded Strategic Growth Advisors and subsequently established Stellar IR in 2014. Under his leadership, Stellar IR has emerged as a leading investor relations advisory firm, serving several listed companies and helping them strengthen engagement with the investment community.In addition to his corporate accomplishments, he is a seasoned investor with a strong track record of identifying high-potential small-cap companies and creating long-term wealth through a disciplined buy-and-hold approach. His ability to evaluate promoter quality, business fundamentals, and growth opportunities has enabled him to identify scalable businesses early in their growth journey and generate significant long-term alpha across market cycles.As the driving force behind Amrit Kaal Opportunities Fund, he leverages his deep market insights, extensive industry network, and research-driven investment philosophy to build a portfolio of high-quality businesses. His patient approach to investing and focus on long-term value creation form the foundation of the fund’s strategy and performance.
Managing AUM₹0 Cr
Growth of₹Cr
Amrit Kaal Opportunities
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
Amrit Kaal Opportunities12.16%11.38%8.41%——13.12%
Nifty 500−1.07%4.52%−0.08%——6.76%
Excess over benchmark13.23%6.86%8.49%——6.36%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Jul 2026.
Risk : What you take on to earn the return
Volatility
25.58%
Benchmark approx 21.65%
A standard deviation reflecting historical swings.
Sensitivity
1.07
Beta vs benchmark 1.00 · 7% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.33
Sharpe
Excess return gained per unit of volatility.
How far below its previous high it fell
Over the trailing 1Y window the scheme fell −18.56%, and recovered on 05 Jun 2026.
Max drawdowns
−18.56%
Scheme Drawdown Trajectory
Drawdown analysisPeakTroughDepthFell overRecoveredRecovery took
Scheme––−18.56%–05 Jun 2026–
Benchmark31 Jul 202530 Mar 2026−14.69%242 days––
Scheme
Peak–
Trough–
Depth−18.56%
Fell over–
Recovered05 Jun 2026
Recovery took–
Benchmark
Peak31 Jul 2025
Trough30 Mar 2026
Depth−14.69%
Fell over242 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 1Y window · As on 31 Jul 2026
Portfolio Details : Where the money actually sits
Stocks
20
P/E ratio
27.55
P/B ratio
3.14
Dividend yield
0.55%
Avg market cap
₹95,465 Cr
Median market cap
₹30,867 Cr
Asset class
Equity
Market cap
Large cap19.74%
Mid cap7.28%
Small cap60.85%
Cash & others12.13%
As on 31 Jul 2026
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