AIF · Equity · CAT III - LONG ONLY - MULTI CAP & FLEXI CAP
Brighter Mind Inevitable Fortune Fund
Fund size₹48 Cr
IRRSince inception5.05%
1Y return-11.22%
Fund age15 mo
Fund Manager
Manoj Mahadeorao Bandre
Manoj Mahadeorao Bandre
Co-founder & CIO , Fund Manager, Brighter Mind
Manoj Mahadeorao Bandre is a seasoned fund manager with near a decade of experience in Indian Equity market. He is also a co-founder of Brighter Mind Asset Management Pvt Ltd, Investment manager of Brighter Mind Inevitable Fortune Fund, a CAT-III AIF. He is an engineer and PGDFA by qualification and have extensively worked in proprietary fund management desk of a reputed listed Indian company in the past. He has deep understanding of businesses, assessing management quality and valuation approaches which he practiced across business cycles. His focus on picking business at early stages of business transformation has delivered superior results. The business and value-oriented investment process make him stand differentiated among fund management community.
Managing AUM₹48 Cr
Growth of₹Cr
Brighter Mind Inevitable Fortune
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
Brighter Mind Inevitable Fortune2.90%−11.22%———5.05%
NIFTY 500 Index−1.07%2.38%———15.25%
Excess over benchmark3.97%−13.60%———−10.20%
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
36.51%
Benchmark approx 16.05%
A standard deviation reflecting historical swings.
Sensitivity
1.82
Beta vs benchmark 1.00 · 82% more reactive
How strongly the scheme moves with the index.
Risk-reward
−0.32
Sharpe
Excess return gained per unit of volatility.
How far below its previous high it fell
Over the trailing 1Y window the scheme fell −32.59%. It has not yet recovered.
Max drawdowns
−32.59%
Scheme Drawdown Trajectory
Drawdown analysisPeakTroughDepthFell overRecoveredRecovery took
Scheme––−32.59%–––
Benchmark31 Jul 202530 Mar 2026−14.69%242 days––
Scheme
Peak–
Trough–
Depth−32.59%
Fell over–
Recovered–
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
32
P/E ratio
55.00
P/B ratio
5.57
Dividend yield
0.13%
Avg market cap
₹4,384 Cr
Asset class
Equity
Market cap
Large cap
Mid cap
Small cap100.00%
Cash & others
Fees
A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle.
PerformancePlan A · Performance Linked
Fixed Management FeeNone
Performance Fee15% of profit
Hurdle RateNot applicable
Exit load 3.00% within 1 year, 2.00% within 2 years, 1.00% within 3 years. Lock-in: Nil.
Let's start a
conversation
  • Compare this AIF against 3,000+ others with our research desk
  • Build a long-term portfolio around your goals, not a one-off buy
  • Experts with decades of experience.
Private. Personal. No obligation.
We will only use these details to contact you about this enquiry. No spam.
Start a conversation
Share a few details and an expert will reach out.
We will only use these details to contact you about this enquiry. No spam.