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AIF
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Equity
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CAT III - LONG ONLY
Eternalis Flexicap Growth Opportunities Fund
Fund size
₹171 Cr
IRR
Since inception
46.30%
Minimum investment
₹1 Crore
Fund age
3 mo
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Fund Manager
Sharad Goenka
Fund Manager, Eternalis
Sharad Goenka (Founder & CIO) is a Chartered Accountant (All India Rank) and CFA (USA) with over 25 years of experience across debt and equity markets. He has completed executive leadership and strategic management programs from IIM Ahmedabad and ISB, bringing a rare convergence of institutional credit depth and equity investing — two parallel 25-year careers now unified in an AIF. Drawing on credit underwriting expertise spanning Rs. 5 lakh crore across 5,000 companies — large corporates, mid-sized firms, SMEs, PSUs, NBFCs, and MNCs — he developed the proprietary “Dual Prism” investment framework. This approach screens companies first through a debt lens and then an equity lens, delivering a structurally superior risk–reward profile. The framework has been independently validated by Anand Rathi Wealth through NSDL data: April 2020 to December 2025 portfolio CAGR of 25.2%, Jensen’s Alpha of 5.6%, and Up/Down Capture Ratio of 110%. On the debt and banking side, Mr. Goenka has held leadership roles in corporate banking, treasury, credit underwriting, structured finance, and product development at HDFC Bank (15 years), HSBC (6 years), and Citibank (4 years). His institutional-grade credit discipline now forms the bedrock of Eternalis investment process.
Managing AUM
₹171 Cr
Returns: How it has done
Trailing returns
Scheme / Benchmark
YTD
1Y
2Y
3Y
5Y
Since inception
Eternalis Flexicap Growth Opportunities
—
—
—
—
—
46.30%
NIFTY 500 Index
−8.38%
—
—
—
—
9.20%
Excess over benchmark
—
—
—
—
—
37.10%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 30 Jun 2026.
Portfolio Details : Where the money actually sits
Asset class
Equity
Allocation
Holdings
Market cap
Large cap
8.30%
Mid cap
14.70%
Small cap
77.00%
Cash & others
0.00%
As on 30 Jun 2026
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