AIF · Equity · CAT III - LONG ONLY
Niveshaay Hedgehogs Fund
Fund size₹737 Cr
IRRSince inception26.48%
1Y return13.44%
Fund age1 yr 9 mo
Fund Manager
Arvind Kothari
Arvind Kothari
Founder And Fund Manager, Niveshaay
Arvind Ashokkumar Kothari is the Founder of Niveshaay Investment Advisors, a SEBI Registered Investment Advisory Firm he established in 2017.Prior to this, he worked at ICICI Bank, where he conducted comprehensive industry research on various sectors like solar, capital goods etc. Post this, with an intention to make wealth management and investing simple, he established Niveshaay Investment Advisors. Throughout more than a decade of experience, his approach remains unchanged: deeply understanding businesses, investing in promising entrepreneurs, conducting ongoing research, and maintaining continuous engagement with industry professionals and entrepreneurs. This commitment has enabled him to minimize bias across sectors and capitalize on emerging opportunities often overlooked by other investors, such as in renewables and electronics. He firmly believes in trusting entrepreneurs' judgments over scrutinizing quarterly performance, a principle ingrained in the culture of his firm.A firm believer in Indian entrepreneurial blossoming and the India growth story, Mr. Arvind wants to scout for such great managements, play a significant role in these companies by either providing growth capital or helping them by leveraging his entrepreneurial /investors network built over the years. Apart from this he also actively participates in webinars, talking about emerging industry trends and his investment strategies and also got featured in prominent publications like Economic Times, Business Standards, Money Control, Live Mint, among others.
Managing AUM₹1,447 Cr
Growth of₹Cr
Niveshaay Hedgehogs
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
Niveshaay Hedgehogs17.15%13.44%———26.48%
Nifty 500−1.07%—————
Excess over benchmark18.22%—————
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
23.41%
A standard deviation reflecting historical swings.
Risk-reward
0.41
Sharpe
Excess return gained per unit of volatility.
How far below its previous high it fell
Over the trailing 1Y window the scheme fell −17.50%, and recovered on 31 May 2026.
Max drawdowns
−17.50%
Scheme Drawdown Trajectory
Drawdown analysisPeakTroughDepthFell overRecoveredRecovery took
Scheme––−17.50%–31 May 2026–
Benchmark31 Jul 202530 Mar 2026−14.69%242 days––
Scheme
Peak–
Trough–
Depth−17.50%
Fell over–
Recovered31 May 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
Asset class
Equity
Market cap
Large cap
Mid cap
Small cap100.00%
Cash & others
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