AIF · Equity · Multi Cap
Taksh India Enterprising Fund
Fund size₹554 Cr
IRRSince inception10.22%
1Y return19.51%
Fund age1 yr 11 mo
From the research desk
Built for a world that no longer moves in cycles.
Taksh India Enterprising Fund is Taksh Asset Management's flexicap strategy built on the view that the modern investment landscape is shaped by geopolitics, technological disruption, policy shifts and fragmented supply chains rather than business cycles alone, and that macro forecasting yields diminishing returns in such an environment.
Business quality over anything else
Companies are sized by business quality rather than any macro or sector call, built for a world that isn't merely volatile and uncertain but one where consensus views change quickly and do not last.
Macro only narrows the field, it never picks the stock
A top down lens on structural themes is used purely to narrow the research universe, while the actual investment decision, on management, moat, execution and price, stays entirely bottom up.
Three specific exit triggers, not a fixed holding period
Positions are closed only when the original thesis deteriorates, the valuation becomes excessive, or a genuinely better opportunity emerges, rather than on a set holding period or a vague sell discipline.
Fund Manager
Growth of₹Cr
Taksh India Enterprising
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Taksh India Enterprising | — | 19.51% | — | — | — | 10.22% |
| Nifty 500 | −7.78% | 3.37% | 13.80% | 13.20% | 12.60% | 3.27% |
| Excess over benchmark | — | 16.14% | — | — | — | 6.95% |
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
16.04%
Benchmark approx 14.06%
A standard deviation reflecting historical swings.
Sensitivity
1.04
Beta vs benchmark 1.00 · 4% more reactive
How strongly the scheme moves with the index.
Risk-reward
1.14
Sharpe
Excess return gained per unit of volatility.
How far below its previous high it fell
Over the trailing 1Y window the scheme fell −12.78%, and recovered on 22 Apr 2026.
Max drawdowns
−12.78%
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | – | – | −12.78% | – | 22 Apr 2026 | – |
| Benchmark | 31 Jul 2025 | 30 Mar 2026 | −14.69% | 242 days | – | – |
Scheme
Peak–
Trough–
Depth−12.78%
Fell over–
Recovered22 Apr 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
25
P/E ratio
48.00
Avg market cap
₹2.08 L Cr
Median market cap
₹41,741 Cr
Asset class
Equity
Market cap
Large cap40.17%
Mid cap17.68%
Small cap40.89%
Cash & others1.26%
As on 31 Jul 2026
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