PMS · Equity · Flexi Cap
Accelt Long Term Equity Fund
Fund size₹13 Cr
IRRSince inception18.43%
1Y return33.64%
Fund age1 yr 11 mo
Fund Manager
Vaibhav Agarwal
Vaibhav Agarwal
Fund Manager, PMS, Accelt
Vaibhav Agarwal is the Founder and Portfolio Manager at Accelt Asset Management LLP. He brings with him 15 years of investing experience.Vaibhav achieved financial independence at the age of 35. He has worked as Head of Research at Basant Maheshwari Wealth Advisers and also with CitiBank, ICICI Bank and Aditya Birla Group. He is a Chartered Accountant, CFA Charterholder from the CFA Institute (Virginia, USA), Company Secretary, and has a Master’s degree in Finance along with NISM certification. He is an alumnus of St. Xavier’s College, Kolkata. Besides his passion for equity investing, Vaibhav likes to play lawn tennis and read books.
Managing AUM₹13 Cr
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
Accelt Long Term Equity—33.64%———18.43%
Nifty 500−8.38%4.72%———2.85%
Excess over benchmark—28.92%———15.58%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date.
Risk : What you take on to earn the return
Volatility
20.86%
Benchmark approx 15.90%
A standard deviation reflecting historical swings.
Sensitivity
0.85
Beta vs benchmark 1.00 · 15% less reactive
How strongly the scheme moves with the index.
Risk-reward
1.25
Sharpe
Excess return gained per unit of volatility.
Fees
VariablePlan A · Shared upside
Fixed Management Fee2.00% / yr
Performance Fee20% of profit
Hurdle RateAbove 12%
Exit load 3.00% within 1 year, nil after 2 years. Lock-in: Nil.
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