PMS · Equity · Multi Cap
Achintya - India Growth Opportunities Fund
Fund size₹1 Cr
IRRSince inception39.77%
1Y return33.66%
Fund age2 yrs 3 mo
Fund Manager
Abhishek Agarwal
Abhishek Agarwal
Fund Manager, PMS, Achintya Securities
Mr. Abhishek Agarwal possesses an experience of more than 15 years in the financial markets and has built this company from scratch. With his immense understanding of value and the manner in which it has to be blended with growth to achieve financial freedom from the markets, he has built a team which under his guidance is able to run a well managed Portfolio Management Service.
Managing AUM₹1 Cr
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
Achintya India Growth Opportunities—33.66%70.26%——39.77%
NIFTY 50 Index−12.33%18.88%42.56%——17.04%
Excess over benchmark—14.78%27.70%——22.73%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Mar 2022.
Portfolio Details : Where the money actually sits
Asset class
Equity
Market cap
Large cap
Mid cap9.28%
Small cap72.95%
Cash & others
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle.
FixedPlan A · Shared upside
Fixed Management Fee2.70% / yr
Performance Fee2% of profit
Hurdle RateNot applicable
VariablePlan B · Shared upside
Fixed Management Fee0.00% / yr
Performance Fee1% of profit
Hurdle RateAbove 10%
PerformancePlan C · Shared upside
Fixed Management Fee25.00% / yr
Performance Fee15% of profit
Hurdle RateNot applicable
Exit load 1.50% within 1 year, 1.00% within 2 years, 0.50% within 3 years. Lock-in: Nil.
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