PMS · Equity · Flexi Cap
Clearview Long Term Partners Fund
Fund size₹51 Cr
IRRSince inception19.44%
1Y return25.00%
Fund age1 yr 10 mo
Fund Managers
Vedant Bagry
Fund Manager, PMS, Clearview
Vedant Bagry has more than a decade of experience in the financial services domain across Investment Banking, Broking and Assurance. In his last role, he was working with J.P. Morgan in their Investment Banking division where he was advising top global Private Equity funds and large corporates on acquisitions, divestments and IPOs and was rated the top of his batch. He has been involved in deals totalling over ~US$12bn across financial services and infrastructure sectors. Vedant has an MBA from IIM Calcutta and B.Com (Hons) from St. Xaviers' College, Kolkata. He is also a CFA® Charterholder, Chartered Accountant and Company Secretary. Besides investing, Vedant is passionate about reading, travelling, cricket.
Managing AUM₹51 Cr
Ayush Vimal
Fund Manager, PMS, Clearview
Ayush Vimal has more than a decade of experience in the financial services domain across Investment Banking, Taxation and Assurance. In his last role, he was working in the Investment Banking team at Citi where he was advising top global Private Equity funds and large corporates on acquisitions, divestments and IPOs and was rated the top of his batch. He has been involved in advising on deals with a potential value of more than US$20bn across telecom, infrastructure and consumer sectors. Ayush has an MBA from IIM Ahmedabad and B.Com (Hons) from St. Xaviers' College, Kolkata. He is also a Chartered Accountant and Company Secretary. Besides investing, Ayush is passionate about reading, writing, swimming and is an ardent follower of Roger Federer
Managing AUM₹51 Cr
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Clearview Long Term Partners | — | 25.00% | — | — | — | 19.44% |
| Nifty 500 | −7.78% | 4.72% | — | — | — | 1.08% |
| Excess over benchmark | — | 20.28% | — | — | — | 18.36% |
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
23.93%
Benchmark approx 15.92%
A standard deviation reflecting historical swings.
Sensitivity
1.23
Beta vs benchmark 1.00 · 23% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.83
Sharpe
Excess return gained per unit of volatility.
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. Both cost the same at a 458.00% gross return.
FixedPlan A · SimpleFixed Management Fee3.00% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Shared upsideFixed Management Fee0.75% / yr
Performance Fee1% of profit
Hurdle RateAbove 8%
PerformancePlan C · Performance LinkedFixed Management FeeNone
Performance Fee20% of profit
Hurdle RateAbove 8%
No exit load. Lock-in: Nil.
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