PMS · Equity · Multi Cap
Investvalue India Winners Portfolio
Fund size₹31 Cr
IRRSince inception17.31%
Minimum investment₹50 Lakh
Fund age5 mo
Fund Managers
Aditya Agarwala
Chief Investment Officer, Investvalue
Aditya Agarwala is the Chief Investment Officer at InvestValue Capital, responsible for the overall investment strategy, portfolio construction framework, and risk management philosophy of the firm's PMS strategies. With over 17 years of experience in equity research, market strategy, and portfolio advisory, he is a Chartered Market Technician (CMT) certified by the CMT Association.
Managing AUM₹31 Cr
Siddharth Purohit
Fund Manager, PMS, Investvalue
Siddharth Purohit is the Portfolio Manager at InvestValue Capital, overseeing research-driven stock selection, portfolio construction, and day-to-day investment management for the firm's PMS strategies. With over 20 years of experience in Indian equity markets, he brings deep expertise in equity research, sector analysis, and bottom-up stock selection.
Managing AUM₹31 Cr
Growth of₹Cr
Investvalue India Winners
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Investvalue India Winners | 17.31% | — | — | — | — | 17.31% |
| Nifty 500 | 3.34% | — | — | — | — | 1.43% |
| Excess over benchmark | 13.97% | — | — | — | — | 15.88% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Portfolio Details : Where the money actually sits
Stocks
20
P/E ratio
53.40
P/B ratio
9.90
Dividend yield
0.17%
Avg market cap
₹1.04 L Cr
Median market cap
₹44,523 Cr
Asset class
Equity
Market cap
Large cap20.00%
Mid cap23.00%
Small cap49.00%
Cash & others8.00%
As on 31 Aug 2026
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 16.67% gross return.
FixedPlan A · SimpleFixed Management Fee2.50% / yr
Performance FeeNone
Hurdle RateNot applicable
HybridPlan B · Shared upsideFixed Management Fee1.50% / yr
Performance Fee15% of profit
Hurdle RateAbove 10%
Exit load 2.00% within 1 year, 1.00% within 2 years, nil after 3 years. Lock-in: Nil.
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