PMS · Equity · Large Cap
ithought - CO-IN
Fund size₹28 Cr
IRRSince inception9.19%
1Y return15.24%
Fund age2 yrs
Fund Manager
Shyam Sekhar
Shyam Sekhar
Fund Manager, PMS, ithought Financial Consulting
Mr. Shyam Sekhar has more than 3 decades of investing experience in franchise based high growth businesses. He follows a value-based approach to investing. His focus is on identifying investment opportunities in emerging companies through a sound research driven process. His strengths include exposure to multiple industries as a research analyst, creating large sized portfolios and investing across market cycles.
Managing AUM₹1,030 Cr
Growth of₹Cr
ithought CO IN
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
ithought CO IN—15.24%9.95%——9.19%
NIFTY 50 TRI−12.33%6.89%12.43%——9.98%
Excess over benchmark—8.35%−2.48%——−0.79%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Mar 2023.
Risk : What you take on to earn the return
Volatility
12.87%
Benchmark approx 16.07%
A standard deviation reflecting historical swings.
Sensitivity
0.67
Beta vs benchmark 1.00 · 33% less reactive
How strongly the scheme moves with the index.
Risk-reward
0.31
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.
FixedPlan A · Simple
Fixed Management Fee1.00% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Performance Linked
Fixed Management FeeNone
Performance Fee20% of profit
Hurdle RateAbove 6%
Exit load 3.00% within 1 year, 2.00% within 2 years, 1.00% within 3 years. Lock-in: Nil.
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