PMS · Equity · Multi Cap
ithought - Solitaire
Fund size₹626 Cr
Alpha (3Y)8.90%
3Y return32.29%
Fund age3 yrs 11 mo
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 Solitaire
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
ithought Solitaire—33.76%23.41%32.29%—24.91%
Nifty 500−8.38%17.41%13.05%25.17%—19.54%
Excess over benchmark—16.35%10.36%7.12%—5.37%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Jul 2023.
Risk : What you take on to earn the return
Volatility
16.27%
Benchmark approx 14.03%
A standard deviation reflecting historical swings.
Sensitivity
0.82
Beta vs benchmark 1.00 · 18% less reactive
How strongly the scheme moves with the index.
Risk-reward
1.41
Sharpe
Excess return gained per unit of volatility.
Capture ratio
101 / 49
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
Fees
A fixed plan is cheaper when returns are strong.
FixedPlan A · Simple
Fixed Management Fee1.50% / yr
Performance FeeNone
Hurdle RateNot applicable
Exit load 3.00% within 1 year, 2.00% within 2 years, 1.00% within 3 years. Lock-in: Nil.
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