PMS · Equity · Multi Asset
ithought - Sphere
Fund size₹224 Cr
IRRSince inception10.83%
1Y return12.12%
Fund age15 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 Sphere
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
ithought Sphere—12.12%———10.83%
Nifty 500−8.38%1.82%———1.74%
Excess over benchmark—10.30%———9.09%
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.
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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