PMS · Equity · Small Cap
ithought - VRDDHI
Fund size₹152 Cr
IRRSince inception22.36%
1Y return15.67%
Fund age1 yr 10 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 VRDDHI
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
ithought VRDDHI—15.67%———22.36%
Nifty 500−8.38%4.23%———11.80%
Excess over benchmark—11.44%———10.56%
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
12.41%
Benchmark approx 16.58%
A standard deviation reflecting historical swings.
Sensitivity
0.69
Beta vs benchmark 1.00 · 31% less reactive
How strongly the scheme moves with the index.
Risk-reward
0.10
Sharpe
Excess return gained per unit of volatility.
Fees
VariablePlan A · Shared upside
Fixed Management Fee1.50% / yr
Performance Fee15% of profit
Hurdle RateAbove 8%
Exit load 3.00% within 1 year, 2.00% within 2 years, 1.00% within 3 years. Lock-in: Nil.
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