Avestha Fund Management LLP

Avestha Fund Management LLP

AUM (Cr.)

1144.85

No. of Clients

205

No. of Investment Approach

1

As On

30 October 2024

Avestha Fund Management Commenced operations on November 1st, 2017. Our investment objective is Long Term Wealth Creation through investment in quality stocks to capitalize on asymmetric risk-reward.Avestha Fund Management investment decisions will find principal basis in Balance sheet strength, Promoter history, Capital efficiency and Business Scalability/Growth runway. We have a concentrated portfolio of holdings,are not benchmarked and are focused on longer-term returns. We maintain a low fee structure and attract funds that are committed to harvesting long-run equity returns.Hence our churn is low and we do not trade opportunistically.

PMS Investment Approach(s) Returns
Investment Approach Category 1 Yr 2 Yr 3 Yr 5 Yr Inception Date
Long Term Growth
MULTI CAP 33.10% 27.85% 24.64% 27.29% 19.08%

* Returns are as on  31st October 2024, * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1


Portfolio Manager Profile

Mr. Farokh Pandole

Mr. Farokh Pandole

Founder and Portfolio Manager

Mr. Pandole graduated with Honors in Economics from Harvard College in 1992. He gained an MBA in Finance from The Wharton School in 1995. He is a former Junior National Squash Champion on multiple occasions and has represented India.Mr. Pandole was Vice-President and member of the core investment team at Alliance Capital Mutual Fund between 1995–2000, responsible for managing $250mn, including FII and MF assets. He also assumed an Asian Coverage Research role and provided investment inputs into Alliance-DLJ, a $100mn Private Equity Fund at the time.Mr. Pandole moved to the sell-side, from 2000-09 at Citigroup Global Markets, where he was Head of Indian Equity Distribution. Thereafter, Mr. Pandole was Director, Equity Sales at Bank of America-Merrill Lynch until 2013.Most recently he was an Equity Portfolio Manager at HDFC Life, generating substantial outperformance over benchmark.

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AMC Registered Address

Ground Floor, Plot No. 25, Normandie Building, M L Dahanukar Marg, Carmichael Road, Cumballa Hill,Mumbai,Maharashtra,India-400026
SEBI Reg No : INP000005810

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Disclaimer & Risk Factors:

We have taken and continue to take utmost care and caution in compilation of current and historical data (such as performance of Portfolio Managers, investment approaches followed and/or AUM of Portfolio Managers etc.,). We also take due care in analysis (such as making comparisons etc.,) of the data. The information and data provided by PMS bazaar on its website (including any of its publications/e-mails/newsletters) have been obtained and culled out of whatever is available on public domain/provided by the Portfolio Managers either on their own or at the request of PMS Bazaar and we do not in any way guarantee the accuracy [(in general and as well as with respect to regulatory compliance(s)], reliability, completeness, current-ness and/or timeliness of any content, information, data, analysis, software, text, graphics, links or communications provided on or through the use of the Website and we assume no liability and cannot be held responsible for any errors or omissions in such information, data (including regulatory non-compliances, if any) and/or analysis of such information and data nor for the results obtained by any user of the website (including any publications/e-mails/newsletters of PMS Bazaar) from the use of such content, information, data, analysis, software, text, graphics, links or communications provided on the Website or for any monetary or other damage suffered by you on account of such usage.

All information present on the Website of PMS bazaar (including any publications/e-mails/newsletters of PMS Bazaar) is to help investors in their decision-making process and shall not be considered as a recommendation or solicitation of an investment or investment strategy/approach/funds. The names of the portfolios/ strategies/approach/funds do not, in any manner, indicate their prospects or returns. There is no assurance or guarantee that the objective of portfolios/ strategies/approach/funds will be achieved. Past performance is not necessarily a guide to future performance and no way guarantee the future performance. Investment in securities markets is subject to market risks, Investors are responsible for their investment decisions and are responsible to validate all the information used to make the investment decision.All the information provided herein including Performance is not verified by SEBI nor has SEBI certified the accuracy or adequacy of the same.