Shade Capital Private Ltd
No. of Clients
No. of Investment Approach
30 April 2023
Shade Capital is an independent investment advisory firm that provides disciplined, and result oriented services in investment banking, portfolio management and strategic investment solutions to both private and institutional clients. A reputation of excellence coupled with highest standards of service delivery with quality and ethics has led to continued success over the last two decades.
|PMS Investment Approach(s)||Returns|
|Investment Approach||Category||1 Yr||2 Yr||3 Yr||5 Yr||Inception Date|
Shade - Value Fund
|MULTI CAP||-6.95%||-0.27%||23.27%||4.17%||23 Feb, 2012|
* Returns are as on 30th April 2023, * 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
AMC Registered Address
1003 A, Level 10, Max House 1, Dr. Jha Marg, Okhla Phase -III, New Delhi - 110020
SEBI Reg No : INP000004185
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Disclaimer & Risk Factors:
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