Fund Snapshot
| Parameter | Details |
| PMS Provider Name | Findoc Investmart Private Limited |
| Strategy & Product Name | Equity (Derivatives, Equity, Mutual Fund) |
| Benchmark | BSE 500 TRI |
| Date Of Inception | 10/03/2026 |
| Fund Age | 3 Months |
| Minimum Investment Amount | ₹5,000,000 |
| Fixed Fees Structure | AMC Fees: 2.5% | Performance Fees: 20% |
| Variable Fees Structure | Hurdle rate: 8% |
| Exit Load | 2% |
| Assets Under Management (AUM) | ₹0.00 CR |
Fund Purpose
The primary objective of the Findoc Emerging Midcap and Small Cap Fund is to actively manage a high-conviction portfolio with a razor-sharp focus on delivering strong investment performance and creating sustainable, long-term wealth. By targeting emerging companies within the mid-cap and small-cap segments, the strategy aims to capture substantial capital appreciation during growth phases while implementing structured risk-management frameworks to safeguard investor capital across market cycles.
Fund Philosophy
Dynamic Allocation Across Growth Sweet Spots
The fund prioritizes agile capital deployment across rapidly evolving mid-cap and small-cap enterprises, identifying businesses positioned at the structural inflection point of their growth trajectories to optimize capital appreciation.
High-Conviction Alpha Generation
Rather than mimicking broad market indices, the strategy centers on building a concentrated, high-conviction portfolio of fundamentally strong businesses where deep-dive research reveals a significant mismatch between intrinsic value and market price.
Active Performance and Value Creation
Portfolio management relies on continuous monitoring, tactical rebalancing, and active engagement to extract maximum value from emerging market shifts, policy reforms, and microeconomic growth drivers.
Structured Risk Management
Recognizing the inherent volatility of smaller cap segments, the investment approach integrates robust downside protection, analyzing corporate governance, balance sheet strength, and liquidity metrics before committing investor capital.
Combined Asset Flexibility
By utilizing an multi-product architecture spanning direct equities, derivatives, and mutual funds, the investment approach retains the tactical flexibility to hedge positions, manage volatility, and capture diverse alpha streams.
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Findoc Emerging Midcap and Small Cap Fund
Benchmark: BSE 500 TRI
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Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.
Findoc Investmart Private Limited
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | NA | 0.00 | -0.11 | NA | NA | NA | NA | NA | NA | 10.97 |
| Benchmark | NA | 2.19 | 3.78 | NA | NA | NA | NA | NA | NA | 6.71 |
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Vaibhav Chowdhry
Vaibhav Chowdhry is the lead Fund Manager overseeing specialized equity portfolios at Findoc Investmart Private Limited, including the Findoc Emerging Midcap and Small Cap Fund. Backed by deep expertise in the Indian capital markets and institutional block trading dynamics, Vaibhav focuses on capturing fundamental value transformations within emerging industries. His investment management style combines active, ground-up research with data-driven allocation, ensuring that the fund’s mid- and small-cap exposures remain structurally resilient while aggressively targeting market-outperforming returns for its investors.
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Find answers to common questions about fund investments, performance, portfolio strategy, and investor services.
As per SEBI guidelines for Portfolio Management Services (PMS) in India, the minimum investment amount required to subscribe to the Findoc Emerging Midcap and Small Cap Fund is ₹5,000,000 (₹50 Lakhs).
The fund operates on a dual fee structure. It charges a fixed Annual Maintenance Contract (AMC) fee of 2.5%. Additionally, a performance fee of 20% is applicable on returns generated over and above a hurdle rate of 8%.
The hurdle rate is a minimum threshold return (set at 8% for this fund) that the PMS provider must achieve before they can claim performance fees. If the fund generates returns below 8%, no performance fees are charged, aligning the manager's incentives with investor profitability.
Yes, the fund has an exit load of 2%. If an investor chooses to redeem or withdraw their capital from the portfolio before the specified lock-in or advisory period ends, a 2% deduction will be levied on the redeeming asset value.
The BSE 500 Total Returns Index (TRI) captures the performance of the top 500 companies across large, mid, and small-cap segments. Since this fund targets emerging mid and small-cap opportunities while utilizing flexible asset blending, the broad index serves as an accurate indicator to measure the strategy’s alpha generation.
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