Fund Snapshot
| Parameter | Details |
| PMS Provider Name | InvestValue Capital Private Limited |
| Strategy & Product Name | Equity (Equity) |
| Benchmark | BSE 500 TRI |
| Date Of Inception | 02/03/2026 |
| Fund Age | 3 Months |
| Minimum Investment Amount | ₹5,000,000 |
| Fixed Fees Structure | NA |
| Variable Fees Structure | NA |
| Exit Load | NA |
| Assets Under Management (AUM) | ₹21.76 CR |
Fund Purpose
The primary objective of the INVESTVALUE INDIA WINNERS PORTFOLIO is to provide investors with a highly structured, research-driven mechanism to participate in India’s long-term macroeconomic growth story. Operating as a long-only multi-cap strategy, the fund seeks to isolate sustainable economic compounders from short-term market noise, identifying fundamentally sound businesses with durable competitive advantages to deliver superior long-term capital appreciation while systematically containing downside equity risks.
Fund Philosophy
Focus on Capital Growth Longevity
The fund prioritizes businesses whose structurally entrenched competitive moats and pricing power ensure sustained earnings growth compounding over extended multi-year periods, rather than hunting for short-term cyclical spikes.
Priority on Verifiable Cash Flows
Recognizing that reported profits can often rely on tactical accounting adjustments, the investment screening filters heavily favor companies displaying real, high-quality, and verifiable operational cash flows.
Conviction-Driven Quality Filtering
The approach applies a strict multi-stage quantitative and qualitative filter to the broad BSE 500 universe, compressing the final portfolio into a concentrated group of 15 to 30 high-conviction equity positions.
Insulating Portfolios from Market Noise
By anchoring allocations tightly to underlying corporate fundamentals, the strategy aims to deliberately disconnect the portfolio from transient macroeconomic panic, momentum chasing, and speculative retail trends.
Structured Systemic Risk Management
The investment process incorporates an integrated risk framework focusing on rigorous corporate governance assessments, comprehensive margin of safety calculations, and proactive portfolio liquidity profiling to prevent permanent capital impairment.
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INVESTVALUE INDIA WINNERS PORTFOLIO
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.
INVESTVALUE CAPITAL PRIVATE LIMITED
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | ₹30.77 | -2.14 | 3.84 | NA | NA | NA | NA | NA | NA | 11.20 |
| Benchmark | NA | 2.19 | 3.78 | NA | NA | NA | NA | NA | NA | 1.53 |
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
ADITYA AGARWALA
Aditya Agarwala serves as the Chief Investment Officer (CIO) at InvestValue Capital Private Limited, where he directs the macro asset frameworks and the core conviction models driving the INVESTVALUE INDIA WINNERS PORTFOLIO. Backed by a strong professional footprint in institutional equity analysis and market strategizing, Aditya anchors the fund's top-down thematic filters and fundamental due diligence mechanisms. His investment leadership centers on translating high-velocity capital market insights into structured, low-churn asset strategies, ensuring that the firm's discretionary portfolios remain aligned to bottom-up earnings durability while maintaining strict corporate governance and drawdown defenses.
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In full alignment with the statutory regulations laid down by SEBI for regulatory Portfolio Management Services (PMS) across India, an investor must commit a minimum initial subscription amount of ₹5,000,000 (₹50 Lakhs) to enroll in the INVESTVALUE INDIA WINNERS PORTFOLIO.
A designation of "NA" (Not Available) reflects that the INVESTVALUE INDIA WINNERS PORTFOLIO offers flexible, tier-specific onboarding options. The finalized cost criteria—whether framed as a flat management fee or an incentive performance split—are tailored and specified within the private client agreement.
Given the underlying focus on long-term corporate compounding and structural quality themes, the INVESTVALUE INDIA WINNERS PORTFOLIO is managed with a long-only orientation that yields its optimal risk-adjusted results across an investment horizon of 3 to 5 years or more.
The risk framework integrated within the INVESTVALUE INDIA WINNERS PORTFOLIO explicitly treats risk as permanent capital impairment rather than temporary market volatility. It applies ongoing governance audits, strict concentration caps, and continuous liquidity surveillance to manage drawdowns across market cycles.
The INVESTVALUE INDIA WINNERS PORTFOLIO uses the BSE 500 Total Returns Index (TRI) as its official benchmark. Because this strategy acts as an unrestricted multi-cap vehicle exploring growth vectors across large, mid, and small-sized companies, this broad index represents the most accurate baseline to measure its net-of-fee active alpha.