Fund Snapshot
| Parameter | Details |
| PMS Provider Name | Prajana Advisors Private Limited |
| Strategy & Product Name | Equity (Equity) |
| Benchmark | Nifty 50 TRI |
| Date Of Inception | 14/11/2025 |
| Fund Age | 7 Months |
| Minimum Investment Amount | ₹5,000,000 |
| Fixed Fees Structure | NA |
| Variable Fees Structure | NA |
| Exit Load | NA |
| Assets Under Management (AUM) | ₹0.00 CR |
Fund Purpose
This is strategy for clients who prefer direct equity allocation, based on factors such as momentum and value.
Fund Philosophy
Core Allocation Driven by Dynamic Factor Blending
The strategy operates on a systematic investment architecture that prioritizes direct exposure to secondary market equities. Rather than tracking broad indices passively, the asset allocation framework rotates capital dynamically across underlying businesses showcasing superior fundamental strengths.
Dual Engine System of Momentum and Value Filters
The selection mechanics utilize a balanced matrix of behavioral and corporate indicators. The value overlay identifies structurally mispriced, cash-generating businesses trading below intrinsic worth, while the momentum engine flags entities exhibiting strong price velocity and earnings acceleration.
Rules-Based Risk Management and Bias Mitigation
To ensure absolute structural consistency, asset filtering relies entirely on quantitative rules that filter out emotional human biases during market extremes. Position sizing, sector concentration thresholds, and active rebalancing frequencies are hardcoded to maintain absolute discipline across changing market cycles.
Focused Style Rotation Mapping Macro Trends
Recognizing that economic cycles favor different investment styles at different times, the strategy dynamically adjusts the weights between valuation anomalies and structural price trends. This structural flexibility allows the portfolio to capture market upside while protecting capital during sharp value corrections.
Pure-Play Direct Equity Compounding Structure
The operational architecture is purposefully built for discerning clients seeking unfiltered, direct exposure to corporate balance sheets without the drag of intermediate fund structures. This ensures structural agility, clean trade execution, and granular tracking of the underlying equity holdings.
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Track how the fund has performed against its benchmark over time through a comparative line graph analysis.
PRAJANA EDGE
Benchmark: Nifty 50 TRI
Compare fund returns and benchmark performance across multiple investment periods using a visual bar graph.
Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.
Prajana Advisors Private Limited
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | ₹0.77 | 0.87 | NA | NA | NA | NA | NA | NA | NA | 10.11 |
| Benchmark | NA | -1.24 | NA | NA | NA | NA | NA | NA | NA | 3.97 |
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Chetankumar Jagdishchandra Pandya
Chetankumar Jagdishchandra Pandya serves as the Managing Director, Principal Officer, and lead Fund Manager at Prajana Advisors Private Limited, bringing over 25 years of extensive professional track record across banking and investment management. An alumnus with an MBA in Finance and a certified Financial Risk Manager (FRM, GARP New York), Mr. Pandya has held senior institutional leadership roles at elite financial networks including ICICI Bank, Kotak Bank, Motilal Oswal, and the Royal Bank of Scotland (RBS). Known for his technical expertise in cross-asset allocation, data visualization, and behavioral finance frameworks, he pioneered the proprietary AVID model (Analytics, Visualization, Insights, and Decisions) to systematically separate volatility from real portfolio risk, emphasizing institutional simplicity and rigorous risk management.
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Find answers to common questions about fund investments, performance, portfolio strategy, and investor services.
The strategy runs a parallel multi-factor engine. The value layer searches for fundamentally strong companies trading at deep discounts, while the momentum filter isolates stocks with structural upward price trends, effectively capturing swift market gains while retaining an intrinsic margin of safety.
Yes, in strict compliance with the licensing guidelines established by the Securities and Exchange Board of India (SEBI) for Portfolio Management Services (PMS), the minimum mandatory onboarding ticket size for individual accounts is set at ₹5,000,000 (₹50 Lakhs).
An active registration showing ₹0.00 CR AUM typically signifies a newly launched or highly institutional custom strategy where assets are currently being pooled, structured via proprietary partner mandates, or reporting cycles are transitioning into public accounting frameworks.
The "NA" designation implies that fixed management overheads, performance-linked profit splits, and exit lock-in terms are structured flexibly and finalized directly through individualized, private investment management agreements with specific clients.
The Nifty 50 Total Returns Index tracks India's top 50 blue-chip large-caps, accounting for both price performance and dividend reinvestments. It acts as an aggressive, real-world benchmark to ensure the fund's active factor models consistently deliver genuine, risk-adjusted alpha over the broader market.
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