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Vansh Equity Multi Cap Approach

Distributed through AltPort Experts. Comprehensive fund documentation can be accessed through our research team.
Category PMS
Company Vansh Capital Private Limited
Fund Managers Mr. Rahul Madanraj Jaju
Benchmark Nifty 50 TRI
Share: f x in w

Fund Snapshot

Parameter Details
Strategy Name Equity
Product Name Equity
PMS Provider Vansh Capital Private Limited
Benchmark Nifty 50 TRI
Date of Inception February 12, 2026
Fund Age 4 Months
Asset Under Management (AUM) ₹10.11 Crores
Minimum Investment Amount ₹50,00,000 (₹50 Lakhs)
Fixed Fees Structure 0.90% Annual Management Fees
Variable Fees Structure NA
Exit Load NA

Fund Purpose

The primary objective of the Vansh Equity Multi Cap Approach is to target long-term capital appreciation by building a diversified portfolio across large-cap, mid-cap, and small-cap stocks. Benchmarked against the Nifty 50 TRI, this strategy actively navigates the Indian equity markets to exploit growth opportunities regardless of market-cap limitations. By blending the institutional stability of large corporations with the high-growth trajectory of agile mid and small enterprises, the approach aims to optimize the risk-return spectrum for investors seeking meaningful wealth accumulation.

Fund Philosophy

Tri-Basket Market Cap Allocation Flexibility

The bedrock of this strategy lies in its multi-cap flexibility, allowing capital to dynamically flow across large, mid, and small-cap segments. This asset layout ensures that the portfolio can shift weightings depending on where the most robust valuation gaps and secular trends emerge in the market.

Fundamental Bottom-Up Business Analysis

Stock selection relies heavily on meticulous corporate tracking, identifying business models backed by clean balance sheets and competitive structural moats. Every equity position is backed by deep financial modeling to ensure the underlying business can sustain operational health across varying economic backdrops.

Sector Agnostic Growth Capital Deployment

The strategy does not bind itself to rigid thematic blocks or individual industry sectors, choosing instead to remain highly opportunistic. This agnostic mindset permits the fund manager to actively capture emerging structural growth tailwinds across diverse segments of the Indian macroeconomic landscape.

Strategic Capital Protection via Defensive Anchors

While aggressively chasing outperformance in the small and mid-cap spaces, the philosophy keeps a firm eye on portfolio volatility. A core portion of the assets remains anchored in high-liquidity, stable blue-chip entities, establishing an institutional safety cushion during periods of broader market correction.

Long-Term Value and Multi-Year Arbitrage Timeframe

The investment engine intentionally steps away from short-term speculative trading, momentum chasing, and intraday market timing. Every stock is backed by a medium-to-long-term holding thesis, allowing chosen corporate transformations, capacity expansions, or structural earnings cycles to completely play out.

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Section: Performance Analysis
Fund Growth vs Benchmark Trend

Track how the fund has performed against its benchmark over time through a comparative line graph analysis.

Vansh Equity Multi Cap Approach

Benchmark: Nifty 50 TRI

Section: Performance Comparison
Fund vs Benchmark Bar Graph

Compare fund returns and benchmark performance across multiple investment periods using a visual bar graph.

Section: Performance Comparison
Fund vs Benchmark Comparison Table

Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.

Vansh Capital Private Limited

AUM(Cr.) 1M 3M 6M 1Y 2Y 3Y 4Y 5Y Ince.
Performance ₹15.37 3.03 4.84 NA NA NA NA NA NA 5.96
Benchmark NA 2.36 2.28 NA NA NA NA NA NA -5.39
Section: Fund Leadership
Meet the Fund Managers

Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.

Mr. Rahul Madanraj Jaju

Mr. Rahul Madanraj Jaju

Mr. Rahul Madanraj Jaju is a veteran wealth consultant and certified financial professional who serves as the Promoter, Director, and Principal Investment Officer at Vansh Capital Private Limited. Holding a Master of Commerce degree from Pune University, he is a Certified Financial Planner (CFP) and holds multiple regulatory NISM certifications spanning equity derivatives, research analysis, and investment advisory frameworks. With a career in the Indian securities space tracing back to 1998, he possesses more than 23 years of personal trading, financial planning, and technical market research experience. Additionally, he has active experience in investor training, having directed market workshops for thousands of participants to promote long-term data-driven wealth creation models.

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Section: Help & Support
Frequently Asked Questions

Find answers to common questions about fund investments, performance, portfolio strategy, and investor services.

This portfolio operates an unrestricted flexi-style multi-cap strategy that simultaneously holds large-cap leaders, mid-cap compounders, and high-growth small-cap enterprises. This comprehensive diversification allows investors to participate in the entire breadth of the domestic stock market under a single structured mandate.

This strategy features a straightforward, transparent cost structure with a fixed annual management fee of 0.90%. Unlike many traditional PMS funds that charge variable performance or incentive profit-sharing fees, this approach does not apply any performance-linked structures (listed as NA).

In absolute compliance with the strict regulatory directives established by the Securities and Exchange Board of India (SEBI) for all portfolio management accounts, the minimum investment capital stands at ₹50 Lakhs. This baseline allocation can be met through cash funding or an eligible stock transfer.

The Vansh Equity Multi Cap Approach has a freshly minted market footprint, holding an inception date of February 12, 2026. Having been operational for exactly 4 months, it is positioned in its initial capital deployment phase and does not carry trailing multi-year performance or historical point-to-point returns.

While the Equity Master Approach acts as a fund-of-funds vehicle that populates its portfolio by picking third-party mutual fund schemes, the Equity Multi Cap Approach is a direct equity product. It actively buys individual, hand-picked corporate stocks directly from the exchange to generate targeted alpha.