Fund Snapshot
| Parameter | Details |
| Strategy Name | Equity |
| Product Name | Equity |
| PMS Provider | White Stone Financial Advisors Private Limited |
| Benchmark | BSE 500 TRI |
| Date of Inception | February 11, 2026 |
| Fund Age | 4 Months |
| Asset Under Management (AUM) | ₹2.53 Crores |
| Minimum Investment Amount | ₹50,00,000 (₹50 Lakhs) |
| Fixed Fees Structure | NA |
| Variable Fees Structure | NA |
| Exit Load | NA |
Fund Purpose
The primary objective of the White Stone Abhivriddhi Fund is to achieve structural, long-term capital appreciation by investing in listed Indian equities. Benchmarked against the broad-based BSE 500 TRI, the strategy focuses on capturing multi-cap growth opportunities across the large, mid, and small-cap landscapes. By anchoring the framework on an extensive multi-sector index, the strategy aims to identify mispriced, scalable businesses that possess durable economic moats and can compound capital across diverse macroeconomic cycles.
Fund Philosophy
Capital Preservation Prioritization
The investment strategy is built on the belief that avoiding permanent loss of capital is a prerequisite to long-term wealth creation. Portfolios are constructed with a deep focus on margin of safety, aiming to protect investor capital during market downturns before aggressively chasing speculative growth.
Simplicity and Circle of Competence
The strategy avoids overly complex business models, structural turnarounds, and opaque financial setups. The fund manager narrows allocations to businesses that can be clearly evaluated on their underlying cash flows, operational unit economics, and obvious competitive dynamics.
Deep Fundamental Research and Fieldwork
Investment allocations are driven by granular, bottom-up primary research rather than high-level macro narratives. The research desk places significant emphasis on processing audited corporate documentation, conducting deep balance sheet tracking, and maintaining a regular, active presence at corporate Annual General Meetings (AGMs) and earnings calls.
Separating Substance from Hype
The decision-making model relies on establishing a variant perception—identifying areas where the market's consensus narrative diverges from a company's true fundamental value. This disciplined framework actively filters out short-term market noise, sentiment spikes, and speculative corporate themes.
Long-Term Value Arbitrage
The fund approaches equity investing with an ownership mindset, completely bypassing high-churn trading setups, technical momentum patterns, and intraday timing strategies. Positions are underwritten with a patient, multi-year thesis, giving quality businesses the necessary time to compound their intrinsic earnings value.
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White Stone Abhivriddhi Fund
Benchmark: BSE 500 TRI
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WHITE STONE FINANCIAL ADVISORS PRIVATE LIMITES
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | ₹3.38 | 1.99 | 6.95 | NA | NA | NA | NA | NA | NA | -1.38 |
| Benchmark | NA | 2.19 | 3.78 | NA | NA | NA | NA | NA | NA | -0.85 |
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
CA Aditya S. Patil
CA Aditya S. Patil is a Chartered Accountant and IBBI Registered Valuer who serves as the Director of Valuation and Investment Advisory and Head of Securities & Financial Assets at Whitestone. With a deep background in financial modeling and corporate regulations, he spearheads the firm's complex business valuation, regulatory compliance, and transaction advisory assignments. Operating alongside a multi-disciplinary team of asset and legal specialists, he focuses on delivering data-driven business valuations and structural investment strategies for corporate clients and family offices.
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The fund operates a long-only equity mandate focused on capital appreciation across the BSE 500 TRI universe. This multi-cap benchmark gives the fund manager the flexibility to deploy capital across large-cap leaders, mid-cap compounders, and high-growth small-cap enterprises based on where the most compelling valuations emerge.
The baseline operational profile lists both the fixed and variable management fees as "NA." In typical boutique Portfolio Management Services, this point indicates that specific fee tiers (such as fixed asset management percentages or performance profit-share agreements above a hurdle rate) are structured custom-fit via individual client agreements during onboarding.
In compliance with the baseline regulatory framework established by the Securities and Exchange Board of India (SEBI) for domestic PMS platforms, the minimum subscription threshold is set at ₹50 Lakhs. Investors can fund their accounts through direct bank transfers, transferring existing equity portfolios of equivalent value, or a combination of both.
The White Stone Abhivriddhi Fund is a newly established investment approach with an official inception date of February 11, 2026. Given its early stage of development, the strategy has an active market footprint of 4 months and manages an initial asset pool of ₹2.53 Crores.
The underlying datasheet lists the exit load profile as "NA." While many equity PMS funds enforce a standard 1% exit penalty for redemptions made within the first 12 months to protect existing investors from liquidity friction, the specific redemption structures here are defined directly within the core client investment management agreement.