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 | November 17, 2025 |
| Fund Age | 6 Months |
| Asset Under Management (AUM) | ₹82.98 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 ValueEdge Fund is to achieve structural, long-term capital appreciation by investing in deeply undervalued listed Indian equities. Benchmarked against the broad BSE 500 TRI, the strategy focuses on capturing absolute wealth compounding milestones by identifying structural valuation dislocations across the large, mid, and small-cap landscapes. By utilizing intensive, bottom-up primary research, the strategy targets scalable, cash-generating enterprises trading at a significant discount to their intrinsic value, seeking to maximize risk-adjusted alpha over a multi-year market horizon.
Fund Philosophy
Disciplined Search for Valuation Anomalies
The absolute core of the strategy lies in identifying deep value dislocations where the market price of a stock is significantly lower than its underlying business worth. The selection framework searches for out-of-favor sectors, temporary corporate bottlenecks, or unappreciated assets where a strong re-rating catalyst is visible over the medium-to-long term.
Extensive Margin of Safety Requirements
Chasing speculative or high-multiple momentum trends is rejected to avoid permanent capital destruction. The underlying selection engine focuses strictly on businesses whose current market valuations offer a deep cushion, effectively establishing a protective shield for client capital during inevitable macroeconomic downturns.
Focus on Capital Efficiency and Free Cash Flow
A low stock price alone does not qualify a company for selection, as the strategy actively screens to avoid structural value traps. The investment desk filters the market universe for businesses that maintain strong returns on capital employed (ROCE), healthy free cash flows, and manageable debt profiles across varying economic cycles.
Independent Variant Perception over Consensus Noise
The research model relies on building a strong variant perception—developing a data-backed view that differs from popular consensus or transient institutional market trends. This rigorous independent analysis filters out short-term market noise, emotional sector hypes, and speculative corporate narratives.
Ownership Mindset and Strategic Arbitrage Timeframe
The portfolio operates with a low-churn long-term lens, treating every equity allocation as an active business partnership rather than a short-term trading chip. Positions are underwritten with an extended holding thesis, allowing chosen corporate turnarounds, capacity expansions, or structural earnings transformations to completely play out.
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White Stone ValueEdge Fund
Benchmark: BSE 500 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.
WHITE STONE FINANCIAL ADVISORS PRIVATE LIMITES
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | ₹90.75 | 0.12 | 7.69 | 7.33 | NA | NA | NA | NA | NA | -9.81 |
| Benchmark | NA | -0.09 | 3.86 | 1.43 | NA | NA | NA | NA | NA | -1.29 |
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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Find answers to common questions about fund investments, performance, portfolio strategy, and investor services.
The fund operates an unconstrained long-only equity mandate that spans the wide BSE 500 TRI multi-cap spectrum. This structure gives the fund manager the operational freedom to shift capital dynamically between large-cap anchors, mid-cap compounders, and small-cap value opportunities depending on where the entry valuations look healthiest.
The operational baseline lists both the fixed and variable management fee structures as "NA." In boutique Portfolio Management Services frameworks, this indicates that the specific commercial matrices—such as flat annual management charges or variable profit-sharing fees above a baseline hurdle—are customized via individual client agreements during onboarding.
In absolute compliance with the structural regulatory mandates established by the Securities and Exchange Board of India (SEBI) for all registered Portfolio Management Services, the minimum subscription block stands at ₹50 Lakhs. Investors can fund this entry metric via cash, an eligible equity portfolio transfer, or a combination of both.
The White Stone ValueEdge Fund was formally launched on November 17, 2025, and carries an operational market age of 6 months. Positioned as a specialized deep-value offering within White Stone's broader multi-strategy lineup, the strategy has scaled efficiently to manage an active asset footprint of ₹82.98 Crores.
The fund counters broad market downturns by maintaining an unyielding focus on individual security margins of safety. By choosing businesses with strong asset backing, real cash generation, and clean balance sheets, the portfolio relies on fundamental financial metrics to limit downside volatility when market momentum reverses.
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