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1729 Fundamental value Investing

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Category AIF
Company 1729 Advisors LLP
Fund Managers Deepak Singh Thakran
Benchmark BSE 500 TRI
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About Company

1729 Advisors LLP

1729 Advisors LLP is an India-based boutique investment management firm focused on equity portfolio management for high-net-worth individuals and family offices. The firm is known for its differentiated, research-intensive approach and long-term orientation toward wealth creation. Drawing inspiration from rational, data-backed decision-making, 1729 Advisors emphasizes identifying high-quality businesses with strong competitive advantages. Its investment strategy is centered on building concentrated portfolios with high conviction, aiming to deliver superior risk-adjusted returns through disciplined execution and a deep understanding of business fundamentals.

 

Investment Philosophy

1729 Advisors follows a focused, conviction-led investment philosophy rooted in fundamental research and long-term compounding:

  • High-Conviction Investing
    Builds concentrated portfolios of best ideas to drive meaningful alpha generation.
  • Quality-Centric Approach
    Focus on businesses with durable competitive advantages, strong management, and scalable models.
  • Bottom-Up Stock Selection
    Investment decisions are driven by deep company-level research rather than macro speculation.
  • Long-Term Compounding Focus
    Preference for holding investments over extended periods to benefit from compounding.
  • Valuation Discipline
    Invests at reasonable valuations to ensure favorable risk-reward outcomes.
  • Avoidance of Short-Term Noise
    Minimizes portfolio churn by avoiding reactionary decisions based on market volatility.
  • Research-Intensive Framework
    Relies on detailed financial analysis, industry insights, and continuous monitoring of businesses.
  • Risk-Aware Portfolio Construction
    Balances concentration with prudent risk management to protect downside while maximizing returns.

 

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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.

1729 Fundamental value Investing

Benchmark: BSE 500 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.

1729 ADVISORS LLP

AUM(Cr.) 1M 3M 6M 1Y 2Y 3Y 4Y 5Y Ince.
Performance ₹326.68 -11.10 -12.47 -10.28 14.65 7.47 NA NA NA 1.55
Benchmark NA -11.37 -13.94 -9.62 -3.12 1.32 NA NA NA 2.11
Section: Fund Leadership
Meet the Fund Managers

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

Deepak Singh Thakran

Deepak Singh Thakran is the Founder and Principal Officer of 1729 Advisors LLP, a SEBI-registered Portfolio Management Service (PMS) based in India. With an investment philosophy rooted in fundamental, value-oriented research, he leads the firm's overarching strategy and high-level decision-making processes. Thakran is responsible for the firm’s core operations, including direct client onboarding and portfolio oversight. Under his leadership, the firm adopts a disciplined, mathematical approach to wealth management—symbolized by the name "1729." He brings extensive expertise in Indian capital markets, focusing on identifying long-term growth opportunities through rigorous bottom-up analysis and strict risk management protocols.

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