Premium Access PMS

Accelt Long Term Equity Fund

Distributed through AltPort Experts. Comprehensive fund documentation can be accessed through our research team.
Category PMS
Company ACCELT ASSET MANAGEMENT LLP
Fund Managers Vaibhav Agarwal
Benchmark BSE 500 TRI
Share: f x in w

About Company

ACCELT ASSET MANAGEMENT LLP

 

ACCELT Asset Management LLP, a Mumbai-based investment firm, was started in 2024 by Vaibhav Agarwal, who brings more than fifteen years of experience in equity research and portfolio management to the table. The firm focuses on Indian equities listed on the stock exchange, mainly through its Long Term Equity Fund, which uses a flexi-cap approach. ACCELT operates on the principles of integrity, transparency, and a commitment to acting in its clients' best interests. It seeks to find solid businesses with the possibility of future growth. Even though it is new to the asset management field, the firm stresses its dedication and enthusiasm for building long-term wealth for both its wealthy and retail clients.

 

 

Accelt Long Term Equity Fund

Fund Snapshot

 

PMS Provider Name

ACCELT ASSET MANAGEMENT LLP

Benchmark

BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

05/11/2024

Age

1.1 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

NA

Fund Manager

Vaibhav Agarwal

1 Month Turnover

0.13

1-Year Turnover

1.45

AUM CR

₹6.96

Purpose

Long-term capital appreciation

 

About AMC

Accelt Asset Management LLP, started by Mr. Vaibhav Agarwal, is a specialized investment firm that concentrates on publicly traded Indian stocks. Established on June 18, 2024, the firm is located in Mumbai, Maharashtra.

 

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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.

Accelt Long Term Equity Fund

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.

ACCELT ASSET MANAGEMENT LLP

AUM(Cr.) 1M 3M 6M 1Y 2Y 3Y 4Y 5Y Ince.
Performance ₹10.68 2.75 5.58 0.38 1.58 NA NA NA NA 6.03
Benchmark NA -0.17 -2.34 -5.39 -0.07 NA NA NA NA 0.85
Section: Fund Leadership
Meet the Fund Managers

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

Vaibhav Agarwal

Vaibhav Agarwal

Vaibhav Agarwal is the driving force behind Accelt Asset Management, bringing over 15 years of deep expertise in equity research and portfolio management. Before founding Accelt in 2024, he held prominent roles as the Head of Research at Basant Maheshwari Wealth Advisers and worked with leading financial institutions including Citibank, ICICI Bank, and the Aditya Birla Group. A highly qualified professional, he is a Chartered Accountant, a CFA Charterholder, and a Company Secretary. His investment philosophy centers on fundamental research, focusing on high-ROCE (Return on Capital Employed) businesses with sustainable moats to generate long-term wealth for both HNI and retail clients.

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Disclaimer: Investing in AIF, PMS, Gift City or Mutual Fund is subject to market risk. Please read the related documents carefully. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. Actual portfolios may differ as a result of account size, client-imposed investment restrictions, the timing of client investments and market, economic, and individual company factors. We at ALTPORT do not guarantee any returns in the hands of investors, nor do we take any sort of accountability for the performance of the scheme.