FINDOC Equity Fund

What is FINDOC Equity Fund

FINDOC Equity Fund is an equity-focused Portfolio Management Service (PMS) strategy managed by Findoc Investmart Private Limited. The strategy aims to manage investor portfolios with a focus on strong investment performance and long-term value creation.

With a minimum investment requirement of ₹50 lakh, the strategy is designed for investors seeking professionally managed exposure across equity, derivatives and mutual funds. The fund uses the BSE 500 TRI as its benchmark.

FINDOC Equity Fund - Key Details

Investment Approach

The stated objective of FINDOC Equity Fund is to manage portfolios with an emphasis on strong investment performance and long-term value creation.

The strategy can invest across equity, derivatives and mutual funds, providing flexibility in how portfolio exposure is managed. This multi-instrument approach allows the strategy to operate beyond a conventional equity-only portfolio structure.

For investors evaluating the strategy, it is important to examine how these instruments are actually used within the portfolio, including the level of equity exposure, derivative positions, portfolio concentration and overall risk management approach.

Benchmark: BSE 500 TRI

FINDOC Equity Fund uses the BSE 500 TRI as its benchmark. The index provides a broad reference point for evaluating the performance of an Indian equity-oriented portfolio.

The Total Return Index (TRI) methodology incorporates dividends into the index's performance calculation. Investors can therefore use the benchmark as one reference while assessing the strategy's historical performance.

Benchmark comparison should not be viewed in isolation. Portfolio construction, investment horizon, market conditions, risk and the strategy's stated mandate are also relevant when evaluating a PMS.

Fund Manager

Vaibhav Chowdhry is the fund manager associated with FINDOC Equity Fund. The fund manager is responsible for implementing the strategy's investment approach and making portfolio-management decisions within its mandate.

Investors conducting PMS due diligence may also wish to examine the manager's investment philosophy, experience, portfolio-management process and track record.

Fees and Exit Load

The strategy has an AMC fee of 2.5% and a performance fee of 20%, with an 8% hurdle rate. An exit load of 2% is also specified.

Investors should carefully review the complete fee structure and applicable terms in the official PMS documentation before investing, particularly how performance fees and hurdle rates are calculated.

Who May Consider FINDOC Equity Fund?

The strategy may be relevant to investors who:

• Meet the ₹50 lakh minimum investment requirement.
• Seek professionally managed equity exposure.
• Have a long-term investment horizon.
• Are comfortable with exposure to equity and derivatives.
• Want a portfolio managed with a stated focus on long-term value creation.

As the strategy was launched in April 2025, its relatively short operating history should be considered when reviewing available performance information.

Disclaimer: The information provided is for educational and informational purposes only and should not be considered investment advice or a recommendation. PMS investments are subject to market risks. Investors should review official PMS documents, fees, risks, portfolio details and performance information before making an investment decision.