Fund Snapshot
| Parameter | Details |
| PMS Provider Name | Findoc Investmart Private Limited |
| Strategy & Product Name | Equity (Derivatives, Equity, Mutual Fund) |
| Benchmark | Nifty 50 TRI |
| Date Of Inception | 10/03/2026 |
| Fund Age | 3 Months |
| Minimum Investment Amount | ₹5,000,000 |
| Fixed Fees Structure | AMC Fees: 2.5% | Performance Fees: 20% |
| Variable Fees Structure | Hurdle rate: 8% |
| Exit Load | 2% |
| Assets Under Management (AUM) | ₹0.00 CR |
Fund Purpose
The primary objective of the Findoc Large cap fund is to actively manage a high-conviction portfolio focused on blue-chip market leaders, prioritizing robust investment performance and sustainable long-term value creation. By investing in large-cap enterprises, the strategy aims to offer stable capital appreciation and regular corporate distributions while leveraging structured asset blending to mitigate equity downside risks across different macroeconomic cycles.
Fund Philosophy
Capital Protection Through Large Cap Blue Chips
The fund focuses primarily on high-market-capitalization companies that feature dominant market shares, robust balance sheets, and steady cash flows, ensuring core portfolio stability during economic contractions.
Outperformance Using Nifty 50 TRI Framework
By benching against the Nifty 50 Total Returns Index, the investment framework actively monitors top-tier enterprises to spot valuation anomalies, ensuring tactical allocation changes capture the full upside of corporate earnings and dividends.
Blend of Cash and Derivative Overlays
To navigate sudden market shifts, the fund combines cash equity positions with dynamic derivative tools and mutual funds, maintaining an active tactical cushion to hedge positions or tap into short-term directional themes.
Active Performance Mindset
The strategy eschews passive index hugging, implementing rigorous quantitative and qualitative screening to pick high-conviction large-cap candidates whose fundamental metrics signal clear long-term compounding potential.
Return Optimization Over Hurdle Limits
The fund sets a performance focus anchored on clearing its 8% hurdle rate, explicitly aligning its operational allocation patterns to maximize target alpha while operating within the lower-volatility regime of top-tier Indian corporations.
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Track how the fund has performed against its benchmark over time through a comparative line graph analysis.
Findoc Large cap fund
Benchmark: Nifty 50 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.
Findoc Investmart Private Limited
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | NA | 0.00 | -0.05 | NA | NA | NA | NA | NA | NA | 1.06 |
| Benchmark | NA | 2.36 | 2.28 | NA | NA | NA | NA | NA | NA | 2.18 |
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Vaibhav Chowdhry
Vaibhav Chowdhry is the lead Fund Manager overseeing specialized equity portfolios at Findoc Investmart Private Limited, including the Findoc Emerging Midcap and Small Cap Fund. Backed by deep expertise in the Indian capital markets and institutional block trading dynamics, Vaibhav focuses on capturing fundamental value transformations within emerging industries. His investment management style combines active, ground-up research with data-driven allocation, ensuring that the fund’s mid- and small-cap exposures remain structurally resilient while aggressively targeting market-outperforming returns for its investors.
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Find answers to common questions about fund investments, performance, portfolio strategy, and investor services.
In strict compliance with SEBI regulations governing Portfolio Management Services (PMS) in India, the minimum investment criteria for subscribing to the Findoc Large cap fund is set at ₹5,000,000 (₹50 Lakhs).
The fund charges a fixed base Annual Maintenance Contract (AMC) fee of 2.5%. It also incorporates an incentive-driven performance fee of 20%, which is assessed on the profits generated above the fund's specified hurdle rate.
The hurdle rate acts as a mandatory baseline return threshold. Findoc Investmart cannot collect the 20% performance fee unless the portfolio's absolute return clears the 8% boundary, keeping the fund manager directly focused on high-yielding execution.
Yes, the fund features an exit load of 2%. If you pull capital out or terminate the portfolio advisory agreement before the predefined timelines, a 2% penalty is applied directly against the redeemed asset value.
The Nifty 50 Total Returns Index includes both stock price movements and cash dividend distributions of India's top 50 largest companies. Since this strategy targets stable, large-cap market leaders, it provides a direct yardstick to evaluate the fund's net alpha creation.
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