Thinqwise PMS Logo

Thinqwise India Long Term Fund PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.

The Thinqwise India Long Term Fund PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.

It falls under the MULTI CAP & FLEXI CAP investment category, offering diversified exposure. As of now, the strategy has a total AUM of an UnDisclosed Amount.

Over the last 1 year, it delivered a strong return of 2.90%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500, ensuring broad market comparison.

Thinqwise India Long Term Fund PMS Strategy or Investment Approach - PMS Details

Strategy Name

India Long Term Fund

Start Date

23 June 2023

Category

MULTI CAP & FLEXI CAP

Benchmark

Nifty 50

AUM (Rs.)

Not Disclosed

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr Sahil Doshi

1 Yr. Return

2.90%

3 Yr. Return

NA

5 Yr. Return

NA

Thinqwise India Long Term Fund Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

Not Disclosed

Top 5 Stocks%

Not Disclosed

Top 5 Sectors%

Not Disclosed

Portfolio Age

1 Yrs, 10 Months

SIP

Available

STP

Available

Average Market Cap

Not Disclosed

Thinqwise India Long Term Fund PMS Strategy - Cost or Charges

Fixed Fees

2.5% of Fund Value

Variable AMC

2% of Fund Value

Variable Profit Sharing

20% (Profit Sharing above 10%)

Exit Load 1st Year

3.00%

Exit Load 2nd Year

2.00%

Exit Load 3rd Year

1.00%

Thinqwise India Long Term Fund PMS Investment Approach - Portfolio Composition

Large Cap

Not Disclosed

Mid Cap

Not Disclosed

Small Cap

Not Disclosed

Cash & Equivalent

Not Disclosed

Check out Business Opportunities with Similar Brands

Thinqwise India Long Term Fund Portfolio Strategy - Top 5 Sectors

Customer ratings and reviews of Thinqwise India Long Term Fund PMS Strategy

Double your Investment in 3 YearsInvest in PMS