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Qode Advisors Future Horizons PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.

The Qode Advisors Future Horizons PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.

It falls under the SMALL 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 NA, outperforming many peers. Its performance is benchmarked against the S&P BSE 500, ensuring broad market comparison.

Qode Advisors Future Horizons PMS Strategy or Investment Approach - PMS Details

Strategy Name

Future Horizons

Start Date

13 November 2024

Category

SMALL CAP

Benchmark

S&P BSE 500

AUM (Rs.)

Not Disclosed

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr Gaurav Didwania

1 Yr. Return

NA

3 Yr. Return

NA

5 Yr. Return

NA

Qode Advisors Future Horizons Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

Not Disclosed

Top 5 Stocks%

Not Disclosed

Top 5 Sectors%

Not Disclosed

Portfolio Age

0 Yrs, 5 Months

SIP

Available

STP

Available

Average Market Cap

Rs.4889.86 Cr.

Qode Advisors Future Horizons PMS Strategy - Cost or Charges

Fixed Fees

No Fixed Fees

Variable AMC

1.5% of Fund Value

Variable Profit Sharing

15% (Profit Sharing Above 10%)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Qode Advisors Future Horizons PMS Investment Approach - Portfolio Composition

Large Cap

Not Disclosed

Mid Cap

Not Disclosed

Small Cap

Not Disclosed

Cash & Equivalent

Not Disclosed

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Qode Advisors Future Horizons Portfolio Strategy - Top 5 Sectors

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