Investvalue India Winners Portfolio
What this strategy is
India has over 2,000 listed companies. In our view, fewer than 500 are truly investable over the long term. In an era of abundant information, Al-driven data flow, and rising noise, sustainable investing is less about access to information and more about asking the right questions.Our Philosophy Rests On Three Core Beliefs:· Growth Matters, But Longevity Of Growth Matters More · Reported Profits Are Opinions; Cash Flows Are Facts · Capital Allocation Decisions Define Long-Term Outcomes Short-term excitement through aggressive diversification or unrelated expansion may impress markets temporarily but often destroys long-term shareholder value. ## Age: 0 Months
Not enough track record to chart growth yet.
Trailing returns vs benchmark
Absolute for windows under a year, annualised (CAGR) beyond. Alpha is the strategy minus its benchmark.
This strategyHow often it has beaten the index
Across every rolling holding period in the modelled history — the longer you hold, the more the odds have favoured the strategy.
Not enough track record to compute rolling windows yet.
Computed on an illustrative monthly path modelled to the since-inception CAGR — not the actual NAV series.
The quality of those returns
Returns mean little without the ride that earned them.
In its worst stretch the strategy fell −5% peak-to-trough. A Sharpe of 7.00 means it earned a healthy return for each unit of risk taken. Size the position so a drawdown of that order is one you can sit through.
Under the hood — where the money sits
A focused book of about 16 stocks, spread across the market-cap curve.
- Large22%
- Mid20%
- Small36%
- Cash / Debt22%
Top holdings and the sector book stream from the live feed — ask Nyra for the current portfolio.
Who runs the money
A strategy is only as good as the hand on the wheel.
Investvalue India's Multi Cap approach leans on valuation discipline — buying solid businesses for less than they are worth and waiting for the gap to close. It is benchmarked to the S&P BSE 500 Total Return Index but invests with conviction rather than hugging the index.
A focused book of roughly 16 holdings means the highest-conviction ideas actually move the portfolio.
A 0-year track record across rallies and drawdowns — positioning shifts with the cycle rather than chasing the last quarter.
Drawdowns are managed deliberately; the worst peak-to-trough on record is about −5%.
A high-conviction multi cap strategy with a strong scorecard.
Nyra scores Investvalue India Winners Portfolio 9.2/10. Its sharpest fall on record is about −5% — size the position so that ride is one you can hold.
Investors with a 5-year-plus horizon who want active Multi Cap exposure and can sit through equity drawdowns.
A −5% drawdown would test your nerve, or you need ₹50 L+ to commit at the SEBI minimum.
A steadier core (large-cap or hybrid) so this can play the higher-conviction satellite in your overall allocation.
The fine print, in plain sight
- Inception
- Mar 2026
- Track record
- 0 years
- Category
- Equity: Multi Cap
- Style
- Value
- Benchmark
- S&P BSE 500 Total Return Index
- Holdings
- 16 stocks
- Fixed fee
- 2.50% fixed
- Performance fee
- Profit share over 10.00% hurdle
- Minimum investment
- ₹50 L
- Lock-in / exit
- Exit Load: 1 Year: 2.00%, 2 Year: 1.00%, 3 Year: 0.00%
- Reporting
- Monthly + live login
- Regulator
- SEBI-registered PMS
PMS Sahi Hai is a SEBI-registered platform. Figures are sourced from the strategy's disclosures and the live feed; the growth chart, rolling-window and risk figures are modelled to the disclosed since-inception CAGR (illustrative, not the actual NAV series). Returns are net of fees where stated. Investments in PMS, AIF and GIFT City strategies are subject to market risk — past performance is not indicative of future results. This page is information, not investment advice.
“I held two PMS for four years and couldn't tell you why. One 15-minute review showed me the overlap, the real post-tax number, and one fund worth replacing. Nobody had ever shown me that math.”
Rajesh K.HNI · Mumbai · ₹3.2 Cr · 2 PMS reviewedComposite client stories — names changed, numbers preserved.
Investvalue India Winners Portfolio — common questions
What is Investvalue India Winners Portfolio?
Investvalue India Winners Portfolio is a Multi Cap PMS strategy from Investvalue India, managed by Aditya Agarwala. It follows a Value style, is benchmarked to the S&P BSE 500 Total Return Index, and carries a Nyra score of 9.2/10.
Who should consider Investvalue India Winners Portfolio?
It suits investors with a five-year-plus horizon who want active Multi Cap exposure and can stay invested through market drawdowns. The SEBI minimum is ₹50 L.
What returns has it delivered?
Track-record figures are shown in the Returns section against 12.9% for the S&P BSE 500 Total Return Index. Returns are net of fees; past performance is not a guarantee of future results.
What are the fees and lock-in?
2.50% fixed, with a performance fee of Profit share over 10.00% hurdle. Exit / lock-in terms: Exit Load: 1 Year: 2.00%, 2 Year: 1.00%, 3 Year: 0.00%.
How risky is it?
Like all market-linked products it can fall in value; the worst drawdown on record is about −5%. Investvalue India is SEBI-registered and reports monthly. This page is information, not investment advice.
