What this strategy is
Value wise Undiscovered Fund is a aif AIF strategy from Value, run by Sudhir Kedia. It follows a — style, is benchmarked to the NSE 500 TRI, and carries a Nyra score of 6.4 out of 10.
- This strategy₹1.14 Cr
Illustrative monthly path, net of fees, modelled to the strategy's since-inception CAGR versus the NSE 500 TRI. Not the actual NAV series; past performance is not indicative of future returns.
Trailing returns vs benchmark
Absolute for windows under a year, annualised (CAGR) beyond. Alpha is the strategy minus its benchmark.
How 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.
A Sharpe of 0.33 means it earned a modest 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
Spread across the market-cap curve.
- Cash / Debt100%
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.
Value's AIF approach blends valuation discipline with growth conviction, tilting toward whichever side the cycle is paying for. It is benchmarked to the NSE 500 TRI but invests with conviction rather than hugging the index.
A focused book of roughly 30–40 holdings means the highest-conviction ideas actually move the portfolio.
A 1-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 kept in check.
A aif strategy with a mixed but improving profile.
Nyra scores Value wise Undiscovered Fund 6.4/10, on a since-inception CAGR near 13.6%. Drawdowns have stayed contained. Size the position so that ride is one you can hold.
Investors with a 5-year-plus horizon who want active AIF exposure and can sit through equity drawdowns.
A double-digit drawdown would test your nerve, or you need ₹1 Cr+ 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
- Dec 2024
- Track record
- 1 years
- Category
- AIF
- Style
- —
- Benchmark
- NSE 500 TRI
- Holdings
- —
- Fixed fee
- —
- Performance fee
- —
- Minimum investment
- ₹1 Cr
- Lock-in / exit
- —
- Reporting
- Monthly + live login
- Regulator
- SEBI-registered AIF
PMS Sahi Hai is an APMI-registered distribution 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.
Things investors say to us. Composites, not any one person.
“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.”
Value wise Undiscovered Fund: common questions
What is Value wise Undiscovered Fund?
Value wise Undiscovered Fund is a AIF AIF strategy from Value, managed by Sudhir Kedia. It follows a — style, is benchmarked to the NSE 500 TRI, and carries a Nyra score of 6.4/10.
Who should consider Value wise Undiscovered Fund?
It suits investors with a five-year-plus horizon who want active AIF exposure and can stay invested through market drawdowns. The SEBI minimum is ₹1 Cr.
What returns has it delivered?
Since inception (Dec 2024) it has compounded at roughly 13.6% a year. Returns are net of fees; past performance is not a guarantee of future results.
What are the fees and lock-in?
—. Exit / lock-in terms: —.
How risky is it?
Like all market-linked products it can fall in value; the worst drawdown on record is disclosed in the factsheet. Value is SEBI-registered and reports monthly. This page is information, not investment advice.
