85%
1-year holding
of 13 windows beat the index
Avg / yr+22.2%
Equity: Flexi Cap
Fident India Builder Equity Portfolio (FIBER)
7.2
Nyra score
Independently scored
2-yr track record · since Jun 2024GrowthAUM —Max drawdown −26.93%SEBI-registered PMS
3Y CAGR
—
annualised
5Y CAGR
—
annualised
Since inception
8.7%
CAGR · net of fees
₹1 Cr became
₹1.18 Cr
index ₹1.05 Cr
AUM
—
strategy size
Minimum
₹50 L
SEBI minimum
Snapshot
What this strategy is
The Portfolio Manager seeks to generate returns for the Client through price appreciation of the stocks. The Portfolio Manager will generally invest in companies looking at their prospects from a long term horizon. This Investment Approach aims to adopt a strategy of stringent stock selection process and a disciplined bottom-up investing approach with a long-term focus. In certain scenarios, Portfolio Manager may also assess broader market environment (top-down approach) during the portfolio construction. Holdings and the sectors will be tracked on a constant basis and rebalancing wherever necessary based on revised prospects and valuations will be undertaken. The approach will be market cap and sector agnostic and aims to generate returns by investing in permissible securities/products in accordance with the Applicable Laws.
Performance · what ₹1 crore would have become
₹1.18 Cr
+18% · 1.2× your money
- This strategy₹1.18 Cr
- S&P BSE 500 Total Return Index₹1.05 Cr
₹1 Cr invested at inception (Jun 2024)2.0 yrs
Illustrative monthly path, net of fees, modelled to the strategy's since-inception CAGR versus the S&P BSE 500 Total Return Index. Not the actual NAV series; past performance is not indicative of future returns.
Returns
Trailing returns vs benchmark
Absolute for windows under a year, annualised (CAGR) beyond. Alpha is the strategy minus its benchmark.
1M
3M
6M
1Y
3Y
5Y
SI
This strategy
2.1%
17.7%
28.8%
9.5%
—
—
8.7%
S&P BSE 500 Total Return Index
2.2%
3.8%
2%
3%
—
—
2.6%
Alpha
-0.1%
+13.9%
+26.8%
+6.5%
—
—
+6.1%
Reliability
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.
Computed on an illustrative monthly path modelled to the since-inception CAGR, not the actual NAV series.
Risk
The quality of those returns
Returns mean little without the ride that earned them.
−26.93%
Max drawdown
-6.4%
Worst 1-yr window
27.2%
Volatility (ann.)
16.40
Sharpe ratio
In its worst stretch the strategy fell −26.93% peak-to-trough. A Sharpe of 16.40 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.
Portfolio
Under the hood: where the money sits
A focused book of about 23 stocks, spread across the market-cap curve.
Market-cap mix
- Large52%
- Mid9%
- Small39%
Concentration
Holdings23 stocks
Cash / debt buffer—
Top holdings and the sector book stream from the live feed; ask Nyra for the current portfolio.
Manager
Who runs the money
A strategy is only as good as the hand on the wheel.
AD
View full profile Fund manager
Aishvarya Dadheech
Fident India · 2-yr strategy tenure · — managed
Investment philosophy
Fident India's Flexi Cap approach backs durable compounders with long runways, accepting a fuller multiple for quality and growth visibility. It is benchmarked to the S&P BSE 500 Total Return Index but invests with conviction rather than hugging the index.
Conviction over the index
A focused book of roughly 23 holdings means the highest-conviction ideas actually move the portfolio.
Through the cycle
A 2-year track record across rallies and drawdowns; positioning shifts with the cycle rather than chasing the last quarter.
Risk first
Drawdowns are managed deliberately; the worst peak-to-trough on record is about −26.93%.
Nyra's read
A flexi cap strategy with a mixed but improving profile.
Nyra scores Fident India Builder Equity Portfolio (FIBER) 7.2/10, on a since-inception CAGR near 8.7%. Its sharpest fall on record is about −26.93%. Size the position so that ride is one you can hold.
Best suited to
Investors with a 5-year-plus horizon who want active Flexi Cap exposure and can sit through equity drawdowns.
Mind if
A −26.93% drawdown would test your nerve, or you need ₹50 L+ to commit at the SEBI minimum.
Pairs well with
A steadier core (large-cap or hybrid) so this can play the higher-conviction satellite in your overall allocation.
Facts & fees
The fine print, in plain sight
- Inception
- Jun 2024
- Track record
- 2 years
- Category
- Equity: Flexi Cap
- Style
- Growth
- Benchmark
- S&P BSE 500 Total Return Index
- Holdings
- 23 stocks
- Fixed fee
- 2.00% fixed
- Performance fee
- 15% over 10.00% hurdle
- Minimum investment
- ₹50 L
- Lock-in / exit
- Exit Load: 1 Year: 1.00%, 2 Year: NA, 3 Year: NA
- Reporting
- Monthly + live login
- Regulator
- SEBI-registered PMS
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.
What investors say when they sit down with us
Things investors say to us. Composites, not any one person.
₹3.2 Cr · 2 PMS reviewed
“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.”
FAQ
Fident India Builder Equity Portfolio (FIBER): common questions
What is Fident India Builder Equity Portfolio (FIBER)?
Fident India Builder Equity Portfolio (FIBER) is a Flexi Cap PMS strategy from Fident India, managed by Aishvarya Dadheech. It follows a Growth style, is benchmarked to the S&P BSE 500 Total Return Index, and carries a Nyra score of 7.2/10.
Who should consider Fident India Builder Equity Portfolio (FIBER)?
It suits investors with a five-year-plus horizon who want active Flexi Cap exposure and can stay invested through market drawdowns. The SEBI minimum is ₹50 L.
What returns has it delivered?
Since inception (Jun 2024) it has compounded at roughly 8.7% a year. Returns are net of fees; past performance is not a guarantee of future results.
What are the fees and lock-in?
2.00% fixed, with a performance fee of 15% over 10.00% hurdle. Exit / lock-in terms: Exit Load: 1 Year: 1.00%, 2 Year: NA, 3 Year: NA.
How risky is it?
Like all market-linked products it can fall in value; the worst drawdown on record is about −26.93%. Fident India is SEBI-registered and reports monthly. This page is information, not investment advice.
