Valentis Advisors PMS strategies
Valentis Advisors runs 3 portfolio management strategies listed with APMI, managing ₹1,524 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| Valentis Rising Star Opportunity Fund | Equity | JYOTIVARDHAN JAIPURIA | ₹1,242 Cr | +12.87% | +3.67 pts | 2.50% fixed, or a variable plan (see strategy) | ₹50 Lakhs | Sep 2026 |
| Valentis Multi-cap Fund | Equity | JYOTIVARDHAN JAIPURIA | ₹277 Cr | +11.13% | +1.93 pts | 2.50% fixed, or a variable plan (see strategy) | ₹50 Lakhs | Sep 2026 |
| Valentis Debt Staggered Investment Fund | Debt | — | ₹5.65 Cr | +4.38% | — | — | ₹50 Lakhs | — |
Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "—" means the figure isn't reported. Past returns don't predict future returns.
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