White Stone Financial Advisors Limites PMS strategies
White Stone Financial Advisors Limites runs 2 portfolio management strategies listed with APMI, managing ₹90.14 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 |
|---|---|---|---|---|---|---|---|---|
| White Stone ValueEdge Fund | Equity | Hardik I Jain | ₹85.31 Cr | — | — | — | ₹50 Lakhs | Sep 2026 |
| White Stone Abhivriddhi Fund | Equity | Dixit Doshi | ₹4.83 Cr | — | — | — | ₹50 Lakhs | Sep 2026 |
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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