Avestha Fund Management Llp • Equity
Avestha Growth is an equity portfolio management service (PMS) strategy run by Avestha Fund Management Llp, launched on 1 Nov 2017. As of 30 Sep 2026, it manages ₹1,478 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +13.90% over 1 year, +13.72% over 3 years and +17.03% over 5 years (+16.28% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 4.52 percentage points ahead of its benchmark. Its 3-year return ranks 149th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹2 Crore. The strategy is managed by Farokh Pandole.
Ranked nearby on 3-year return: India Super Focus (+13.75%), Agreya Total Return (+13.72%), ICICI Prudential PMS Growth Leaders Strategy (+13.65%), Enam India Opportunities Portfolio (+13.61%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -2.83% |
| 3 Months | +3.35% |
| 1 Year | +13.90% |
| 3 Years | +13.72% |
| 5 Years | +17.03% |
| Since Inception | +16.28% |
| management fee | Fixed Fees: 1% |
| performance fee | Variable Fees: 5% with High Water Mark |
| exit load | No Exit Load |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callAvestha Growth has a 1-year return of +13.90%, a 3-year return of +13.72%, a 5-year return of +17.03% and +16.28% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Avestha Growth returned +17.03% against +8.91% for the BSE 500 TRI, 8.12 percentage points ahead. Over 3 years it returned +13.72% against +9.20%; Over 1 year it returned +13.90% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, Avestha Growth's 3-year return of +13.72% ranks 149th as of 30 Sep 2026.
Avestha Growth is managed by Farokh Pandole at Avestha Fund Management. The strategy manages ₹1,478 Cr of client assets as of 30 Sep 2026.
Avestha Growth manages ₹1,478 Cr of client assets as of 30 Sep 2026.
The fee structure for Avestha Growth includes: management fee: Fixed Fees: 1%; performance fee: Variable Fees: 5% with High Water Mark; exit load: No Exit Load.
The minimum investment for Avestha Growth is ₹2 Crore.
Avestha Growth was launched on 1 Nov 2017. It has an 8-year track record.
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