Envision Capital Services Private Limited • Equity
Envision India Value Portdolio is an equity portfolio management service (PMS) strategy run by Envision Capital Services Private Limited, launched on 15 Sep 2010. As of 31 Aug 2026, it manages ₹61.95 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +12.68% over 1 year, +11.77% over 3 years and +13.60% over 5 years (+12.79% since inception). Over 3 years, the BSE 500 TRI returned +12.09%, so the strategy is 0.32 percentage points behind of its benchmark. The minimum investment is ₹50 Lakhs. The strategy is managed by Nilesh Shah.
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 | +4.16% |
| 3 Months | +15.60% |
| 1 Year | +12.68% |
| 3 Years | +11.77% |
| 5 Years | +13.60% |
| Since Inception | +12.79% |
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 callEnvision India Value Portdolio has a 1-year return of +12.68%, a 3-year return of +11.77%, a 5-year return of +13.60% and +12.79% since inception as of 31 Aug 2026. Past performance is not indicative of future results.
Over 5 years, Envision India Value Portdolio returned +13.60% against +10.91% for the BSE 500 TRI, 2.69 percentage points ahead. Over 3 years it returned +11.77% against +12.09%; Over 1 year it returned +12.68% against +4.72%. Figures as of 31 Aug 2026.
Envision India Value Portdolio is managed by Nilesh Shah at Envision Capital Services. The strategy manages ₹61.95 Cr of client assets as of 31 Aug 2026.
Envision India Value Portdolio manages ₹61.95 Cr of client assets as of 31 Aug 2026.
The minimum investment for Envision India Value Portdolio is ₹50 Lakhs.
Envision India Value Portdolio was launched on 15 Sep 2010. It has a 15-year track record.
Description
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