INVASSET LLP • Equity
Invasset Growth Fund is an equity portfolio management service (PMS) strategy run by INVASSET LLP, launched on 8 Jan 2020. As of 30 Sep 2026, it manages ₹239 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +6.08% over 1 year, +10.96% over 3 years and +17.77% over 5 years (+25.38% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 1.76 percentage points ahead of its benchmark. Its 3-year return ranks 244th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Anirudh Garg.
Ranked nearby on 3-year return: Value Driven Approach (+11.00%), Enam India Vision Portfolio (+10.99%), 360 ONE Phoenix Portfolio (+10.93%), Aurum Small Cap Plus (+10.93%).
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 | -2.23% |
| 3 Months | -1.44% |
| 1 Year | +6.08% |
| 3 Years | +10.96% |
| 5 Years | +17.77% |
| Since Inception | +25.38% |
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 callInvasset Growth Fund has a 1-year return of +6.08%, a 3-year return of +10.96%, a 5-year return of +17.77% and +25.38% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Invasset Growth Fund returned +17.77% against +8.91% for the BSE 500 TRI, 8.86 percentage points ahead. Over 3 years it returned +10.96% against +9.20%; Over 1 year it returned +6.08% 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, Invasset Growth Fund's 3-year return of +10.96% ranks 244th as of 30 Sep 2026.
Invasset Growth Fund is managed by Anirudh Garg at Invasset. The strategy manages ₹239 Cr of client assets as of 30 Sep 2026.
Invasset Growth Fund manages ₹239 Cr of client assets as of 30 Sep 2026.
The minimum investment for Invasset Growth Fund is ₹50 Lakhs.
Invasset Growth Fund was launched on 8 Jan 2020. It has a 6-year track record.
Description
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