INVASSET LLP • Equity
Invasset Leaders Fund is an equity portfolio management service (PMS) strategy run by INVASSET LLP, launched on 14 Feb 2025. As of 30 Sep 2026, it manages ₹6.1 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +8.53% over 1 year (+12.64% since inception). Over 1 year, the BSE 500 TRI returned -2.33%, so the strategy is 10.86 percentage points ahead of its benchmark. The minimum investment is ₹50 Lakhs. The strategy is managed by Anirudh Garg.
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 | -3.05% |
| 3 Months | -2.38% |
| 1 Year | +8.53% |
| Since Inception | +12.64% |
| management fee | Fixed Fees: AMC Charge: 1% p.a to 2.5% p.a of AUM (charged quarterly) |
| performance fee | Variable Fees: AMC: 1% p.a to 2.5% p.a of AUM (Charged quarterly) Hurdle Rate: 8% p.a to 10% p.a Performance Fee: 0 to 20% p.a of profits |
| exit load | 1st Year: 1% to 3% 2nd Year: NIL 3rd Year : NIL |
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 Leaders Fund has a 1-year return of +8.53% and +12.64% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 1 year, Invasset Leaders Fund returned +8.53% against -2.33% for the BSE 500 TRI, 10.86 percentage points ahead. Figures as of 30 Sep 2026.
Invasset Leaders Fund is managed by Anirudh Garg at Invasset. The strategy manages ₹6.1 Cr of client assets as of 30 Sep 2026.
Invasset Leaders Fund manages ₹6.1 Cr of client assets as of 30 Sep 2026.
The fee structure for Invasset Leaders Fund includes: management fee: Fixed Fees: AMC Charge: 1% p.a to 2.5% p.a of AUM (charged quarterly); performance fee: Variable Fees: AMC: 1% p.a to 2.5% p.a of AUM (Charged quarterly) Hurdle Rate: 8% p.a to 10% p.a Performance Fee: 0 to 20% p.a of profits; exit load: 1st Year: 1% to 3% 2nd Year: NIL 3rd Year : NIL.
The minimum investment for Invasset Leaders Fund is ₹50 Lakhs.
Invasset Leaders Fund was launched on 14 Feb 2025. It has a 1-year track record.
Description
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