INVESTVALUE CAPITAL PRIVATE LIMITED • Equity
Investvalue India Winners Portfolio is an equity portfolio management service (PMS) strategy run by INVESTVALUE CAPITAL PRIVATE LIMITED, launched on 2 Mar 2026. As of 30 Sep 2026, it manages ₹40.02 Cr of client assets and is benchmarked against the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by ADITYA AGARWALA, SIDDHARTH PUROHIT, SUNNY AUTAR TRISAL.
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 | -2.79% |
| 3 Months | +0.35% |
| Since Inception | +14.03% |
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 callInvestvalue India Winners Portfolio has returned +14.03% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Investvalue India Winners Portfolio is managed by ADITYA AGARWALA, SIDDHARTH PUROHIT, SUNNY AUTAR TRISAL at Investvalue Capital. The strategy manages ₹40.02 Cr of client assets as of 30 Sep 2026.
Investvalue India Winners Portfolio manages ₹40.02 Cr of client assets as of 30 Sep 2026.
The minimum investment for Investvalue India Winners Portfolio is ₹50 Lakhs.
Investvalue India Winners Portfolio was launched on 2 Mar 2026.
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