Latent Advisors LLP • Equity
Latent Equity Growth is an equity portfolio management service (PMS) strategy run by Latent Advisors LLP, launched on 18 Jan 2024. As of 30 Sep 2026, it manages ₹133 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +18.04% over 1 year (+23.17% since inception). Over 1 year, the BSE 500 TRI returned -2.33%, so the strategy is 20.37 percentage points ahead of its benchmark. The minimum investment is ₹50 Lakhs. The strategy is managed by Bhavin 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 | -0.86% |
| 3 Months | +6.27% |
| 1 Year | +18.04% |
| Since Inception | +23.17% |
| management fee | Fixed Fees: Fixed Fee: 0.5% P.A |
| performance fee | Variable Fees: Profit Sharing: 20% Hurdle: 7% |
| exit load | 1st Year: 3% 2nd Year: 2% 3rd year: 1% More than 3 years: 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 callLatent Equity Growth has a 1-year return of +18.04% and +23.17% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 1 year, Latent Equity Growth returned +18.04% against -2.33% for the BSE 500 TRI, 20.37 percentage points ahead. Figures as of 30 Sep 2026.
Latent Equity Growth is managed by Bhavin Shah at Latent Advisors. The strategy manages ₹133 Cr of client assets as of 30 Sep 2026.
Latent Equity Growth manages ₹133 Cr of client assets as of 30 Sep 2026.
The fee structure for Latent Equity Growth includes: management fee: Fixed Fees: Fixed Fee: 0.5% P.A; performance fee: Variable Fees: Profit Sharing: 20% Hurdle: 7%; exit load: 1st Year: 3% 2nd Year: 2% 3rd year: 1% More than 3 years: Nil.
The minimum investment for Latent Equity Growth is ₹50 Lakhs.
Latent Equity Growth was launched on 18 Jan 2024. It has a 2-year track record.
Description
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