ASHIMA CAPITAL MANAGEMENT LIMITED • Equity
Long Heritage Value Fund is an equity portfolio management service (PMS) strategy run by ASHIMA CAPITAL MANAGEMENT LIMITED, launched on 3 Mar 2025. As of 30 Sep 2026, it manages ₹293 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are -1.54% over 1 year (+9.22% since inception). Over 1 year, the BSE 500 TRI returned -2.33%, so the strategy is 0.79 percentage points ahead of its benchmark. The minimum investment is ₹50 Lakhs. The strategy is managed by KRISHNACHINTAN CHINTAN PARIKH.
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 | -0.22% |
| 3 Months | -8.95% |
| 1 Year | -1.54% |
| Since Inception | +9.22% |
| management fee | Fixed Fees: FIXED MANAGEMENT FEES: 2.5% |
| performance fee | Variable Fees: FIXED MANAGEMENT FEES: 1% HURDLE RATE: 7% PERFORMANCE FEES: 20% |
| exit load | 1st Year: 3% 2nd Year: 2% 3rd Year: 1% |
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 callLong Heritage Value Fund has a 1-year return of -1.54% and +9.22% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 1 year, Long Heritage Value Fund returned -1.54% against -2.33% for the BSE 500 TRI, 0.79 percentage points ahead. Figures as of 30 Sep 2026.
Long Heritage Value Fund is managed by KRISHNACHINTAN CHINTAN PARIKH at Ashima Capital Management. The strategy manages ₹293 Cr of client assets as of 30 Sep 2026.
Long Heritage Value Fund manages ₹293 Cr of client assets as of 30 Sep 2026.
The fee structure for Long Heritage Value Fund includes: management fee: Fixed Fees: FIXED MANAGEMENT FEES: 2.5%; performance fee: Variable Fees: FIXED MANAGEMENT FEES: 1% HURDLE RATE: 7% PERFORMANCE FEES: 20%; exit load: 1st Year: 3% 2nd Year: 2% 3rd Year: 1%.
The minimum investment for Long Heritage Value Fund is ₹50 Lakhs.
Long Heritage Value Fund was launched on 3 Mar 2025. It has a 1-year track record.
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