Shade Capital Private Limited • Equity
Shade Value Fund is an equity portfolio management service (PMS) strategy run by Shade Capital Private Limited, launched on 23 Feb 2012. As of 30 Sep 2026, it manages ₹93.49 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +15.14% over 1 year, +21.43% over 3 years and +15.09% over 5 years (+17.61% since inception). Over 3 years, the BSE 500 TRI returned +9.21%, so the strategy is 12.22 percentage points ahead of its benchmark. Its 3-year return ranks 29th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Pawan Kumar.
Ranked nearby on 3-year return: FCI LLP Wealth Optimizer II (+21.72%), SVAN Investment Managers LLP - Velocity (+21.57%), ICICI Prudential PMS Infrastructure Strategy (+21.16%), UpperCrust Wealth Fund (+21.11%).
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 | -1.82% |
| 3 Months | +5.66% |
| 1 Year | +15.14% |
| 3 Years | +21.43% |
| 5 Years | +15.09% |
| Since Inception | +17.61% |
| management fee | Fixed Fees: AMC : 1% |
| performance fee | Variable Fees: HURDLE : 8% PROFIT SHARING : 20% |
| exit load | 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 callShade Value Fund has a 1-year return of +15.14%, a 3-year return of +21.43%, a 5-year return of +15.09% and +17.61% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Shade Value Fund returned +15.09% against +8.91% for the BSE 500 TRI, 6.18 percentage points ahead. Over 3 years it returned +21.43% against +9.21%; Over 1 year it returned +15.14% 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, Shade Value Fund's 3-year return of +21.43% ranks 29th as of 30 Sep 2026.
Shade Value Fund is managed by Pawan Kumar at Shade Capital. The strategy manages ₹93.49 Cr of client assets as of 30 Sep 2026.
Shade Value Fund manages ₹93.49 Cr of client assets as of 30 Sep 2026.
The fee structure for Shade Value Fund includes: management fee: Fixed Fees: AMC : 1%; performance fee: Variable Fees: HURDLE : 8% PROFIT SHARING : 20%; exit load: nil.
The minimum investment for Shade Value Fund is ₹50 Lakhs.
Shade Value Fund was launched on 23 Feb 2012. It has a 14-year track record.
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