Valentis Advisors Private Limited • Equity
Valentis Rising Star Opportunity Fund is an equity portfolio management service (PMS) strategy run by Valentis Advisors Private Limited, launched on 5 Aug 2016. As of 30 Sep 2026, it manages ₹1,242 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +22.14% over 1 year, +12.87% over 3 years and +15.23% over 5 years (+17.79% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 3.67 percentage points ahead of its benchmark. Its 3-year return ranks 175th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by JYOTIVARDHAN JAIPURIA.
Ranked nearby on 3-year return: Karma Wealth Builder (+12.93%), Master Trust India Growth Strategy (+12.91%), Motilal Oswal Ethical Strategy (+12.85%), Alpha Growth (+12.81%).
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 | +0.20% |
| 3 Months | +8.80% |
| 1 Year | +22.14% |
| 3 Years | +12.87% |
| 5 Years | +15.23% |
| Since Inception | +17.79% |
| management fee | Fixed Fees: 2.50% p.a. |
| performance fee | Variable Fees: Fixed Fees of1.50% p.a. Plus Variable fees of 15% of Return Above 10% Hurdle Rate Charged Annually (Subject to High Water Mark Level) |
| exit load | 1 st Year - 3% 2 nd Year- 2% 3 rd 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 callValentis Rising Star Opportunity Fund has a 1-year return of +22.14%, a 3-year return of +12.87%, a 5-year return of +15.23% and +17.79% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Valentis Rising Star Opportunity Fund returned +15.23% against +8.91% for the BSE 500 TRI, 6.32 percentage points ahead. Over 3 years it returned +12.87% against +9.20%; Over 1 year it returned +22.14% 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, Valentis Rising Star Opportunity Fund's 3-year return of +12.87% ranks 175th as of 30 Sep 2026.
Valentis Rising Star Opportunity Fund is managed by JYOTIVARDHAN JAIPURIA at Valentis Advisors. The strategy manages ₹1,242 Cr of client assets as of 30 Sep 2026.
Valentis Rising Star Opportunity Fund manages ₹1,242 Cr of client assets as of 30 Sep 2026.
The fee structure for Valentis Rising Star Opportunity Fund includes: management fee: Fixed Fees: 2.50% p.a.; performance fee: Variable Fees: Fixed Fees of1.50% p.a. Plus Variable fees of 15% of Return Above 10% Hurdle Rate Charged Annually (Subject to High Water Mark Level); exit load: 1 st Year - 3% 2 nd Year- 2% 3 rd Year- 1%.
The minimum investment for Valentis Rising Star Opportunity Fund is ₹50 Lakhs.
Valentis Rising Star Opportunity Fund was launched on 5 Aug 2016. It has a 10-year track record.
Description
All Valentis Advisors PMS strategies →Browse all PMS strategies in India →