Value Magno is an equity portfolio management service (PMS) strategy run by Shepherds Hill Financial Advisors Llp, launched on 17 Aug 2015. It manages ₹121 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +5.70% over 1 year, +20.00% over 3 years and +17.72% over 5 years (+16.61% since inception). The minimum investment is ₹50 Lakhs. The strategy is managed by Rishi Gupta.
AUM
₹121 Cr
3-year return
+20.00%
Fund manager
Rishi Gupta
Minimum investment
₹50 Lakhs
Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
Fund Manager
Rishi Gupta
Assets (AUM)
₹120.51 Cr
Benchmark Index
BSE 500 TRI
Inception Date
17/08/2015
Trailing Returns
Trailing returns
Period
Return
1 Month
+1.98%
3 Months
+2.61%
1 Year
+5.70%
3 Years
+20.00%
5 Years
+17.72%
Since Inception
+16.61%
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.
Value Magno has a 1-year return of +5.70%, a 3-year return of +20.00%, a 5-year return of +17.72% and +16.61% since inception. Past performance is not indicative of future results.
Who manages Value Magno?
Value Magno is managed by Rishi Gupta at Shepherds Hill Financial Advisors. The strategy manages ₹121 Cr of client assets.
What is the AUM of Value Magno?
Value Magno manages ₹121 Cr of client assets.
What is the minimum investment for Value Magno?
The minimum investment for Value Magno is ₹50 Lakhs.
When was Value Magno launched?
Value Magno was launched on 17 Aug 2015. It has an 11-year track record.