Ventura Securities Limited • Equity
Ventura Siddhartha Best in Class is an equity portfolio management service (PMS) strategy run by Ventura Securities Limited, launched on 15 Jul 2019. As of 30 Sep 2026, it manages ₹11.59 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are -9.02% over 1 year, +1.31% over 3 years and +2.96% over 5 years (+7.74% since inception). Over 3 years, the Nifty 50 TRI returned +6.06%, so the strategy is 4.75 percentage points behind of its benchmark. Its 3-year return ranks 204th of 220 PMS strategies benchmarked to the Nifty 50 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by R AMARNATH.
Ranked nearby on 3-year return: Wealth Weaver Growth Portfolio AXIS (+2.29%), Optima (+1.41%), Acepro Galaxy Strategy (+0.47%), Structered Product Series VIII (+0.19%).
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 | -5.99% |
| 3 Months | -2.29% |
| 1 Year | -9.02% |
| 3 Years | +1.31% |
| 5 Years | +2.96% |
| Since Inception | +7.74% |
| management fee | Fixed Fees: AMC charge 2% |
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 callVentura Siddhartha Best in Class has a 1-year return of -9.02%, a 3-year return of +1.31%, a 5-year return of +2.96% and +7.74% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Ventura Siddhartha Best in Class returned +2.96% against +6.38% for the Nifty 50 TRI, 3.42 percentage points behind. Over 3 years it returned +1.31% against +6.06%; Over 1 year it returned -9.02% against -7.09%. Figures as of 30 Sep 2026.
Among 220 PMS strategies benchmarked to the Nifty 50 TRI with a 3-year track record, Ventura Siddhartha Best in Class's 3-year return of +1.31% ranks 204th as of 30 Sep 2026.
Ventura Siddhartha Best in Class is managed by R AMARNATH at Ventura Securities. The strategy manages ₹11.59 Cr of client assets as of 30 Sep 2026.
Ventura Siddhartha Best in Class manages ₹11.59 Cr of client assets as of 30 Sep 2026.
The fee structure for Ventura Siddhartha Best in Class includes: management fee: Fixed Fees: AMC charge 2%.
The minimum investment for Ventura Siddhartha Best in Class is ₹50 Lakhs.
Ventura Siddhartha Best in Class was launched on 15 Jul 2019. It has a 7-year track record.
Description
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