White Stone ValueEdge Fund PMS: Returns, AUM & Details
WHITE STONE FINANCIAL ADVISORS PRIVATE LIMITES • Equity
White Stone ValueEdge Fund is an equity portfolio management service (PMS) strategy run by WHITE STONE FINANCIAL ADVISORS PRIVATE LIMITES, launched on 17 Nov 2025. As of 30 Sep 2026, it manages ₹85.31 Cr of client assets and is benchmarked against the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Hardik I Jain.
AUM
₹85.31 Cr
Fund manager
Hardik I Jain
Minimum investment
₹50 Lakhs
Data as of
30 Sep 2026
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.
Fund Manager
Hardik I Jain
Assets (AUM)
₹85.31 Cr
Benchmark Index
BSE 500 TRI
Inception Date
17/11/2025
Trailing Returns
Trailing returns (as of 30 Sep 2026)
Period
Return
1 Month
-6.28%
3 Months
-5.26%
Since Inception
-15.47%
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.
Frequently asked questions about White Stone ValueEdge Fund
What are the returns of White Stone ValueEdge Fund?
White Stone ValueEdge Fund has returned -15.47% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Who manages White Stone ValueEdge Fund?
White Stone ValueEdge Fund is managed by Hardik I Jain at White Stone Financial Advisors Limites. The strategy manages ₹85.31 Cr of client assets as of 30 Sep 2026.
What is the AUM of White Stone ValueEdge Fund?
White Stone ValueEdge Fund manages ₹85.31 Cr of client assets as of 30 Sep 2026.
What is the minimum investment for White Stone ValueEdge Fund?
The minimum investment for White Stone ValueEdge Fund is ₹50 Lakhs.
When was White Stone ValueEdge Fund launched?
White Stone ValueEdge Fund was launched on 17 Nov 2025.