Arth Long Term Owner's Approach
Arth Long Term Owner's Approach is a Equity Portfolio Management Service launched by Arth Portfolio Management Private Limited on April 2024. Managed by Niraj Bardia, the fund holds ₹40 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh, with a NIL% fixed fee and AMC: 0.25% Hurdle: 10% Profit Sharing: 25%% performance fee. Trailing returns: 9.64% (1Y), 7.63% since inception. Performance data as of July 2026.
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Arth Long Term Owner's Approach
Arth Portfolio Management Private Limited
39.53 CR AUM
Arth Long Term Owner's Approach
Arth Portfolio Management Private Limited
39.53 CR AUM
BSE 500 TRI
Benchmark
2yr 3mo
Age
EQUITY
Strategy
NIL
Fixed Fees
AMC: 0.25%
Hurdle: 10%
Profit Sharing: 25%
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
2yr 3mo
Age
EQUITY
Strategy
NIL
Fixed Fees
AMC: 0.25%
Hurdle: 10%
Profit Sharing: 25%
Variable Fees
NIL
Exit Load
niraj bardia
Fund Manager
EQUITYStrategies
Niraj Bardia is the founder, Managing Director, and Portfolio Manager
What is this fund's investment objective?
Investing with a business-owner like mindset and adopting a long-term focused investment philosophy towards wealth creation.
How has Arth Long Term Owner's Approach performed?
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1M IA return
8.95%
1M benchmark return
1.73%
Alpha
7.22%
1M Wealth multiple
1.09x
How has this fund performed vs its benchmark?
2026
2026
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1M IA return
8.95%
1M benchmark return
1.73%
Alpha
7.22%
1M Wealth multiple
1.09x
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