Envision India Value Portdolio
Envision India Value Portdolio is a Equity Portfolio Management Service launched by Envision Capital Services Private Limited on September 2010. Managed by Nilesh Shah, the fund holds ₹53 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh. Trailing returns: 1.57% (1Y), 13.65% CAGR (3Y), 11.97% since inception. Performance data as of July 2026.
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Envision India Value Portdolio
Envision Capital Services Private Limited
53.27 CR AUM
Envision India Value Portdolio
Envision Capital Services Private Limited
53.27 CR AUM
BSE 500 TRI
Benchmark
15yr 9mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
15yr 9mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
nilesh shah
Fund Manager
EQUITYStrategies
What is this fund's investment objective?
The primary investment objective of the proposed investment approach would be to generate capital appreciation over the medium to long term by investing in equity/ equity related instruments of companies listed in the Indian equity market
How has Envision India Value Portdolio performed?
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1M IA return
1.87%
1M benchmark return
-0.17%
Alpha
2.04%
1M Wealth multiple
1.02x
How has this fund performed vs its benchmark?
2026
2026
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Wealth Creation Calculator
1M IA return
1.87%
1M benchmark return
-0.17%
Alpha
2.04%
1M Wealth multiple
1.02x
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