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Growth Plus Value Investing

Growth Plus Value Investing is a Equity Portfolio Management Service launched by Jeetay Investments Pvt Ltd on July 2004. Managed by Chetan Jitendra Parikh, the fund holds ₹468 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh, with a Fixed Fees : 0% or 1% or 1.25% or 1.5% or 2.5% % fixed fee and Fixed Fees: 0% or 1% or 1.25% or 1.5% or 2.5% Hurdle: 6% (discounts given to the few clients as per AUM) Profit Sharing: 20% or 25%% performance fee. Trailing returns: -4.2% (1Y), 10.42% CAGR (3Y), 14.15% since inception. Performance data as of July 2026.

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Growth Plus Value Investing

Jeetay Investments Pvt Ltd

468.46 CR AUM

Growth Plus Value Investing

Growth Plus Value Investing

Jeetay Investments Pvt Ltd

468.46 CR AUM

BSE 500 TRI
Benchmark
22yr 0mo
Age
EQUITY
Strategy
Fixed Fees : 0% or 1% or 1.25% or 1.5% or 2.5%
Fixed Fees
Fixed Fees: 0% or 1% or 1.25% or 1.5% or 2.5% Hurdle: 6% (discounts given to the few clients as per AUM) Profit Sharing: 20% or 25%
Variable Fees
Zero/Nil
Exit Load
BSE 500 TRI
Benchmark
22yr 0mo
Age
EQUITY
Strategy
Fixed Fees : 0% or 1% or 1.25% or 1.5% or 2.5%
Fixed Fees
Fixed Fees: 0% or 1% or 1.25% or 1.5% or 2.5% Hurdle: 6% (discounts given to the few clients as per AUM) Profit Sharing: 20% or 25%
Variable Fees
Zero/Nil
Exit Load
Fund manager

chetan jitendra parikh

Fund Manager
EQUITYStrategies

Market veteran and holder of an MBA in Finance from the Wharton School of Business

Market veteran and holder of an MBA in Finance from the Wharton School of Business

What is this fund's investment objective?

The Portfolio Manager follows the value investment philosophy, which means that the objective is to buy a security trading at a discount to its intrinsic value.

How has Growth Plus Value Investing performed?

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Wealth Creation Calculator

1M IA return
6.10%
1M benchmark return
1.73%
Alpha
4.37%
1M Wealth multiple
1.06x

How has this fund performed vs its benchmark?

2026
2026
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Wealth Creation Calculator

1M IA return
6.10%
1M benchmark return
1.73%
Alpha
4.37%
1M Wealth multiple
1.06x

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