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Impetus Value Portfolio

Impetus Value Portfolio is a Equity Portfolio Management Service launched by Impetus Arthasutra Pvt Lted on March 2017. Managed by APARNA PANDHARKAR, the fund holds ₹91 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh, with a Option 1 1.5% Option 2 2.5%% fixed fee and Hurdle Rate : 10% Option 1 Profit Share 15% Option 2 10%% performance fee. Trailing returns: -3.07% (1Y), 14.12% CAGR (3Y), 9.12% since inception. Performance data as of July 2026.

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Impetus Value Portfolio

Impetus Arthasutra Pvt Lted

90.60 CR AUM

Impetus Value Portfolio

Impetus Value Portfolio

Impetus Arthasutra Pvt Lted

90.60 CR AUM

BSE 500 TRI
Benchmark
9yr 3mo
Age
EQUITY
Strategy
Option 1 1.5% Option 2 2.5%
Fixed Fees
Hurdle Rate : 10% Option 1 Profit Share 15% Option 2 10%
Variable Fees
No Exit Load charged
Exit Load
BSE 500 TRI
Benchmark
9yr 3mo
Age
EQUITY
Strategy
Option 1 1.5% Option 2 2.5%
Fixed Fees
Hurdle Rate : 10% Option 1 Profit Share 15% Option 2 10%
Variable Fees
No Exit Load charged
Exit Load
Fund manager

aparna pandharkar

Fund Manager
EQUITYStrategies

A management graduate from Pune University, Aparna has been part of Impetus Arthasutra since 2004 in various important roles. She was part of the equity dealing team handling High Net Worth Investors for their cash and F&O transactions. After a brief stint on the Equity platform, she moved on to the Mutual Fund platform of Impetus in 2007. As the Vice President, she had multiple roles to play at Impetus Arthasutra, from Research of Mutual Fund Schemes, to Asset Allocation based on Investor's risk profiles to compliance aspects. She assumed the role of compliance officer at Impetus Arthasutra's PMS division before being promoted as the Principal Officer.

A management graduate from Pune University, Aparna has been part of Impetus Arthasutra since 2004 in various important roles. She was part of the equity dealing team handling High Net Worth Investors for their cash and F&O transactions. After a brief stint on the Equity platform, she moved on to the Mutual Fund platform of Impetus in 2007. As the Vice President, she had multiple roles to play at Impetus Arthasutra, from Research of Mutual Fund Schemes, to Asset Allocation based on Investor's risk profiles to compliance aspects. She assumed the role of compliance officer at Impetus Arthasutra's PMS division before being promoted as the Principal Officer.

What is this fund's investment objective?

To provide growth of capital through a blend of 'Value and Growth' Investment Strategy. Hence the name of the Investment approach Impetus Value Portfolio. Predominantly, an Equity Portfolio. Other asset classes (from the world of listed securities in Indian Capital Market) may be included based on the investment opportunities, but not exceeding 25% of the portfolio value. • Based on the individual investor's personal believes/philosophy, we may exclude certain sectors or stocks from such Individual's Portfolio. For example Portfolios based on Jainism or Sharia etc.

How has Impetus Value Portfolio performed?

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1M IA return
4.63%
1M benchmark return
1.53%
Alpha
3.10%
1M Wealth multiple
1.05x

How has this fund performed vs its benchmark?

2026
2026
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Wealth Creation Calculator

1M IA return
4.63%
1M benchmark return
1.53%
Alpha
3.10%
1M Wealth multiple
1.05x

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