SHADE VALUE FUND
SHADE VALUE FUND is a Equity Portfolio Management Service launched by Shade Capital Private Limited on February 2012. Managed by JAGVIR SINGH FAUZDAR, the fund holds ₹88 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh, with a AMC : 1%% fixed fee and HURDLE : 8% PROFIT SHARING : 20%% performance fee. Trailing returns: 14.31% (1Y), 24.27% CAGR (3Y), 17.5% since inception. Performance data as of July 2026.
Learn
SHADE VALUE FUND
Shade Capital Private Limited
87.78 CR AUM
SHADE VALUE FUND
Shade Capital Private Limited
87.78 CR AUM
BSE 500 TRI
Benchmark
14yr 4mo
Age
EQUITY
Strategy
AMC : 1%
Fixed Fees
HURDLE : 8%
PROFIT SHARING : 20%
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
14yr 4mo
Age
EQUITY
Strategy
AMC : 1%
Fixed Fees
HURDLE : 8%
PROFIT SHARING : 20%
Variable Fees
NIL
Exit Load
jagvir singh fauzdar
Fund Manager
EQUITYStrategies
He is a key Director and promoter at Shade Capital Private Limited and a Fund Manager and often listed as a contact person for the firm, which manages the Shade Value Fund.
pawan kumar
Fund Manager
EQUITYStrategies
1OF2
What is this fund's investment objective?
TO GENERATE CAPITAL APPRECIATION IN THE LONG TERM
How has SHADE VALUE FUND performed?
Loading
Unlock all metrics
Login to see the live performance and return
Wealth Creation Calculator
1M IA return
6.87%
1M benchmark return
1.73%
Alpha
5.14%
1M Wealth multiple
1.07x
How has this fund performed vs its benchmark?
2026
2026
Loading
Unlock all metrics
Login to see the live performance and return
Wealth Creation Calculator
1M IA return
6.87%
1M benchmark return
1.73%
Alpha
5.14%
1M Wealth multiple
1.07x
Similar Investment Approaches
Enam India Equity Portfolio
Enam Asset Management Company Private Limited
₹21,708.57 Cr
EQ
Q India Value Equity Strategy - Constrained V
Quantum Advisors Private Limited
₹15,673.55 Cr
EQ
Customised Discretionary Portfolio - Equity
360 One Asset Management Limited
₹14,727.93 Cr
EQ
Icici Prudential Pms Contra Strategy
Icici Prudential Asset Management Company Ltd
₹13,837.43 Cr
EQ
Valuequest Alpha
Valuequest Investment Advisors Pvt. Ltd.
₹11,991.76 Cr
EQ