Strategic Equity
Strategic Equity is a Equity Portfolio Management Service launched by Jain Investment Advisors Pvt Ltd on August 2016. Managed by Vinod Jain, the fund holds ₹1236 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹500000 lakh. Trailing returns: -4.45% (1Y), 16.88% CAGR (3Y), 11.74% since inception. Performance data as of August 2026.
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Strategic Equity
Jain Investment Advisors Pvt Ltd
1,235.85 CR AUM
Strategic Equity
Jain Investment Advisors Pvt Ltd
1,235.85 CR AUM
BSE 500 TRI
Benchmark
9yr 10mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
9yr 10mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
vinod jain
Fund Manager
EQUITYStrategies
What is this fund's investment objective?
Capital Appreciation by investing in a diverse sectors and betting on high conviction stocks.
How has Strategic Equity performed?
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1M IA return
2.45%
1M benchmark return
1.73%
Alpha
0.72%
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
2.45%
1M benchmark return
1.73%
Alpha
0.72%
1M Wealth multiple
1.02x
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