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V.E.C ASSAGO Small and Mid-Cap Growth Bespoke Discretionary PMS

V.E.C ASSAGO Small and Mid-Cap Growth Bespoke Discretionary PMS is a Equity Portfolio Management Service launched by V.E.C ASSAGO CAPITAL MANAGEMENT LLP on June 2025. Managed by RAJENDRA KHATU, the fund holds ₹142 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh. Trailing returns: 24.66% (1Y), 28.49% since inception. Performance data as of July 2026.

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V.E.C ASSAGO Small and Mid-Cap Growth Bespoke Discretionary PMS

V.E.C ASSAGO CAPITAL MANAGEMENT LLP

141.60 CR AUM

V.E.C ASSAGO Small and Mid-Cap Growth Bespoke Discretionary PMS

V.E.C ASSAGO Small and Mid-Cap Growth Bespoke Discretionary PMS

V.E.C ASSAGO CAPITAL MANAGEMENT LLP

141.60 CR AUM

BSE 500 TRI
Benchmark
1yr 0mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
1yr 0mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

rajendra khatu

Fund Manager
EQUITYStrategies

Rajendra Khatu is a seasoned finance professional with over 21 years of experience in the asset management industry and is a founding partner/designated partner.

Rajendra Khatu is a seasoned finance professional with over 21 years of experience in the asset management industry and is a founding partner/designated partner.

What is this fund's investment objective?

The focus of this investment approach is to execute a high conviction investment strategy through intense proprietary research with a clear focus on high growth companies. The stock 23 selection to achieve this objective will be based purely on client's returns expectations, risk appetite. This approach seeks superior returns through intense proprietary research on well-run yet inexpensive companies early in their growth cycle that have strong brands and franchises, many of which are tapping into aspirational consumer trends.

How has V.E.C ASSAGO Small and Mid-Cap Growth Bespoke Discretionary PMS performed?

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1M IA return
6.59%
1M benchmark return
1.73%
Alpha
4.86%
1M Wealth multiple
1.07x

How has this fund performed vs its benchmark?

2026
2026
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Wealth Creation Calculator

1M IA return
6.59%
1M benchmark return
1.73%
Alpha
4.86%
1M Wealth multiple
1.07x

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