PMS · Equity · Multi-Cap

SPVH Ascent Fund

Capturing India's Industrial Renaissance — Quality Growth at the Heart of New India's Ascent.

A multi-cap, long-only PMS strategy that invests in the businesses at the epicentre of India's industrial transformation — anchored in structural megatrends and protected by a rule-based cycle-awareness protocol.

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25–30%

Target CAGR

Net of fees · 3–5 year horizon

₹50 Lakhs

Minimum Ticket

20–25

Portfolio Stocks

<18%

Max Drawdown

BSE 500 TRI

Benchmark

Investment Philosophy

Quality Is a Prerequisite. Growth Is the Mandate.

“

We invest in companies at the epicentre of India's industrial transformation — businesses that are not just growing, but becoming irreplaceable in the new economic order. Quality is not a preference; it is a prerequisite. Growth is not optional; it is the mandate.

Strategy Snapshot

Mandate at a Glance.

Strategy Type

Multi-Cap · Equity · Long-Only

Benchmark

BSE 500 TRI

Portfolio Size

20–25 Stocks

Minimum Ticket

₹50 Lakhs

Investment Horizon

3–5 Years (Recommended)

Custodian

HDFC / ICICI · Direct demat in investor's name

Proprietary Framework

The IMPACT Framework.

Six disciplined pillars that fuse structural India conviction with management quality, earnings rigour, valuation discipline, and a rule-based cycle protocol.

India-First Thematic Lens70% core allocation to structural New India themes: manufacturing, defence, EMS, capital goods, domestic financial services — megatrends, not sectors.

Management Quality ScoreProprietary 8-point governance and capital-allocation scorecard. Filters for exceptional promoter-manager alignment and track record.

Profit Trajectory AnalysisInvest only where EPS can double within 3 years. Earnings momentum validated by a sector-level model, not consensus estimates.

Adequate Margin of SafetySatellite 30% allocation: opportunistic / contrarian picks. Entry only when forward P/E is ≤60% of addressable growth optionality.

Cycle Awareness ProtocolPredefined macro signals trigger defensive repositioning: reduce to 12–14 stocks, raise cash to 20–25%, hedge via index puts. Rule-based, not discretionary.

Thesis Review CadenceQuarterly thesis review for all holdings. Exit discipline: if the original thesis breaks — not the price — we exit regardless of MTM.

Portfolio

Target Sector Allocation.

Industrial / Capital Goods

20%

Defence & Aerospace

15%

Financial Services (Non-Bank)

15%

Technology & Digital Infrastructure

12%

Specialty Chemicals / Materials

Consumption / Retail

Healthcare / Pharma

Cash / Tactical Reserve

5–15%

The Ascent Edge

What Sets This Strategy Apart.

Theme + Cycle in One Engine

The IMPACT framework fuses macro-cycle triggers with structural New India theme conviction — a reproducible, auditable alpha engine rather than a single-factor bet.

Rule-Based Downside Protection

A predefined cycle-awareness protocol raises cash and adds hedges at macro stress signals — protecting capital without relying on discretionary timing.

Concentrated Yet Diversified

A 20–25 stock portfolio is concentrated enough for conviction but diversified enough to materially reduce single-stock blow-up risk.

Scalable Without Diluting Edge

Multi-cap flexibility preserves upside while remaining scalable to ₹3,000 Cr — capacity that capacity-constrained small-cap-only peers cannot match.

Fees, Structure & Risk

Terms & Risk Architecture.

Management Fee

1.75% per annum (fixed)

Performance Fee

20% above 12% hurdle (high watermark)

Exit Load

2% (0–12M) · 1% (12–24M) · Nil thereafter

Strategy Capacity

Scalable to ~₹3,000 Cr

Ownership

Direct demat in investor's name · full transparency

Reporting

Monthly statements · Quarterly attribution review

≥25%

Target CAGR

<18%

Max Drawdown

≥1.4

Target Sharpe

20–25

Portfolio Stocks

3–5yr

Hold Period

Who It's For

Ideal Investor Profile.

Built for India-conviction investors seeking disciplined multi-cap growth with structural theme exposure and rule-based downside protection.

HNI / UHNI (₹50L+) Family Office NRI Investors India Conviction Investor 3–5 Year Horizon Moderate–High Risk Appetite First-Time PMS Investor

Interested in the Ascent Fund?

Speak with our PMS team for the detailed strategy note, onboarding process, and disclosure documents.

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Disclaimer: SPVH Ascent Fund is a proposed PMS strategy; all figures are indicative and forward-looking estimates, not guarantees. Investments in PMS are subject to market risk including possible loss of principal. Past performance of comparable strategies does not guarantee future results. Please read all strategy-related and disclosure documents carefully before investing. This page does not constitute an offer or solicitation.