PMS for PFs and Special Mandates
ENAM India Equity
GOI MANDATE
Q India Value Equity Strategy - Constrained V
ICICI Prudential PMS Contra Strategy
CUSTOMISED DISCRETIONARY PORTFOLIO - EQUITY
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Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Past performance is not indicative of future returns. All returns are time-weighted (TWRR). Investments in securities markets are subject to market risks. Read all the related documents carefully before investing.
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
| Period | This strategy | S&P BSE 500 TRI | Difference |
|---|---|---|---|
| 1 Month | +1.1% | −5.6% | +6.6% |
| 3 Months | +9.0% | −3.6% | +12.6% |
| 6 Months | +41.7% | +8.1% | +33.7% |
| 1 Year | +24.4% | −2.3% | +26.7% |
|---|
| 2 Years | 0.0% | −3.9% | +3.9% |
|---|
| 3 Years (CAGR) | 0.0% | +9.2% | −9.2% |
|---|
| 4 Years (CAGR) | 0.0% | +11.2% | −11.2% |
|---|
| 5 Years (CAGR) | 0.0% | +8.9% | −8.9% |
|---|
| Since launch | +19.2% | +11.7% | +7.5% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 22-month window · Source: Computed from NAV history
Maximum drawdown: 14.2%
Clearview Capital Advisors’s story and investment philosophy are on the Clearview Capital Advisors firm page.
Ayush Vimal
Co-Founder
Ayush has more than a decade of experience in the financial services domain across Investment Banking, Taxation and Assurance. In his last role, he was working in the Investment Banking team at Citi where he was advising top global Private Equity funds and large corporates on acquisitions, divestments and IPOs and was rated the top of his batch. He has been involved in advising on deals with a potential value of more than US$20bn across telecom, infrastructure and consumer sectors. Ayush has an MBA from IIM Ahmedabad and B.Com (Hons) from St. Xaviers' College, Kolkata. He is also a Chartered Accountant and Company Secretary. Besides investing, Ayush is passionate about reading, writing, swimming and is an ardent follower of Roger Federer.
Vedant Bagry
Co-Founder
Vedant has more than a decade of experience in the financial services domain across Investment Banking, Broking and Assurance. In his last role, he was working with J.P. Morgan in their Investment Banking division where he was advising top global Private Equity funds and large corporates on acquisitions, divestments and IPOs and was rated the top of his batch. He has been involved in deals totalling over ~US$12bn across financial services and infrastructure sectors. Vedant has an MBA from IIM Calcutta and B.Com (Hons) from St. Xaviers' College, Kolkata. He is also a CFA Charterholder, Chartered Accountant and Company Secretary. Besides investing, Vedant is passionate about reading, travelling, cricket.
Registration No
INP000009029
Fund Manager
Mr.Vedant Bagry
Principal Officer
Mr.Vedant Bagry
Inflow
₹3.40 Cr
Outflow
₹0.00 Cr
Net
₹3.40 Cr
Not reported — complaint data for this strategy isn't available yet.
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