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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 | −4.0% | −5.6% | +1.6% |
| 3 Months | +1.6% | −3.6% | +5.2% |
| 6 Months | +24.9% | +8.1% | +16.8% |
| 1 Year | +5.3% | −2.3% | +7.6% |
|---|
| 2 Years | +0.8% | −3.9% | +4.7% |
|---|
| 3 Years (CAGR) | +12.1% | +9.2% | +2.9% |
|---|
| 4 Years (CAGR) | +16.1% | +11.2% | +4.8% |
|---|
| 5 Years (CAGR) | +12.7% | +8.9% | +3.8% |
|---|
| Since launch | +15.9% | +11.7% | +4.3% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 66-month window · Source: Computed from NAV history
Maximum drawdown: 22.9%
Envision Capital’s story and investment philosophy are on the Envision Capital firm page.
Nilesh Shah
Founder
Nilesh Shah is the Founder of Envision Capital, a leading investment management institution focused on providing Portfolio Management Services (PMS). He is highly regarded for his stock-picking skills and for identifying growth-oriented capital efficient businesses with a long-term perspective. Nilesh has over 32 years of experience in Indian credit and equity markets, with about 15 years of working with two of India's leading home grown financial institutions - HDFC group and Kotak group. He joined Kotak group as an Executive and soon became Executive Director at Kotak Securities and President, Kotak Asset Management. He also became the youngest member of the Kotak Leadership Team comprised of the group's top 30 employees.
Registration No
INP000003575
Fund Manager
Ms.Vidhi Mahesh Buch
Principal Officer
Ms.Vidhi Mahesh Buch
Inflow
₹0.00 Cr
Outflow
₹0.64 Cr
Net
₹-0.64 Cr
Not reported — complaint data for this strategy isn't available yet.
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