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 | +0.6% | −5.6% | +6.2% |
| 3 Months | +16.4% | −3.6% | +20.0% |
| 6 Months | +55.4% | +8.1% | +47.4% |
| 1 Year | +41.4% | −2.3% | +43.7% |
|---|
| 2 Years | +19.2% | −3.9% | +23.1% |
|---|
| 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 | +17.9% | +11.7% | +6.3% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 25-month window · Source: Computed from NAV history
Maximum drawdown: 15.0%
NV Alpha Fund Management’s story and investment philosophy are on the NV Alpha Fund Management firm page.
Nisarg Vakharia
Founder
A first-generation investor with 20+ years of experience creating sustainable wealth across market cycles. Previously associated for ~10 years with Lucky Investment Managers, where he identified high-conviction opportunities across sectors and themes.
Shubham Jain, CFA
Investment Team
An alumnus of IIT Madras with 7+ years of public market investing experience. Former Analyst at Lucky Investment Managers. Previously worked on data-driven process improvements for the Government of India and developed optimization algorithms at MIT Sloan.
Pawandeep Singh Bhatia
Investment Team
12+ years of experience in equity research, fund management, and wealth management. Previously associated with IL&FS Portfolio Management Services and AMBIT Wealth.
Naitik Mutha
Investment Team
5+ years of experience across family offices including the Mahansaria family office. MBA from FLAME University and CFA Level II candidate.
Surabhi Sutaria
Equity Research
MSc in Finance from Illinois Tech, Chicago. 4 years of experience as an Equity Research Analyst across family offices; previously associated with CNBC TV18.
Chirag Gothi
Equity Research
13+ years of research experience across sectors including plastics, FMCG, consumer durables, and construction materials. Formerly with Dalal Street Investment Journal and SKP Securities.
Nirali Babaria
Client Relations & Strategy
10+ years of experience across operations, sales, and marketing. Previously with Avendus Wealth Management servicing UHNWIs and family offices. Postgraduate in Finance from Welingkar Institute of Management.
Dhruvin Doshi
Investment Team
CA and CFA with MSc in Finance from University of Illinois, Urbana-Champaign. Experience includes a global hedge fund in Chicago and equity research roles at a leading Indian family office and Category III AIF.
Registration No
INP000008400
Fund Manager
Mr.Shubham Jain
Principal Officer
Mr.Shubham Jain
Inflow
₹60.10 Cr
Outflow
₹0.03 Cr
Net
₹60.07 Cr
Not reported — complaint data for this strategy isn't available yet.
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