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% | +5.0% |
| 3 Months | −2.8% | −3.6% | +0.8% |
| 6 Months | +41.9% | +8.1% | +33.8% |
| 1 Year | +19.7% | −2.3% | +22.1% |
|---|
| 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 | +19.7% | +11.7% | +8.0% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 16-month window · Source: Computed from NAV history
Maximum drawdown: 17.6%
VEC Assago Capital’s story and investment philosophy are on the VEC Assago Capital firm page.
Arun Mehra
Founder
Arun Mehra has been investing in India since 1997. As, Head of Investment Strategy & Portfolio Manager he setup Fidelity International's India Investment Operation from 2003 -2006 including setting up the India based equity research group, the investment process for top 500 stocks, launching the International and Domestic India Funds and managed $4bn in Indian equities. These were the first Fidelity funds launched for India both onshore and offshore. During this time, Arun was one of the early investors in the small and mid cap space. Post that, he moved to London to manage the India dedicated funds. From the London office, Mr. Arun Mehra was responsible for managing Fidelity's offshore Indian equity portfolios, including the Fidelity Funds (FF) India Focus Fund as Portfolio Manager. He also managed an institutional account for one of the large European sovereign fund and smaller India funds from Korea and Australia. Mr. Arun Mehra received an MBA from the University of Chicago, and M.Sc. from the University of Arizona and a Bachelors of Engineering from the University of Delhi.
Ashish Gurnani
Founder
Mr. Ashish Gurnani received an MBA in Marketing and Finance from Northeastern University, Boston (USA)
C P Gurnani
AdvisorAdvisor
Widely known as CP Gurnani, he is the former Chief Executive Officer and Managing Director of Tech Mahindra, a role he held from December 2012 to December 2023. He retired on 19 December 2023, after more than a decade leading one of India's most prominent technology and digital transformation companies. He is best known for his leadership during one of India's most complex corporate rescues, the integration of Satyam Computer Services with Tech Mahindra in the aftermath of the 2009 crisis. As the CEO of Mahindra Satyam, Gurnani led the turnaround that stabilised operations, rebuilt customer trust, and prepared the entity for its eventual merger with Tech Mahindra in 2013. Recognised for his energetic leadership and industry influence, Gurnani has received several accolades, including honours from Business Today and BusinessWorld.
Registration No
INP000008701
Fund Manager
Mr.Rajendra Sadanand Khatu
Principal Officer
Mr.Rajendra Sadanand Khatu
Inflow
₹45.10 Cr
Outflow
₹0.00 Cr
Net
₹45.10 Cr
Not reported — complaint data for this strategy isn't available yet.
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