A concentrated, small & midcap portfolio built on the FYERS Pillars of Prosperity (PoP) model, where every business earns its place on the basis of people and price, not just price alone.
Performance
Concentrated exposure to India's small and midcap universe, where structural growth is often most mispriced.
Every holding clears our six-check quality gate before it earns a place in the portfolio. No exceptions.
Positions are sized and scaled as the gap between value and price closes patiently, in stages.
Strategy Overview
The strategy aims to identify opportunities predominantly in the small and mid cap space, based on our in-house Pillars of Prosperity (PoP) model, generating capital appreciation and appropriate risk-adjusted returns for investors.
Minimum Investment
₹50 Lakh
Recommended Horizon
3-5 years
Benchmark
S&P BSE 500 TRI
Inception Date
23rd Sept 2024
Our Framework
What we look for
How we do it
What we look for
How we do it
What we look for
How we do it
What we look for
How we do it
Fee structure
Client aligned, with clawback provision
FIXED
1.5%p.a
1.5% p.a., charged quarterly on daily average AUM
PERFORMANCE
15%over 15% hurdle
15% over a 15% p.a. hurdle. High water mark applicable
On any negative return year, fixed fee is offset against future performance fees
EXIT LOAD
Nil
Zero penalty to exit. Liquidity is your right, not our privilege to grant
The Partnership
Transparent fixed & performance-linked fees, disclosed upfront. No hidden charges, ever.
What you see is what you pay.
Detailed portfolio reviews every quarter, & deep-dive investor webinars conducted half-yearly.
You stay informed. Always.
A dedicated support for all queries/reviews.
You will never be passed around.
