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Impetus Value Portfolio
Impetus Arthasutra Pvt Lted
83.54 CR AUM
Impetus Value Portfolio
Impetus Arthasutra Pvt Lted
83.54 CR AUM
BSE 500 TRI
Benchmark
9yr 1mo
Age
EQUITY
Strategy
Option 1
1.5%
Option 2
2.5%
Fixed Fees
Hurdle Rate : 10%
Option 1
Profit Share 15%
Option 2
10%
Variable Fees
No Exit Load charged
Exit Load
BSE 500 TRI
Benchmark
9yr 1mo
Age
EQUITY
Strategy
Option 1
1.5%
Option 2
2.5%
Fixed Fees
Hurdle Rate : 10%
Option 1
Profit Share 15%
Option 2
10%
Variable Fees
No Exit Load charged
Exit Load
aparna pandharkar
Fund Manager
EQUITYStrategies
A management graduate from Pune University, Aparna has been part of Impetus Arthasutra since 2004 in various important roles. She was part of the equity dealing team handling High Net Worth Investors for their cash and F&O transactions. After a brief stint on the Equity platform, she moved on to the Mutual Fund platform of Impetus in 2007. As the Vice President, she had multiple roles to play at Impetus Arthasutra, from Research of Mutual Fund Schemes, to Asset Allocation based on Investor's risk profiles to compliance aspects. She assumed the role of compliance officer at Impetus Arthasutra's PMS division before being promoted as the Principal Officer.
Purpose
To provide growth of capital through a blend of 'Value and Growth' Investment Strategy. Hence the name of the Investment approach Impetus Value Portfolio. Predominantly, an Equity Portfolio. Other asset classes (from the world of listed securities in Indian Capital Market) may be included based on the investment opportunities, but not exceeding 25% of the portfolio value. • Based on the individual investor's personal believes/philosophy, we may exclude certain sectors or stocks from such Individual's Portfolio. For example Portfolios based on Jainism or Sharia etc.
Investment Approach v/s Benchmark Metrics
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1M IA return
16.96%
1M benchmark return
10.36%
Alpha
6.60%
1M Wealth multiple
1.17x
Investment Approach v/s Benchmark Performance
2026
2026
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Wealth Creation Calculator
1M IA return
16.96%
1M benchmark return
10.36%
Alpha
6.60%
1M Wealth multiple
1.17x
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