IA Insight Report
IA Insight REPORT

Sparkling Gems

Investment Approach Details

₹0.75

(AUM CR)
   

TRADESWIFT BROKING PRIVATE LIMITED

BSE 500 TRI

Equity

Equity

09/10/2025

1 Months

5000000

Rs. 50 lakhs to 5 crore - 2.5% P.A. Above 5 crore - 2% P.A. Hurdle Rate - NA

Rs. 50 Lakhs to 5 crore - 20% Above 5 crore - 17.5% Hurdle Rate - NIL

2% of NAV - Exit before 12 months 1.5% of NAV - Exit before 24 months 1% of NAV - Exit before 36 months NIL - Exit after 36 months

   

The investment objective of the approach is to generate alpha and risk-adjusted returns for clients by investing in a benchmark-agnostic small cap portfolio with a bias towards companies generally classified in small cap market capitalization thereby creating a market cap-agnostic portfolio, with higher allocation towards re-rating prospects.

Fund Manager Details

MANISH AGARWAL

NA

NA

NA

NA

No Image

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/10/2025

NA

NA