IA Insight Report
IA Insight REPORT

VSPARTANS ETF PORTFOLIO

Investment Approach Details

₹0.50

(AUM CR)
   

VSPARTANS CONSULTANTS PRIVATE LIMITED

BSE 500 TRI

Equity

Equity

17/04/2026

1 Months

5000000

FIXED MANAGEMENT FEES: 2% P.A. + GST

NIL

NIL

   

The Vspartans ETF Portfolio Investment approach focuses on constructing a diversified portfolio by investing in listed Exchange Traded Funds (ETFs), including equity ETFs, Gold and Silver ETFs, as well as Real Estate Investment Trusts (REITs), with the objective of achieving optimal asset allocation, liquidity, and risk-adjusted returns. The Portfolio Manager shall adopt a disciplined and dynamic investment approach, actively managing allocations across various ETFs and REITs based on market conditions, macroeconomic developments, and relative valuation opportunities. This approach seeks to balance risk and return by maintaining liquidity, transparency, and cost efficiency inherent in exchange-traded instruments, while capturing growth opportunities across sectors and asset classes.

Fund Manager Details

ASTHA AGRAWAL

23.00 years

astha@vspartans.in

9371193166

NA

No Image

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 30/04/2026

NA

NA