IA Insight Report
IA Insight REPORT

Million to Billion Investment Approach

Investment Approach Details

₹0.99

(AUM CR)
   

Systematix Wealth & Asset Services Private Limited

BSE 500 TRI

Equity

Equity

15/07/2026

1 Months

5000000

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NA

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Million to Billion Investment Approach is a Discretionary PMS strategy designed to generate long-term capital
appreciation by identifying high-growth opportunities in the Mid, Small, and Micro Cap segments of the market.
The portfolio follows a bottom-up, growth-oriented approach, focusing on scalable businesses with strong potential
and emerging sectoral themes. It aims to capture alpha by investing in companies at an early stage of their growth
cycle while maintaining prudent risk management. The portfolio is sector-agnostic, though it may lean towards
new-age and innovation-driven industries based on market dynamics.

Fund Manager Details

Vijay Narayandasji Sarda

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vijaysarda@systematixgroup.in

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Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/07/2026

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