← ASHIMA CAPITAL MANAGEMENT LIMITEDInvestment Approach

LONG HERITAGE VALUE FUND

Managed by KRISHNACHINTAN CHINTAN PARIKH at ASHIMA CAPITAL MANAGEMENT LIMITED — Our objective is to generate alpha returns for our clients through a risk neutral, buy and hold strategy and selecting 5-15 stocks using a fundamental value approach.

EquityDiscretionary₹294 Cr AUMSEBI · INP000009153

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Performance · vs Benchmark

Trailing returns

Investment approach vs BSE 500 TRI. Figures >1 year are annualised. Official figures, updated monthly.

LONG HERITAGE VALUE FUNDBSE 500 TRI₹1 Cr → ₹1.10 Cr

6M-8.9%

1Y+5.5%

1M-7.6%BM -0.1%α -7.5

3M-10.9%BM +3.9%α -14.8

6M-8.9%BM +1.4%α -10.3

1Y+5.5%BM +4.7%α +0.8

3Y · CAGR0.0%BM 0.0%α 0.0

5Y · CAGR0.0%BM 0.0%α 0.0

Approach

The objective

Our objective is to generate alpha returns for our clients through a risk neutral, buy and hold strategy and selecting 5-15 stocks using a fundamental value approach.

Fund manager

KRISHNACHINTAN CHINTAN PARIKH7.00' experience

Emailkrishna.parikh@ashimacapital.com
Phone9925008134

Terms & Turnover

The fine print

BenchmarkBSE 500 TRI

Service typeDiscretionary

Min investment₹50,00,000

Inception2025 · 1 yr

IA registered03-03-2025

AUM as of31-08-2026

APMI IA ID2038

Fixed feeFIXED MANAGEMENT FEES: 2.5%

Variable feeFIXED MANAGEMENT FEES: 1% HURDLE RATE: 7% PERFORMANCE FEES: 20%

Exit load1st Year: 3% 2nd Year: 2% 3rd Year: 1%

Portfolio turnover79% (1Y) · 0% (1M)

Every figure above is official, updated monthly.

Disclaimer: Some data fields may appear blank because the respective Portfolio Manager has not updated or submitted the information to the APMI database. The information presented is based on the latest data available through the APMI API and is subject to updates by the respective Portfolio Managers.

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