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AD-ASTRA
AD-ASTRA

AD-ASTRA

  • Svobodha Infinity Investment Advisors Pvt Ltd
  • Multi Cap AND Flexi Cap
  • 10
    Out of 230*
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Portfolio age1 year, 10 months
3.08%
3.68%
Hurdle Rate**S&P BSE 500
Fixed fee2.50%
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 30/06/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
Allocation by Market Cap
Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

Aditya Ranade
  • Manager Rank Out of 164
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUM24.06
  • Highest Return In 1 Yr17.32%
Profile

Other Schemes
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AD-ASTRA
AUM (₹ Cr)
₹24.06 Cr
Hurdle Rate
S&P BSE 500
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
163 Out of 250
Fixed Fee
2.50%
Scheme Return
3.08%
Benchmark Return
3.68%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
24.06
(As on Jun, 2025)
Inception Date
Sep 27, 2023
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 3.00% if redeemed in 0-1 year, 2.00% if redeemed in > 1-2 years, 1.00% if redeemed in > 2-3 years, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
2.50%
Variable Fee
1.75%
Hurdle Rate
S&P BSE 500
Profit Sharing
30% sharing over S&P BSE 500 hurdle
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bt_logoINVESTMENT PHILOSOPHY

Objective

The Ad Astra Fund is one of the world’s first fully automated long term investment fund with the primary objective of creating long term capital appreciation.

Investment Approach

The Ad Astra Fund is powered by APART (Advanced Process Automation & Research Technology), an AI-based investment research engine curated by the Portfolio Manager. The Portfolio Manager has pioneered end-to-end investment research automation for its investment advisory division & plans to bring this expertise to portfolio management services, where it can make investment decisions with greater discretion. It is the Portfolio Manager’s flagship fund with an aggressive, sector & market cap agnostic philosophy.

bt_logoCalculators

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
AD-ASTRA
AUM (₹ Cr)
₹24.06 Cr
Hurdle Rate
S&P BSE 500
Benchmark
S&P BSE 500 TRI
Category Rank
162 Out of 250
Fixed Fee
2.50%
Scheme Return
3.08%
Benchmark Return
3.68%
Multicap
AUM (₹ Cr)
₹81.41 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 250
Fixed Fee
1.25%
Scheme Return
19.41%
Benchmark Return
3.68%
2Point2 Capital - Long Term Value Fund
AUM (₹ Cr)
₹1,683.07 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 250
Fixed Fee
No Option
Scheme Return
12.1%
Benchmark Return
3.7%
Maxiom PMS - GEM
AUM (₹ Cr)
UNDISC.
Hurdle Rate
6% or 25%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 250
Fixed Fee
2.50%
Scheme Return
7.94%
Benchmark Return
3.37%
NJ AMC - Multicap
AUM (₹ Cr)
₹758.63 Cr
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 250
Fixed Fee
2.00%
Scheme Return
7.85%
Benchmark Return
3.37%
Carnelian - Bespoke Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 250
Fixed Fee
1.50%
Scheme Return
7.57%
Benchmark Return
3.68%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Svobodha Infinity Investment Advisors Pvt Ltd
Svobodha Infinity Investment Advisors Pvt Ltd manages assets worth Rs 24.06 crores. Its current offering of PMS schemes includes 1 Multi Cap And Flexi Cap scheme.

AUM (₹ cr)

24.06 (As on Jun, 2025)

Number of Schemes

1
Schemes From This AMC
  • table
  • Grid
Compare
AD-ASTRA
AUM (₹ Cr)
₹24.06 Cr
Hurdle Rate
S&P BSE 500
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
163 Out of 250
Fixed Fee
2.50%
Scheme Return
3.08%
Benchmark Return
3.68%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of AD-ASTRA?
The hurdle rate of AD-ASTRA is S&P BSE 500.
What is the fixed fee charged in AD-ASTRA ?
The fixed fee charged in AD-ASTRA is 2.50%.
What is the variable fee charged in AD-ASTRA ?
The variable fee charged in AD-ASTRA is 1.75%.
What is the profit sharing in AD-ASTRA ?
The profit sharing in AD-ASTRA is 30% sharing over S&P BSE 500 hurdle.
What is the minimum investment in AD-ASTRA ?
The minimum investment in AD-ASTRA is ₹50 Lacs
What type of scheme is AD-ASTRA?
AD-ASTRA is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of AD-ASTRA?
The inception date of AD-ASTRA is Sep 27, 2023.
What is the exit load of AD-ASTRA?
Exit load is 3.00% if redeemed in 0-1 year, 2.00% if redeemed in > 1-2 years, 1.00% if redeemed in > 2-3 years, 0% thereafter.

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