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ithought - SPHERE
ithought - SPHERE

ithought - SPHERE

  • ithought Financial Consulting LLP
  • MULTI ASSET
  • 2
    Out of 11*
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Portfolio age3 years, 7 months
1.75%
2.41%
Hurdle Rate**0.00%
Fixed fee1.50%
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
No Data Available

bt_logoDETAILED PORTFOLIO

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

bt_logoPORTFOLIO MANAGERS

Shyam Sekhar
  • Manager Rank2 Out of 11
    i
    Rank is based on 3-year return
  • Schemes Managed5
  • Total AUM2850.28
  • Highest Return In 1 Yr21.06%
Profile

Mr Shyam Sekhar has more than 3 decades of investing experience in franchise based high growth businesses. He follows a value-based approach to investing. His focus is on identifying investment opportunities in emerging companies through a sound research driven process. His strengths include exposure to multiple industries as a research analyst, creating large sized portfolios and investing across market cycles.

Other Schemes
  • table
  • Grid
Compare
ithought - VRDDHI
AUM (₹ Cr)
₹417.08 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
SMALL CAP
Category Rank
10 Out of 25
Fixed Fee
No Option
Scheme Return
4.01%
Benchmark Return
3.68%
ithought - SOLITAIRE
AUM (₹ Cr)
₹1,566.66 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
173 Out of 250
Fixed Fee
1.50%
Scheme Return
2.81%
Benchmark Return
3.68%
ithought - TRUBLU
AUM (₹ Cr)
₹87.10 Cr
Hurdle Rate
6.00%
Benchmark
Nifty 50 TRI
Category
LARGE CAP
Category Rank
20 Out of 24
Fixed Fee
1.00%
Scheme Return
2.61%
Benchmark Return
3.37%
NIO
AUM (₹ Cr)
₹98.82 Cr
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 1
Category
MULTI ASSET
Category Rank
13 Out of 20
Fixed Fee
1.50%
Scheme Return
1.88%
Benchmark Return
2.41%
ithought - SPHERE
AUM (₹ Cr)
₹680.62 Cr
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 1
Category
MULTI ASSET
Category Rank
15 Out of 20
Fixed Fee
1.50%
Scheme Return
1.75%
Benchmark Return
2.41%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
680.62
(As on Jun, 2025)
Inception Date
Dec 16, 2021
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 0%
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
1.50%
Variable Fee
No Option
Hurdle Rate
No Option
Profit Sharing
No Option
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bt_logoINVESTMENT PHILOSOPHY

Objective

To invest across multiple asset classes and to provide a holistic investment structure to every client’s portfolio. The fund would adopt a Top-down approach to track Global Macro trends and go where the opportunity lies.

Investment Approach

The investment strategy will follow a high quality investment approach. Our strategy would be to buy these assets at reasonable valuations to give the investor a superior investment experience.

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
ithought - SPHERE
AUM (₹ Cr)
₹680.62 Cr
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 1
Category Rank
15 Out of 20
Fixed Fee
1.50%
Scheme Return
1.75%
Benchmark Return
2.41%
MULTI ASSET
AUM (₹ Cr)
₹56.28 Cr
Hurdle Rate
10%
Benchmark
NSE Multi Asset Index 2
Category Rank
1 Out of 20
Fixed Fee
2.50%
Scheme Return
4.35%
Benchmark Return
2.41%
UpperCrust Growth Fund
AUM (₹ Cr)
₹42.72 Cr
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 2
Category Rank
2 Out of 20
Fixed Fee
2.75%
Scheme Return
3.55%
Benchmark Return
2.41%
Narnolia - Multi Asset Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 20
Fixed Fee
2.50%
Scheme Return
3.53%
Benchmark Return
3.37%
Multi Asset Dynamic Portfolio Alpha
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10% or 10%
Benchmark
NSE Multi Asset Index 1
Category Rank
4 Out of 20
Fixed Fee
2.50%
Scheme Return
3.48%
Benchmark Return
2.41%
Purnartha One Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
25% or 10%
Benchmark
NSE Multi Asset Index 2
Category Rank
5 Out of 20
Fixed Fee
1.75%
Scheme Return
3.28%
Benchmark Return
2.28%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

ithought Financial Consulting LLP
ithought Financial Consulting LLP manages assets worth Rs 3220.04 crores. Its current offering of PMS schemes includes 1 Small Cap, 1 Multi Cap And Flexi Cap, 1 Large Cap and 2 Multi Asset schemes.

AUM (₹ cr)

3,220.04 (As on Jun, 2025)

Number of Schemes

5
Schemes From This AMC
  • table
  • Grid
Compare
ithought - VRDDHI
AUM (₹ Cr)
₹417.08 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
SMALL CAP
Category Rank
10 Out of 25
Fixed Fee
No Option
Scheme Return
4.01%
Benchmark Return
3.68%
ithought - SOLITAIRE
AUM (₹ Cr)
₹1,566.66 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
173 Out of 250
Fixed Fee
1.50%
Scheme Return
2.81%
Benchmark Return
3.68%
ithought - TRUBLU
AUM (₹ Cr)
₹87.10 Cr
Hurdle Rate
6.00%
Benchmark
Nifty 50 TRI
Category
LARGE CAP
Category Rank
20 Out of 24
Fixed Fee
1.00%
Scheme Return
2.61%
Benchmark Return
3.37%
NIO
AUM (₹ Cr)
₹98.82 Cr
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 1
Category
MULTI ASSET
Category Rank
13 Out of 20
Fixed Fee
1.50%
Scheme Return
1.88%
Benchmark Return
2.41%
ithought - SPHERE
AUM (₹ Cr)
₹680.62 Cr
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 1
Category
MULTI ASSET
Category Rank
15 Out of 20
Fixed Fee
1.50%
Scheme Return
1.75%
Benchmark Return
2.41%
*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 ithought - SPHERE?
There is no option for Hurdle rate.
What is the fixed fee charged in ithought - SPHERE ?
The fixed fee charged in ithought - SPHERE is 1.50%.
What is the variable fee charged in ithought - SPHERE ?
There is no option for Variable fee.
What is the profit sharing in ithought - SPHERE ?
There is no option for Profit sharing.
What is the minimum investment in ithought - SPHERE ?
The minimum investment in ithought - SPHERE is ₹50 Lacs
What type of scheme is ithought - SPHERE?
ithought - SPHERE is an Multiasset scheme. It falls in the MULTI ASSET category.
What is the inception date of ithought - SPHERE?
The inception date of ithought - SPHERE is Dec 16, 2021.
What is the exit load of ithought - SPHERE?
Exit load is 0%

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