Business Today
Subscribe
PMS TodayBudget 2025US NewsIndiaWeatherBT ShortsNRIEducationElection
BT India 100BT GolfBT Mindrush
Search

COMPANIES

No Data Found

NEWS

No Data Found
Advertisement
News
pms
ithought - SPHERE
ithought - SPHERE

ithought - SPHERE

  • ithought Financial Consulting LLP
  • Multi Asset
  • 2
    Out of 16*
  • Compare
    Compare
  • Share
    • Whatsapp
    • Twitter
    • Facebook
    Share
Powered by
PMS Bazaar
Portfolio age3 years, 8 months
0.22%
-0.93%
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 31/07/2025)
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

Shyam Sekhar
  • Manager Rank2 Out of 16
    i
    Rank is based on 3-year return
  • Schemes Managed5
  • Total AUM2912.75
  • Highest Return In 1 Yr15.73%
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)
₹430.40 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Small Cap
Category Rank
3 Out of 26
Fixed Fee
No Option
Scheme Return
2.87%
Benchmark Return
-2.71%
ithought - SPHERE
AUM (₹ Cr)
₹708.27 Cr
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 1
Category
Multi Asset
Category Rank
4 Out of 28
Fixed Fee
1.50%
Scheme Return
0.22%
Benchmark Return
-0.93%
NIO
AUM (₹ Cr)
₹101.25 Cr
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 1
Category
Multi Asset
Category Rank
10 Out of 28
Fixed Fee
1.50%
Scheme Return
-0.24%
Benchmark Return
-0.93%
ithought - SOLITAIRE
AUM (₹ Cr)
₹1,587.37 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
49 Out of 249
Fixed Fee
1.50%
Scheme Return
-0.37%
Benchmark Return
-2.71%
ithought - TRUBLU
AUM (₹ Cr)
₹85.46 Cr
Hurdle Rate
6.00%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
8 Out of 26
Fixed Fee
1.00%
Scheme Return
-2.71%
Benchmark Return
-2.77%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
708.27
(As on Jul, 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
SUBSCRIBE TO
BUSINESS TODAY MAGAZINE
Subscribe Now
Already a subscriber?Login

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.

bt_logoCalculators

Income Tax Calculator Lum-Sum Calculator Dividend Yield Calculator CAGR Calculator SIP Calculator FD Calculator Top-Up Calculator Latte Factor Calculator

BT Tv

Who Funded Dharmasthala Conspiracy? Tejasvi Surya Slams Karnataka Govt Over SIT3:06Who Funded Dharmasthala Conspiracy? Tejasvi Surya Slams Karnataka Govt Over SIT
Jitendra Singh Highlights New Kashmir Opportunities For Youth And Tourism Under Modi’s Vision2:46Jitendra Singh Highlights New Kashmir Opportunities For Youth And Tourism Under Modi’s Vision
'Jail Cannot Be Turned Into CM House Or PM House': Amit Shah Slams Opposition On Criminal Neta Bill4:35'Jail Cannot Be Turned Into CM House Or PM House': Amit Shah Slams Opposition On Criminal Neta Bill
An Emotional Homecoming: Astronaut Shubhanshu Returns To His Hometown | CM Yogi’s Special Tribute4:04An Emotional Homecoming: Astronaut Shubhanshu Returns To His Hometown | CM Yogi’s Special Tribute
Dream11 Ends Sponsorship Deal With BCCI | Lawmakers’ Crackdown Hits Fantasy Gaming3:39Dream11 Ends Sponsorship Deal With BCCI | Lawmakers’ Crackdown Hits Fantasy Gaming
India Gets Stable Outlook From Fitch, Growth At 6.5% Seen; Markets Respond Positively20:21India Gets Stable Outlook From Fitch, Growth At 6.5% Seen; Markets Respond Positively
HDFC Bank Announces First-Ever 1:1 Bonus Issue | What Investors Should Know1:38HDFC Bank Announces First-Ever 1:1 Bonus Issue | What Investors Should Know
Crucial Week For Investors: Global Tariff Moves & India’s Growth Outlook, Key Market Triggers Ahead2:03Crucial Week For Investors: Global Tariff Moves & India’s Growth Outlook, Key Market Triggers Ahead
Key Insights Into How The New Income Tax Bill 2025 Will Ease Life Of A Taxpayer4:38Key Insights Into How The New Income Tax Bill 2025 Will Ease Life Of A Taxpayer
Daily Calls LIVE: Ask Your STOCK MARKET TODAY QUERIES | Market Update LIVE | Share Market News Today48:37Daily Calls LIVE: Ask Your STOCK MARKET TODAY QUERIES | Market Update LIVE | Share Market News Today
View more

bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
ithought - SPHERE
AUM (₹ Cr)
₹708.27 Cr
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 1
Category Rank
4 Out of 28
Fixed Fee
1.50%
Scheme Return
0.22%
Benchmark Return
-0.93%
Multi Asset Dynamic Portfolio Alpha
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10% or 10%
Benchmark
NSE Multi Asset Index 1
Category Rank
1 Out of 28
Fixed Fee
2.50%
Scheme Return
0.93%
Benchmark Return
-0.93%
Smart Alpha
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 1
Category Rank
2 Out of 28
Fixed Fee
No Option
Scheme Return
0.74%
Benchmark Return
-0.93%
Tresor Prive
AUM (₹ Cr)
UNDISC.
Hurdle Rate
Benchmark
Benchmark
NSE Multi Asset Index 1
Category Rank
3 Out of 28
Fixed Fee
2.00%
Scheme Return
0.72%
Benchmark Return
-0.93%
Factor Capro
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 2
Category Rank
5 Out of 28
Fixed Fee
No Option
Scheme Return
0.13%
Benchmark Return
-0.95%
Tresor SKG
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 1
Category Rank
6 Out of 28
Fixed Fee
No Option
Scheme Return
0.13%
Benchmark Return
-0.93%
*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 3282.51 crores. Its current offering of PMS schemes includes 1 Small Cap, 2 Multi Asset, 1 Multi Cap And Flexi Cap and 1 Large Cap schemes.

AUM (₹ cr)

3,282.51 (As on Jul, 2025)

Number of Schemes

5
Schemes From This AMC
  • table
  • Grid
Compare
ithought - VRDDHI
AUM (₹ Cr)
₹430.40 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Small Cap
Category Rank
3 Out of 26
Fixed Fee
No Option
Scheme Return
2.87%
Benchmark Return
-2.71%
ithought - SPHERE
AUM (₹ Cr)
₹708.27 Cr
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 1
Category
Multi Asset
Category Rank
4 Out of 28
Fixed Fee
1.50%
Scheme Return
0.22%
Benchmark Return
-0.93%
NIO
AUM (₹ Cr)
₹101.25 Cr
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 1
Category
Multi Asset
Category Rank
10 Out of 28
Fixed Fee
1.50%
Scheme Return
-0.24%
Benchmark Return
-0.93%
ithought - SOLITAIRE
AUM (₹ Cr)
₹1,587.37 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
49 Out of 249
Fixed Fee
1.50%
Scheme Return
-0.37%
Benchmark Return
-2.71%
ithought - TRUBLU
AUM (₹ Cr)
₹85.46 Cr
Hurdle Rate
6.00%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
8 Out of 26
Fixed Fee
1.00%
Scheme Return
-2.71%
Benchmark Return
-2.77%
*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%

bt_logoTop Stories