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Seven Islands PMS
Seven Islands PMS

Seven Islands PMS

  • Mansi Share and Stock Advisors Pvt Ltd
  • Multi Cap AND Flexi Cap
  • 149
    Out of 230*
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Portfolio age2 years, 7 months
6.06%
3.68%
Hurdle Rate**0.00%
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

Hemant Shah
  • Manager Rank Out of 164
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUMUndisclosed
  • Highest Return In 1 Yr1.43%
Profile

Mr. Hemant Shah is the Principal officer and Fund Manager of Seven Islands. He is a strong believer in the philosophy – “Knowledge Protects, Courage Pays”. He is responsible for drawing out the investment strategy of the PMS. In over 30 years of his experience in the financial markets, he has worked with various established investment managers in setting up numerous research desks.

Other Schemes
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Seven Islands PMS
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
19 Out of 250
Fixed Fee
2.50%
Scheme Return
6.06%
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)
UNDISC.
(As on Jun, 2025)
Inception Date
Jan 05, 2023
Min. Investment
₹50 Lacs
SIP Option
Available
STP Option
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
No Option
Hurdle Rate
No Option
Profit Sharing
15% Profit Sharing on All Profits
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bt_logoINVESTMENT PHILOSOPHY

Objective

The strategy is to buy a small-cap company having the Potential to become Mid or Large cap in the long term Seek to generate capital appreciation by investing in equity through Seven Islands Multicap Fund across the board of Large cap & Midcap securities.

Investment Approach

The strategy is to buy a small-cap company having the Potential to become Mid or Large cap in the long term Seek to generate capital appreciation by investing in equity through Seven Islands Multicap Fund across the board of Large cap & Midcap securities.

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Seven Islands PMS
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
19 Out of 250
Fixed Fee
2.50%
Scheme Return
6.06%
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

Mansi Share and Stock Advisors Pvt Ltd
Mansi Share and Stock Advisors Pvt Ltd manages assets worth Rs 154.52 crores. Its current offering of PMS schemes includes 1 Multi Cap And Flexi Cap scheme.

AUM (₹ cr)

154.52 (As on Jun, 2025)

Number of Schemes

1
Schemes From This AMC
  • table
  • Grid
Compare
Seven Islands PMS
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
19 Out of 250
Fixed Fee
2.50%
Scheme Return
6.06%
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 Seven Islands PMS?
There is no option for Hurdle rate.
What is the fixed fee charged in Seven Islands PMS ?
The fixed fee charged in Seven Islands PMS is 2.50%.
What is the variable fee charged in Seven Islands PMS ?
There is no option for Variable fee.
What is the profit sharing in Seven Islands PMS ?
The profit sharing in Seven Islands PMS is 15% Profit Sharing on All Profits.
What is the minimum investment in Seven Islands PMS ?
The minimum investment in Seven Islands PMS is ₹50 Lacs
What type of scheme is Seven Islands PMS?
Seven Islands PMS is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Seven Islands PMS?
The inception date of Seven Islands PMS is Jan 05, 2023.
What is the exit load of Seven Islands PMS?
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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