Banyan Capital
India Portfolio
Banyan Capital's India Portfolio is a Flexi Cap Portfolio Management Services (PMS) strategy managed by V P Rajesh, operational since Apr 2012. Benchmark: BSE 500 TRI.
AUM
₹464 Cr
Min investment
₹50 L
Inception
Apr 2012
Fund manager
V P Rajesh
Core Objective of this fund is high absolute returns across business cycles with strict risk management. Targets micro-cap stocks (market cap below ₹1,000 Cr) alongside broader multi-cap selections. Asset allocation is a mix of equities, special situations (S.S.), and liquid funds (L.F.).Small cap focused portfolio with 75%-80% allocation to 20 stocks or less + cash . Oppportunistically invest in large cap and special situationsThe fund invests in businesses with strong promoters/management teams at valuations below intrinsic value or average business at statistically cheap valuations with an investment horizon of 3-5 years.
6M
+6.9%
1Y
+2.8%
5Y
+22.9%
Since inception
+18.2%
6M
+10.5%
1Y
+4.7%
5Y
+10.6%
Since inception
—
6M
-3.5%
1Y
-2.0%
5Y
+12.2%
Since inception
+14.1%
Positive alpha across both 1Y and 5Y — classified as Consistent Performer
Hypothetical growth based on TWRR from inception (Apr 2012)
Hypothetical illustration based on published TWRR over 14.3 years. Does not account for variable performance fees, taxes, or entry/exit timing. Past performance is not indicative of future results.
15 - 20 stocks
How many stocks the manager holds. Fewer stocks means higher conviction per position — each holding has a larger impact on overall returns, amplifying both gains and losses.
64%
Percentage of portfolio bought or sold annually. Higher turnover means more active trading and potentially more short-term capital gains tax events in your demat account.
High watermark means you pay performance fees only on new highs — never twice for the same gains after a drawdown recovery.
Risk metrics — coming soon
Sharpe ratio, Sortino ratio, beta, standard deviation, and maximum drawdown will be available once sufficient NAV history accumulates. Use turnover ratio and portfolio concentration above as practical risk indicators.