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Axis Newgen India Fund - I
CAT III - LONG ONLY - MULTI CAP & FLEXI CAP
Inception
5 October 2023
Strategy
EQUITY
Benchmark
S&P BSE 500 Index
AUM (₹ Cr)
55
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-2.38%

-5.39%

-2.03%

NA NA

12.12%

Matterhorn India Fund
CAT III - LONG ONLY - MULTI CAP & FLEXI CAP
Inception
20 September 2023
Strategy
EQUITY
Benchmark
NIFTY 500 Total Return Index
AUM (₹ Cr)
NA
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-2.41%

6.20%

14.34%

NA NA NA
Oculus Capital - Growth Fund
CAT III - LONG ONLY - MULTI CAP & FLEXI CAP
Inception
1 July 2021
Strategy
EQUITY
Benchmark
S&P BSE 200 Index
AUM (₹ Cr)
1.34
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-2.43%

-2.46%

-5.95%

22.23%

NA

18.77%

Motilal Oswal Founders Fund Series I
CAT III - LONG ONLY - MULTI CAP & FLEXI CAP
Inception
1 February 2023
Strategy
EQUITY
Benchmark
S&P BSE 500 Total Return Index
AUM (₹ Cr)
1753.56
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-2.55%

-4.87%

-11.37%

NA NA

25.80%

VQ FasterCAP Fund II
CAT III - LONG ONLY - MULTI CAP & FLEXI CAP
Inception
1 July 2025
Strategy
EQUITY
Benchmark
S&P BSE 500 Total Return Index
AUM (₹ Cr)
NA
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-2.59%

NA NA NA NA NA
First Water Capital Fund - II
CAT III - LONG ONLY - MULTI CAP & FLEXI CAP
Inception
4 July 2023
Strategy
EQUITY
Benchmark
BSE MidSmallCap
AUM (₹ Cr)
NA
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-2.66%

-1.03%

-2.63%

NA NA NA
Sundaram Alternative - Opportunities Series - Atlas
CAT III - LONG ONLY - MULTI CAP & FLEXI CAP
Inception
18 May 2022
Strategy
EQUITY
Benchmark
S&P BSE 200 Index
AUM (₹ Cr)
NA
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-2.69%

3.13%

6.75%

19.45%

NA NA
Samarth Emerging Fund
CAT III - LONG SHORT - MID CAP & LARGE CAP
Inception
2 June 2025
Strategy
EQUITY
Benchmark
NIFTY 50 Index
AUM (₹ Cr)
92
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-2.83%

-1.52%

NA NA NA

4.45%

Finideas Growth Fund Scheme-1
CAT III - LONG ONLY - LARGE CAP
Inception
15 May 2023
Strategy
EQUITY
Benchmark
NIFTY 50 Total Return Index
AUM (₹ Cr)
NA
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-2.89%

-6.58%

0.02%

NA NA NA
Inception
19 August 2014
Strategy
EQUITY
Benchmark
NIFTY 50 Total Return Index
AUM (₹ Cr)
69.76
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-2.90%

-1.47%

-4.88%

5.63%

3.32%

11.35%