Value Pioneers

Managed by Horizon Wealth Management

VALUE INVESTING

PMS

VALUE

MID CAP

Returns (Since Inception)

17.45%CAGR

AUM

18K CrINR

Min Investment

25.0 LINR

Investment Approach

Deep value strategy focused on identifying significantly undervalued companies with strong fundamentals and catalysts for re-rating. The fund invests with a long-term horizon, seeking businesses trading below intrinsic value with a clear margin of safety.

Inception Date2016-07-01

BenchmarkNifty 500

Fee Structure

Fixed Management Fee1.75% p.a.

Performance Fee15% of profits above 10% hurdle

Exit Load1% if redeemed < 1yr

Risk Metrics

Volatility

14.8%

Beta

0.92

Downside Capture

75%

Upside Capture

105%

Priya Sharma

Principal Officer

Deep value investor with contrarian streak. Focused on margin of safety and long-term compounding.

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Disclaimer

Performance data is strictly for educational purposes. Past performance is not indicative of future results. All returns are TWRR based. Please read all scheme related documents carefully. Investment in securities market are subject to market risks, read all the related documents carefully before investing.

Key Numbers

Sharpe Ratio1.65

Max Drawdown-14.2%

Min Investment25.0 L

Lock-in PeriodNone

Risk LevelModerate

Investor Reviews (98)

Anil P.

Verified

1/2/2026

True value investing. Priya's patience and conviction have paid off handsomely over the years.