Long Term Partners Fund

Clearview Capital Advisors Private Limited
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
6 December 2024
Min. Investment
₹50,00,000
AUM (Cr.)
₹32.32
SIP Available
Yes
STP Available
Yes

Investment Strategy

Investment Approach

**Clearview Long Term Partners Fund:** This premier investment strategy is designed for sophisticated investors, including high-net-worth individuals and institutional entities, with a primary focus on Indian equity markets.

Investment Objective

The investment objective is to generate enhanced long-term returns, considering risk, by employing a diversified approach that integrates a fundamental analysis strategy with an opportunistic special situations mandate.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -0.99% -0.24% -0.75%
3 MONTHS -1.61% 5.02% -6.63%
6 MONTHS -3.82% 1.63% -5.45%
1 YEAR 6.57% 7.63% -1.06%
SINCE INCEPTION 8.19% 3.21% 4.98%

Calendar Year Performance

Year Return
CY 2025 6.57%

Financial Year Performance

Year Return
FY 26_YTD 8.89%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Vedant Bagry

Fund Manager

With over ten years of experience spanning investment banking, broking, and assurance within the financial services industry, Vedant Bagry brings a wealth of expertise. Previously, in his capacity within the Investment Banking division at J.P. Morgan, he provided advisory services to premier global Private Equity funds and major corporations on strategic transactions including mergers, acquisitions, divestitures, and Initial Public Offerings, achieving top performance within his cohort. His involvement extends to transactions valued at over US$12 billion across the financial services and infrastructure sectors. Mr. Bagry holds an MBA from IIM Calcutta and a B.Com (Hons) from St. Xavier's College, Kolkata. He is also a CFA® Charterholder, a Chartered Accountant, and a Company Secretary. Outside of his professional pursuits, his interests include reading, travel, and cricket.

Ayush Vimal

Fund Manager

Ayush Vimal brings over ten years of comprehensive experience within the financial services sector, encompassing Investment Banking, Taxation, and Assurance. Previously, he was a key member of the Investment Banking division at Citi. In this capacity, he provided strategic counsel to prominent global Private Equity firms and major corporations on transactions including mergers, acquisitions, divestitures, and Initial Public Offerings, achieving top performance rankings within his cohort. His advisory work has spanned deals with an aggregate potential value exceeding US$20 billion, covering the telecommunications, infrastructure, and consumer industries. Mr. Vimal holds an MBA from IIM Ahmedabad and a B.Com (Hons) from St. Xavier's College, Kolkata. He is also a qualified Chartered Accountant and Company Secretary. Beyond his professional pursuits, Mr. Vimal's interests include reading, writing, swimming, and following the career of Roger Federer.

Portfolio Details

Portfolio Composition

Large Cap
0%
Mid Cap
0%
Small Cap
0%
Cash & Equivalent
0%

Top 5 Holdings

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Top 5 Sectors

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Portfolio Characteristics

total number of stocks
N/A
top 5 stocks percent
N/A
top 5 sectors percent
N/A
average market cap
N/A
portfolio age
1 Yrs, 0 Months
sip
Available
stp
Available

Fee Structure

Fixed Fee

AMC: 3%

Variable Fee

AMC:

Hurdle:

Profit Sharing:

Exit Load

Year 1: 0%

Year 2: 0%

Year 3: 0%

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)