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Auxano Opportunity Fund is a non-discretionary PMS Model curated with the client-first approach. This means you stay in control and no investment is made without your explicit approvals—giving you more transparency, involvement, and decision-making power than traditional PMS models.
Focused, high-conviction PMS investing: We don’t spread capital thin across the market. Instead, we build a concentrated PMS portfolio of 20-25 high-quality companies with strong cash flows, prudent capital allocation, and scalable business models.
Sector-agnostic with disruptive intent: We invest across sectors, but only in businesses with the potential to disrupt their ecosystems. Our bottom-up stock selection is rooted in deep fundamental research, not macro themes or market noise.
Auxano Opportunity Fund
a popular PMS Strategy for the HNI Investors who invest in Portfolio Management Services
Auxano Opportunity Fund is client centric and preferred by most HNI investors and corporate executives for the following benefits:
- Full control over buy/sell decisions
- Transparency in execution and rationale behind each trade
- Customization of portfolio to align with personal preferences or constraints
- Improved engagement, helping clients stay informed and involved
This structure is ideal for clients who want expert advice but still prefer to retain the final say in their portfolio management decisions.
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FAQs around leading PMS Strategies for HNIs
How is my money invested in the said PMS strategy?
We build a concentrated PMS portfolio of 20-25* listed companies, selected through detailed research. There’s no fixed sector allocation—we pick businesses based on fundamentals, not fads. We typically invest gradually to avoid timing risk and hold for the long term, exiting only when the original thesis changes.
How is risk managed while investing in a PMS?
Answer – We manage risk in PMS investments by being selective. We avoid over-diversifying and instead focus on businesses with:
- Strong balance sheets and cash flows
- Low debt
- High return on capital
- Limited regulatory or commodity dependence
Who manages the recommended PMS by BellWether Associates?
The fund is managed by Auxano under the research umbrella of Moat India. The team includes industry veterans including 2 analysts with a cumulative 50+ years of experience, and every PMS investment decision is the result of in-depth team discussions, not one person’s view.
What kind of investors should consider PMS?
PMS is best suited for investors who can invest at least ₹50 lakhs and prefer transparency and control. Also those who are looking for a focused, research-driven PMS investment strategy and have a long-term view (5+ years).
What’s the minimum investment required?
As per SEBI guidelines, the minimum investment is 50 lakhs. For existing clients, top-ups can be done in multiples of 10 lakhs. There’s no maximum limit.
Is there a lock-in period?
No. You can exit at any time. However, we recommend a minimum horizon of 5+ years to realize the full potential of the PMS strategy .
Can I withdraw profits anytime?
Yes, you can withdraw profits anytime—as long as the portfolio value doesn’t drop below ₹50 lakhs, which is the regulatory minimum.
How often will I receive updates on my investments?
You’ll receive regular reports and insightful updates explaining the rationale behind portfolio moves. We want you to stay informed, not just updated.
How are returns calculated and benchmarked?
Returns are compared to the BSE 500 TRI, which represents a wide range of Indian equities. Our goal is to outperform this benchmark over the long term.
Are returns guaranteed?
No. As with any equity investment, returns are not guaranteed and depend on market conditions. But our process is designed to stack the odds in your favor.
What is a hurdle rate and how is it determined?
A hurdle rate is the minimum rate of return the PMS must achieve before it is eligible to charge performance fees.
Can I withdraw my profit at any time?
Clients can withdraw their profits at any time, provided they maintain the prescribed Rs. 50 Lakh minimum limit for investments in PMS.
What is a high-water mark and why is it important for investments in PMS?
A high-water mark ensures that performance fees are charged only on new profits, i.e., returns that exceed the previous highest value of the portfolio. This protects investors from being charged multiple times for the same gains.
What benchmark is used to compare the fund’s performance while investing in PMS?
Answer – The fund’s performance is compared against the BSE 500 TRI (Total Return Index). This benchmark represents a broad and diversified exposure to the Indian equity market and helps assess whether the fund is outperforming or underperforming the overall market.
What happens if there’s a loss in a particular year?
If the portfolio value drops, the high-water mark is reset only when the portfolio recovers and exceeds its previous peak. Until then, no performance fees are levied.
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