Banyan India
Our view on the fund, the AMC, the strategy, the performance & the investment team.
IME's Review of Banyan India
| Fund Rating | Strategy Rating | Performance Rating |
|---|---|---|
Upgrade | Upgrade | Upgrade |
View on the Fund
We are recommending the fund based on their strong 10-year long-term track record and the credibility of their founder.
Strategy
Diversified Growth Investing
Fund's Strategy View
Banyan Capital's core strategy focuses on a mix of mostly small and mid-cap stocks, with selected large-cap, special situation, and fixed income securities. They target businesses with strong management and low intrinsic value, aiming for long-term gains.
Fund Performance
The fund has outperformed peers & is amongst the top performing schemes in this category in the last 5 year trailing returns.
Trailing Performance
| 1yr | 3yr | 5yr | Since Inception | |
|---|---|---|---|---|
| Banyan India | -2.6 | 22.5 | 29.1 | 17.6 |
| S&P BSE 500 | 6.5 | 15 | 15 | 14.6 |
| Alpha over Broad Mkt BM | -9.1 | 7.5 | 14.1 | 3 |
Performance as of: 31-Jan-26 | Inception Date: 24-Apr-12 | Performance are post-fees, pre-taxes. Global funds denominated in USD or fund currency.
Investment team
V.P Rajesh | 4-star rated FM
Managing Partner & PM | 35 yrs Experience | 25 yrs at current firm
Past Experience: J.P. Morgan Chase, Deutsche Bank, Piper Jaffray
V.P. Rajesh is the Managing Partner and Portfolio Manager at Banyan Capital Advisors. With over 30 years of experience in capital markets, V.P. started his career as an IT consultant before transitioning to investment banking, specializing in mergers and acquisitions at firms like J.P. Morgan Chase, Deutsche Bank, and Piper Jaffray. Since relocating to India in 2007, he founded Banyan Capital Advisors in 2011.
IME's Review of Banyan Capital PMS
| AMC Rating | Pedigree Rating | Team Rating | Philosophy Rating |
|---|---|---|---|
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View on AMC
Banyan Capital ticks all the marks of a credible AMC, backed by their strong performance. They can be considered for investments.
AMC's Pedigree
Banyan Capital has shown great potential for scaling and has matured in terms of age, having established a presence in the PMS market.
AMC Team
V.P. Rajesh, the founder of Banyan Capital, is a highly seasoned veteran in the capital markets, with a strong track record from working at well-known financial firms such as J.P. Morgan Chase, Deutsche Bank, Piper Jaffray, and Thomas Weisel Partners. His extensive experience in the financial industry, including his focus on the US market until 2007 and subsequent focus on Indian businesses, bolsters his credibility.
Investment Philosophy
Banyan Capital’s investment philosophy follows a disciplined value approach, focusing on businesses with strong management and competitive advantages, buying at a significant discount to intrinsic value. They maintain a concentrated portfolio, typically under 30 positions, and adjust capital allocation between equity and fixed income based on market conditions.
AMC Background
Banyan Capital Advisors is a Delhi-based PMS manager established in November 2011 The managing partner and portfolio manager is V.P. Rajesh, who spent a decade (1990s-2000s) as an investment banker at J.P. Morgan Chase, Deutsche Bank, Piper Jaffray, and Thomas Weisel Partners in New York and San Francisco, focusing on technology, media, telecom, and healthcare M&A and completing transactions worth over $27 billion. He relocated to India in July 2007 and began reinvesting in Indian equities from March 2008.
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