Joindre Value
Our view on the fund, the AMC, the strategy, the performance & the investment team.
IME's Review of Joindre Value
| Fund Rating | Strategy Rating | Performance Rating |
|---|---|---|
Upgrade | Upgrade | Upgrade |
View on the Fund
This is not a recommended fund, primarily because the AMC does not meet our selection criteria. We believe that there are better fund houses to invest in, within the Indian fund universe.
Strategy
Fund's Strategy View
A multi-cap strategy with stock selection based on the understanding that “Sales is Vanity, Profit is Sanity and Cash Flow is Reality"
Fund Performance
The fund has underperformed peers & is amongst the worst performing schemes in this category in the last 5 year trailing returns. In terms of longer-term annual performance, performance consistency has been mixed, with the fund having outperformed & underperformed the bechmark roughly in half the years.
Trailing Performance
| 1yr | 3yr | 5yr | Since Inception | |
|---|---|---|---|---|
| Joindre Value | 0.5 | 11 | 9.6 | 11.8 |
| S&P BSE 500 | 6.5 | 15 | 15 | 15.3 |
| Alpha over Broad Mkt BM | -6 | -4 | -5.4 | -3.5 |
Performance as of: 31-Jan-26 | Inception Date: 05-Nov-18 | Performance are post-fees, pre-taxes. Global funds denominated in USD or fund currency.
Investment team
IME's Review of Joindre PMS
| AMC Rating | Pedigree Rating | Team Rating | Philosophy Rating |
|---|---|---|---|
Upgrade | Upgrade | Upgrade | Upgrade |
View on AMC
The 1-star rating of Joindre PMS is primarily driven by the AMC still being sub-scale. Since the firm is still sub-scale, we have not done additional evaluations with regards the AMC Pedigree, Investment Philosophy, Team & Performance.
AMC's Pedigree
AMC Team
Investment Philosophy
Joindre Value Fund- Investment Strategy
Joindre Value Fund is a multi-cap strategy with stock selection focus on cash flows of the companies.Experience the benefits of working with a 'research-first' investments firm
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