Category
III
Strategy
Long-only
Fund house
ValueWise Investment Managers

Value wise Undiscovered Fund

+10.42%

1-year return, gross of fees

Benchmark NIFTY 500 TRI · data as of 31 Aug 2026

Value wise Undiscovered Fund, a Category III long-only AIF from ValueWise Investment Managers, returned 10.42% (gross of fees) in the year to 31 Aug 2026. It began on 17 Dec 2024.

Key numbers

AUM
—
Benchmark
NIFTY 500 TRI
Launched
17 Dec 2024
Min. investment
₹1 crore
Returns basis
Gross of fees

Returns

Value wise Undiscovered Fund returns against the NIFTY 500 TRI
PeriodThis fundNIFTY 500 TRI
1 month−0.45%+0.05%
3 months+6.53%+4.00%
6 months+8.34%+1.87%
1 year+10.42%+5.34%
Since inception+13.56%+1.29%

Gross of fees, as ValueWise Investment Managers reports them, to 31 Aug 2026. AIFs report returns on different bases, so compare like with like.

Fund details

Category
Category III
Strategy
Long-only
Market-cap style
Flexi cap
Asset type
—
Benchmark
NIFTY 500 TRI
Fund manager
Sudhir Kedia

Investment approach

The objective of the Value Wise Undiscovered Fund is to generate consistent risk-adjusted returns while prioritizing capital preservation. By employing a diversified and dynamic investment approach across multiple strategies and asset classes, the fund aims to deliver attractive returns for its investors while actively managing risk and maintaining transparency. The Scheme’s strategy is to generate attractive, risk-adjusted long-term returns for its investors.

The objective of the Value Wise Undiscovered Fund is to generate consistent risk-adjusted returns while prioritizing capital preservation. By employing a diversified and dynamic investment approach across multiple strategies and asset classes, the fund aims to deliver attractive returns for its investors while actively managing risk and maintaining transparency. The Scheme’s strategy is to generate attractive, risk-adjusted long-term returns for its investors.

About the fund manager

Mr. Sudhir Kedia — Co-Founder

Sudhir Kedia is the co-founder of Valuewise Investment Managers LLP (Investment Managers to Value Wise Undiscovered Fund). He is a seasoned investment professional with nearly two decades of rich experience in the Indian capital markets, with immense expertise in equity research and active fund management. His educational qualification includes Chartered Accountant (CA), Cost and Management Accounting (CMA), and an MBA . Mr. Kedia has worked in esteemed Mutual Funds and PMS houses during his career. He was associated with ASK Investment Managers, Mirae Mutual Fund, Principal Mutual Fund, and Sundaram Mutual Fund, which was his last assignment . His sharp analytical skills and ability to navigate various market cycles enabled him to manage many diversified and hybrid schemes across the cap curve. At Sundaram Mutual Fund, he has managed various schemes such as Large Cap Fund, Focused Fund, and Flexi Cap Fund, ELSS Tax Saver Fund, and Equity Savings Fund. He has managed over $1 billion in Assets Under Management (AUM)

As the fund house describes it.

FAQs

What has Value wise Undiscovered Fund returned?

10.42% (1-year return) to 31 Aug 2026, gross of fees, as ValueWise Investment Managers reports it. 1 month: −0.45%; 3 months: 6.53%; 6 months: 8.34%; 1 year: 10.42%; Since inception: 13.56%.

What kind of AIF is Value wise Undiscovered Fund?

A Category III AIF following a long-only strategy, with a flexi cap style. Category III AIFs trade listed and unlisted securities and may use leverage and derivatives, including short positions.

What is the minimum investment in an AIF?

SEBI sets the minimum at ₹1 crore per investor (₹25 lakh for the fund’s own employees and directors). Value wise Undiscovered Fund’s stated minimum is ₹1 crore.

Who manages Value wise Undiscovered Fund?

ValueWise Investment Managers runs it; the fund manager is Sudhir Kedia.

How are AIF returns reported?

Each fund house reports its own returns on its own basis: Value wise Undiscovered Fund’s are gross of fees. Bases differ from fund to fund, so compare like with like.

For information only. Not investment advice or a research report. Past performance does not guarantee future returns. AIF investments carry higher minimums and risks; read the private placement memorandum.

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