IA Insight Report
IA Insight REPORT

SVAN INVESTMENT MANAGERS LLP - VELOCITY

Investment Approach Details

₹68.98

(AUM CR)
   

Svan Investment Managers LLP

S&P BSE 500 TRI

Equity

Equity,Plain Debt,Structured Debt,Derivatives,Mutual Fund,Others

19/07/2023

1.10 Years

5000000

AMC: 1.5%

AMC: 1% Hurdle: 10% Profit Sharing:20%

1st Year: 1% 2nd Year: 2% 3rd Year: 3%

   

The objective of the portfolio is to generate risk adjusted superior return on capital invested in listed securities in India. Portfolio Manager intends to employ a fundamental value investing approach, which seeks to capitalize on differences between the prices of securities and their underlying intrinsic value. In order to estimate intrinsic value the Portfolio Manager shall conduct a qualitative and quantitative analysis of the underlying business and the market environment in which it operates.

Fund Manager Details

Jigar Shah

No Image

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jigars@svaninvestments.com

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Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/05/2024

0.12

NA