APMI

SVAN INVESTMENT MANAGERS LLP - VELOCITY

Investment Approach Details

₹134.42

(AUM CR)

PMS Provider Name

Svan Investment Managers LLP

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

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

Date Of Inception

19/07/2023

Age

1.4 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

AMC: 1.5%

Variable Fees Structure

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

Exit Load

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

Purpose

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
Work Exp. NA
Email ID jigars@svaninvestments.com
Mobile No NA
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/10/2024

1 Month Turnover

0.15

1 Year Turnover

1.36