IA Insight Report
IA Insight REPORT

ACTIVEALPHAMC

Investment Approach Details

₹350.53

(AUM CR)
   

Samvitti Capital Private Limited

S&P BSE 500 TRI

Equity

Derivatives,Equity,Mutual Fund

13/04/2021

4.7 Years

5000000

AMC Charges : 2.50% Profit Sharing : Nil

AMC : 0.50% Hurdle : 10% Profit Sharing : 20%

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

   

This investment approach will seek to create a portfolio by making investments in listed
securities on basis of a systematic selection model with various parameters. The investment approach will entail an
active investment strategy with a diversified portfolio.

Fund Manager Details

M Prabhkar Kudva

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pkudva@samvitticapital.com

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Prabhakar Kudva is a successful long only growth investor. Prabhakar has been selected as one among 40 under 40 Investment managers by AIWMI (Association of International Wealth Management of India. He has been generating market beating returns across multiple years by cherry picking a number of high growth businesses which have turned out to be big winners. He has been authoring a popular blog (Investment Insight India) on investment ideas for the past several years. He has also worked in the financial technology product space designing products for the capital markets. Prabhakar in his capacity as the founder director of Samvitti focuses on unearthing long term investment opportunities for the various long-only portfolios that Samvitti manages. He also manages the investment research and technology teams.

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/10/2024

0.03

1.37