IA Insight Report
IA Insight REPORT

ACTIVEALPHAMC

Investment Approach Details

₹253.37

(AUM CR)
   

Samvitti Capital Private Limited

S&P BSE 500 TRI

Equity

Derivatives,Equity,Mutual Fund

13/04/2021

3.2 Years

5000000

AMC Charges : 2.50% Profit Sharing : Nil

AMC : 1.50% 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 Athul Kudva

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akudva@samvitticapital.com

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Athul, an engineer from the National Institute of Technology, Karnataka, worked briefly at Tata Motors before starting his own company, Disha Software Solutions, providing back-office support for small and medium stock brokers. He subsequently merged Disha with the Bangalore based firm Omnesys. He led the product development team at Omnesys to develop highly scalable order and risk management software for traders and brokers across the country. Omnesys was the leader in the Indian institutional broking software market. They were also one of the early players to introduce algorithmic trading products to the Indian capital markets. Omnesys was acquired by media and information giant Thomson Reuters in 2013. An entrepreneur at heart with a passion for capital markets, Athul now leads Samvitti Capital as its Chief Executive Officer.

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/05/2024

0.13

1.17