IA Insight Report
IA Insight REPORT

PMSAGGRESSIVE

Investment Approach Details

₹318.22

(AUM CR)
   

Samvitti Capital Private Limited

S&P BSE 500 TRI

Equity

Derivatives,Equity,Mutual Fund

23/10/2015

9.7 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%

   

Focus on wealth creation across multiple business and market cycles using multi-style
strategies focusing on all capitalizations (large, mid and small) with a bias towards fast growing
and promising businesses.

Fund Manager Details

M Athul Kudva

No Image

NA

akudva@samvitticapital.com

NA

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

0.09

1.05