APMI

ELEVER INVESTMENT ADVISER PRIVATE LIMITED - FACTORALPHA SMALLCAP PMS

Investment Approach Details

₹1.08

(AUM CR)

PMS Provider Name

Elever Investment Adviser Private Limited

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

16/10/2024

Age

5 Months

Min. Inv. Amount

5000000

Fixed Fees Structure

AMC Charge: 2%

Variable Fees Structure

AMC: 1% or 0.5% or 0.5% Performance Fee: 15% or 10% or 20% Hurdle Rate: 12% or 0% or 10%

Exit Load

1st Year: 1%

Purpose

goal is to generate long-term wealth for equity investors by strategically managing risk through tactical exposure to a diverse range of factors within the small cap segment of Indian equity market. This approach aims to achieve:
1. Wealth Generation: Substantial capital growth over an extended investment horizon.
2. Risk-Controlled Exposure: Implementing tactical strategies and strategic hedging to manage and mitigate risk, ensuring a balanced approach to investment volatility and potential returns.
3. Diverse Factor Utilization: Leveraging a variety of investment factors and opportunities within the Indian equity universe to enhance returns through tactical exposure to a diverse set of research-based factors in the smallcap segment such as value, volatility, quality, momentum, alpha and dividend.
We would also actively hedge the portfolio for anticipated broad market risk and security-specific risk through strategic positions in derivative instruments.

Fund Manager Details


Karan Work Exp. 13.00 years Email ID karan.aggarwal@elever.app Mobile No 9717001074 Details MDI alumnus

Karan

Work Exp. 13.00 years

Email ID karan.aggarwal@elever.app

Mobile No 9717001074

Details MDI alumnus

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 28/02/2025

1 Month Turnover

0.53

1 Year Turnover

NA