Elever Investment Adviser Private Limited
S&P BSE 500 TRI
Equity
16/10/2024
8 Months
5000000
AMC Charge: 2%
AMC: 1% or 0.5% or 0.5% Performance Fee: 15% or 10% or 20% Hurdle Rate: 12% or 0% or 10%
1st Year: 1%
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.
Work Exp. 13.00 years
Email ID karan.aggarwal@elever.app
Mobile No 9717001074
Details MDI alumnus
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