The strategy tracks the Nifty and Bank Nifty index with the sole aim of delivering a better risk-adjustred return than both. i.e. high erturns at lower drawdowns and volatility
+9.96%
3Y annualised returns
+12.35%
Benchmark returns (NSE Multi Asset Index 1)
Launch date
04 Jun '19
Total AUM
--
Min. investment
₹50,00,000
Benchmark
NSE Multi Asset Index 1
Min. investment & fees structure
Min. investment for 1st time
SEBI mandates a minimum investment for investing in PMS
₹50,00,000
Exit load
Fee charged on redemption before the completed holding period
0.00%
PMS management
AN
Arjun Narsipur
Finance and Markets Professional
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About
Arjun is a seasoned finance and markets professional with over 14 years of experience across equity, FX, global markets and treasury risk management. His area of focus is converting investment philosophies into testable, repetable processes and algorithms.
Experience
Over 14 years across equity, FX, global markets, and treasury risk management.
Investment philosophy
Converts investment philosophies into testable, repeatable processes and algorithms.
SA
Shailendra Agarwal
Fund Manager
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About
Shailendra has 17 years of experience in debt capital markets and structured finance. This expericne gives him a unique balance sheet perspective of businesses. He has a keen sense of valuig a business and marrying it with it's business prospects.
Experience
Possesses 17 years of experience in financial markets.
Investment philosophy
Specializes in debt capital markets and structured finance.
Awards
Offers a unique balance sheet perspective on businesses, with a keen sense for valuation and matching it to business prospects.