ELEVER INVESTMENT ADVISER PRIVATE LIMITED - FACTORALPHA SMALLCAP PMS
EQUITY SMALL CAP
+3.86%
1Y annualised returns
+3.64%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
21 Oct '24
Total AUM
₹2.35Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
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
1.00%
PMS management
KKaranCo-founder, CIO & Portfolio ManagerView details
K
Karan
Co-founder, CIO & Portfolio Manager
View details
About
Karan, CFA, is the Co-founder, Chief Investment Officer, and Portfolio Manager at Elever, with over 15 years of experience in equity and fixed-income product development. At Indxx Capital, he introduced and managed investment strategies exceeding USD 5 billion, catering to AMCs, ETF sponsors, hedge funds, and pension funds. Leveraging deep expertise in factor investing and quantitative research, Karan has created a suite of ETF and equity portfolios at Elever designed to outperform market benchmarks across cycles. A CFA charter holder and alum of MDI Gurgaon, he specializes in delivering innovative solutions that drive superior investment outcomes.
Experience
Over 15 years of experience in equity and fixed-income markets.
Investment philosophy
Specializes in factor investing, quantitative research, and equity and fixed-income product development.
Previously worked at
- Indxx Capital
- MDI Gurgaon
Awards
- Introduced and managed investment strategies exceeding USD 5 billion. Created a suite of ETF and equity portfolios designed to outperform market benchmarks. Holds the CFA charter.
PMS house
ELEVER INVESTMENT ADVISER PRIVATE LIMITED
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