ELEVER INVESTMENT ADVISER PRIVATE LIMITED - FACTORCAPRO PMS
MULTI ASSET MULTI CAP
The investment approach selects NSE and BSE-listed securities meeting Elever's proprietary investability screens, along with ETFs in equity, debt, and gold based on liquidity, expense ratio, and size. Securities are assigned factor scores to build 20 portfolios with ETFs. Tactical signals guide selection and weights, ensuring alignment with market conditions. Monthly tactical calls enable rebalancing, adjusting allocations as needed. Each portfolio is independently reviewed to optimize performance and maintain focus.
--
3Y annualised returns
--
Benchmark returns (NSE Multi Asset Index 2)
Launch date
17 Jul '25
Total AUM
₹3.40Cr
Min. investment
₹50,00,000
Benchmark
NSE Multi Asset Index 2
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
Get W app
Scan QR to download
Explore PMS and other investment products
Track your net worth in one place
Get detailed analysis on your investments