ELEVER INVESTMENT ADVISOR PRIVATE LIMITED -FACTORCORE PMS
EQUITY
The investment approach targests mutual fund schemes that pass Elever’s proprietary investability screens across categories. Schemes are assigned risk scores to construct 10 distinct portfolios based on predefined rules. Tactical signals guide scheme selection and portfolio allocation. Monthly tactical reviews determine portfolio weights in line with market conditions, while individual schemes continue to follow their independent review schedules to maintain strategic focus and optimize risk-adjusted outcomes.
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3Y annualised returns
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Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
12 Aug '25
Total AUM
₹0.27Cr
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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