Investsavvy - alpha fund
EQUITY FLEXI CAP
Believes companies with a compelling business story and strong, competent, honest management are likely to do well long term.
+34.18%
3Y annualised returns
+16.40%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
26 Apr '22
Total AUM
₹107.82Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity97.7%
Cash2.3%
Equity market cap split
Small Cap94.5%
Large Cap3.7%
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
3.00%
PMS management
AGASHISH GOELFund ManagerView details
AG
ASHISH GOEL
Fund Manager
View details
About
Ashish has over 25 years of experience in Financial Markets. He was a rank holder at IIM Calcutta (MBA), B.Tech.(EE) IIT Kanpur, class topper at Carnegie Mellon University, MS (Computational Finance). He was MD - Standard Chartered Bank, Bear Stearns, Dresdner Bank, Safron Ltd(Hedge Fund) and ICICI. Has worked in US, UK, India and Singapore.
Experience
Over 25 years of experience in the financial services industry.
Investment philosophy
Specializes in financial markets with work experience in the US, UK, India, and Singapore.
Previously worked at
- Standard Chartered Bank
- Bear Stearns
- Dresdner Bank
- Safron Ltd
- ICICI
Awards
- Held Managing Director positions at multiple global banks and a hedge fund. A rank holder at IIM Calcutta and class topper at Carnegie Mellon University.
PMS house
Investsavvy portfolio management LLP
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