A debt portfolio PMS recommended for investors with a low to moderate risk appetite.
+10.17%
3Y annualised returns
+10.01%
Benchmark returns (CRISIL Credit Index)
Launch date
08 Nov '16
Total AUM
₹94.25Cr
Min. investment
₹50,00,000
Benchmark
CRISIL Credit Index
Portfolio analysis
Equity / Debt / Cash split
Debt95.9%
Equity4.1%
Cash0.0%
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
DD
Debasis Dasgupta
Director , CIO
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About
A seasoned debt market professional, he brings over 35 years of extensive experience across forex and fixed-income trading. He began his career as a Forex Dealer and later transitioned to the Wholesale Debt Market, gaining deep expertise in trading, market operations, and risk management. He played a key leadership role at Karvy Capital Ltd., serving as the Head of the Dealing Desk and spearheading Proprietary Trading in the Debt Market since the firm’s inception. He was also instrumental in driving the debt business across the Karvy Group. He holds a Bachelor of Science degree as well as a Law degree from the University of Kolkata.
AK
Ajit Kumar Bhaskarn
CIO - Fixed Income, Karvy Capital Ltd.
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About
Ajit is CIO- Fixed Income of Karvy capital ltd, He has over two decades of rich experience in asset management and Capital Market Prior to joining Karvy Capital he was head of Fixed Income of Anand Rathi Global Finance ltd., Ajit has a vast experience in managing large AUM in debt across rating spectrum. His previous assignments have been with Treasury of AXIS Bank, ICICI Bank as the head of bond desk, Birla Sunlife Insurance as Joint Vice President – Fixed income & Max Life Insurance as a Senior fund Manager He is a Physics (Hon.) graduate from Pune University and is a MBA Finance from Amravati University.
Experience
Over two decades of experience in asset management and capital markets.
Investment philosophy
Specializes in fixed income, asset management, and capital markets across the debt rating spectrum.
Previously worked at
Anand Rathi Global Finance Ltd.
AXIS Bank
ICICI Bank
Max Life Insurance
Birla Sunlife Insurance
Awards
Previously served as Head of Fixed Income at Anand Rathi Global Finance and Head of the Bond Desk at ICICI Bank.