Ocean-Avendus Olivo Core Equity Portfolio
EQUITY MULTI CAP
A long-only public markets strategy investing in listed equities. A high conviction portfolio with a buy and hold mindset.
+12.67%
3Y annualised returns
+13.46%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
29 Jul '20
Total AUM
₹414.69Cr
Min. investment
₹1,00,00,000
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
₹1,00,00,000
Exit load
Fee charged on redemption before the completed holding period
0.00%
PMS management
TPTridib PathakFund ManagerView details
TP
Tridib Pathak
Fund Manager
View details
About
Tridib Pathak has over 30 years’ experience in managing Indian listed equity assets for domestic and international investors. He joined Avendus Capital in 2019 from Enam AMC, where he was a senior portfolio manager. His previous roles included CIO of Lotus Asset Management (a JV with Temasek’s Fullerton Fund Management) and CIO of DBS Cholamandalam, a JV with DBS of Singapore. He is a Chartered Accountant from the Institute of Chartered Accountants of India and holds a degree in Commerce from Bombay University.
Experience
Over 30 years of experience in the Indian equity markets.
Investment philosophy
Managing Indian listed equity assets for domestic and international investors.
Previously worked at
- Enam AMC
- Lotus Asset Management
- DBS Cholamandalam
Awards
- Previously served as Chief Investment Officer (CIO) at Lotus Asset Management, a joint venture with Temasek, and at DBS Cholamandalam, a joint venture with DBS Singapore.
PMS house
Avendus Investment Managers Pvt Ltd
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