Deliver steady diouible digit returns for investors under all market conditions with low volatility and low drawdowns.
+8.95%
3Y annualised returns
+7.97%
Benchmark returns (Crisil Composite Bond Fund Index)
Launch date
01 May '21
Total AUM
₹6.03Cr
Min. investment
₹50,00,000
Benchmark
Crisil Composite Bond Fund Index
Portfolio analysis
Equity / Debt / Cash split
Debt80.0%
Cash20.0%
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
0.00%
PMS management
SW
Satyan Wadhwa
Former CIO, Edelweiss Alpha fund
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About
Satyan has over two decades of experience. Most recently he was CIO of Edelweiss Alpha fund a leading absolute return fund. Prior to joining Edelweiss Satyan worked with leading global hedge funds including Millennium Capital Management and Artha Capital in Singapore and Bluecrest Capital in London. Satyan hold an MBA from INSEAD and a degree in Mechanical Engineering and Industrial Management from Carnegie Mellon University.
Experience
Over two decades of experience in financial markets.
Investment philosophy
Specializes in absolute return strategies and global hedge funds.
Previously worked at
Edelweiss Alpha fund
Millennium Capital Management
Artha Capital
Bluecrest Capital
Awards
Served as CIO for a leading absolute return fund and worked with prominent global hedge funds in Singapore and London.