SVAN Velocity
EQUITY MID & SMALL CAP
+7.15%
1Y annualised returns
+3.64%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
19 Jul '23
Total AUM
₹270.53Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity97.3%
Cash2.7%
Equity market cap split
Small Cap95.1%
Large Cap2.9%
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
Exit Load: 1 Year:< 1 year - 3% , 1-2 years - 2% , 2-3 years - 1% ,>3 years- No Exit Load
PMS management
SKSachin KaseraFounder, Svan Investment Managers LLPView details
SK
Sachin Kasera
Founder, Svan Investment Managers LLP
View details
About
With over two decades of established investment management experience, Sachin Kasera is the founder of Svan Investment Managers LLP. He specialises in cherry-picking multi-baggers. Being brought up in a family where equities and market discussions were part of daily routine, he was fascinated with markets since childhood.
Experience
Over two decades of investment management experience.
Investment philosophy
Specialises in identifying multi-bagger stocks.
PMS house
SVAN Investment Managers LLP
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