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Investsavvy - Alpha Fund
Investsavvy - Alpha Fund

Investsavvy - Alpha Fund

  • Investsavvy Portfolio Management LLP
  • Multi Cap AND Flexi Cap
  • 1
    Out of 168*
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Portfolio age3 years, 7 months
4.93%
4.27%
Hurdle Rate**15%
Fixed feeNo Option
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (1.78%)
Allocation by Market Cap
Small Cap (94.5%)
Mid Cap (0%)
Large Cap (3.72%)
Sector Holdings
  • Miscellaneous19.18%
  • Specialty Chemicals12.42%
  • Hospital12%
  • Storage Media & Peripher9.19%
  • Auto Tyres & Rubber Prod7.59%
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

Ashish Goel
  • Manager Rank1 Out of 168
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUMUndisclosed
  • Highest Return In 1 Yr-2%
Profile

Ashish has over 25 years of work experience in Financial Markets in India and overseas (Singapore, UK, USA) in top-tier financial institutions (Bear Stearns, Dresdner Kleinwort Wasserstein, Safron (Hedge Fund), ICICI Bank and Standard Chartered (M.D.)).His fund has been ranked among the top funds for both CY 2023 and CY 2024 and currently is in the top 3 funds in 3 year returns. Ashish's strong foundation is built on exceptional academic achievements: an MS in Computational Finance from Carnegie Mellon University (class topper), an MBA from IIM Calcutta (rank holder), and a B. Tech in Electrical Engineering with a minor in Computer Sciences from IIT Kanpur.

Other Schemes
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Investsavvy - Alpha Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
15%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
54 Out of 251
Fixed Fee
No Option
Scheme Return
4.93%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Oct, 2025)
Inception Date
Apr 26, 2022
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 3.00% if redeemed in 0-1 year, 2.00% if redeemed in > 1-2 years, 1.00% if redeemed in > 2-3 years, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
No Option
Variable Fee
1.50%
Hurdle Rate
15%
Profit Sharing
20% Profit Sharing above 15% Hurdle
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bt_logoINVESTMENT PHILOSOPHY

Objective

LONG TERM PROFIT

Investment Approach

It is our belief that companies with a compelling business story & having strong, competent & honest management are most likely to do well in the long term. Once we have identified prospective companies which meet the above criteria, we then use our internal metrics to help usin our investment decision.

bt_logoCalculators

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Investsavvy - Alpha Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
15%
Benchmark
S&P BSE 500 TRI
Category Rank
55 Out of 251
Fixed Fee
No Option
Scheme Return
4.93%
Benchmark Return
4.27%
InCred - Multicap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 251
Fixed Fee
2.50%
Scheme Return
9.09%
Benchmark Return
4.27%
Agreya - Total Return Enhancer
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 251
Fixed Fee
2.50%
Scheme Return
7.85%
Benchmark Return
4.27%
Fident All-Season India Resurgent portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 251
Fixed Fee
2.00%
Scheme Return
7.7%
Benchmark Return
4.3%
Agreya - Total Return
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 251
Fixed Fee
2.50%
Scheme Return
7.35%
Benchmark Return
4.27%
White Pine India Emerging Stars
AUM (₹ Cr)
₹405.16 Cr
Hurdle Rate
No Option
Benchmark
MSEI SX 40 TRI
Category Rank
5 Out of 251
Fixed Fee
No Option
Scheme Return
7.35%
Benchmark Return
4.09%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Investsavvy Portfolio Management LLP
Investsavvy Portfolio Management LLP manages assets worth Rs 107.81 crores. Its current offering of PMS schemes includes 1 Multi Cap And Flexi Cap scheme.

AUM (₹ cr)

107.81 (As on Oct, 2025)

Number of Schemes

1
Schemes From This AMC
  • table
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Compare
Investsavvy - Alpha Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
15%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
54 Out of 251
Fixed Fee
No Option
Scheme Return
4.93%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Investsavvy - Alpha Fund?
The hurdle rate of Investsavvy - Alpha Fund is 15%.
What is the fixed fee charged in Investsavvy - Alpha Fund ?
The fixed fee charged in Investsavvy - Alpha Fund is No Option.
What is the variable fee charged in Investsavvy - Alpha Fund ?
The variable fee charged in Investsavvy - Alpha Fund is 1.50%.
What is the profit sharing in Investsavvy - Alpha Fund ?
The profit sharing in Investsavvy - Alpha Fund is 20% Profit Sharing above 15% Hurdle.
What is the minimum investment in Investsavvy - Alpha Fund ?
The minimum investment in Investsavvy - Alpha Fund is ₹50 Lacs
What type of scheme is Investsavvy - Alpha Fund?
Investsavvy - Alpha Fund is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Investsavvy - Alpha Fund?
The inception date of Investsavvy - Alpha Fund is Apr 26, 2022.
What is the exit load of Investsavvy - Alpha Fund?
Exit load is 3.00% if redeemed in 0-1 year, 2.00% if redeemed in > 1-2 years, 1.00% if redeemed in > 2-3 years, 0% thereafter.

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