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Investsavvy - Alpha Fund
Investsavvy - Alpha Fund

Investsavvy - Alpha Fund

  • Investsavvy Portfolio Management LLP
  • Multi Cap AND Flexi Cap
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Portfolio age3 years, 11 months
-2.44%
-0.24%
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 31/12/2025)
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 (2.33%)
Allocation by Market Cap
Small Cap (93.71%)
Mid Cap (0%)
Large Cap (3.96%)
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

No data found

bt_logoFUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Dec, 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.

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bt_logoPEER ANALYSIS

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Qode Tactical Fund
AUM (₹ Cr)
₹15.74 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 267
Fixed Fee
No Option
Scheme Return
-1.43%
Benchmark Return
0.45%
Qode All Weather
AUM (₹ Cr)
₹159.94 Cr
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 267
Fixed Fee
No Option
Scheme Return
-1.93%
Benchmark Return
-0.51%
India Winners Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 267
Fixed Fee
2.50%
Scheme Return
-2.09%
Benchmark Return
-11.37%
Envision New Frontiers
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 267
Fixed Fee
No Option
Scheme Return
-2.33%
Benchmark Return
0.45%
Capital 8 Infinity Fund
AUM (₹ Cr)
₹141.42 Cr
Hurdle Rate
NA
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 267
Fixed Fee
NA
Scheme Return
-2.67%
Benchmark Return
0.45%
Acepro - Galaxy Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category Rank
6 Out of 267
Fixed Fee
2.50% Or 1.50%
Scheme Return
-4.16%
Benchmark Return
-0.51%
*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 99.08 crores. Its current offering of PMS schemes includes

AUM (₹ cr)

99.08 (As on Dec, 2025)

Number of Schemes

0
Schemes From This AMC
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No Data Found!

*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQs

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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