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Karvy - Demeter
Karvy - Demeter

Karvy - Demeter

  • Karvy Capital Ltd
  • Debt
  • 2
    Out of 3*
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Portfolio age11 years, 5 months
0.39%
%
Hurdle Rate**0.00%
Fixed fee1.50%
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)
Allocation by Market Cap
Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

Ajit Kumar Bhaskarn
  • Manager Rank5 Out of 8
    i
    Rank is based on 3-year return
  • Schemes Managed2
  • Total AUM167.84
  • Highest Return In 1 Yr10.88%
Profile

Ajit is CIO- Fixed Income of Karvy capital ltd, He has over two decades of rich experience in asset management and Capital Market Prior to joining Karvy Capital he was head of Fixed Income of Anand Rathi Global Finance ltd., Ajit has a vast experience in managing large AUM in debt across rating spectrum. His previous assignments have been with Treasury of AXIS Bank, ICICI Bank as the head of bond desk, Birla Sunlife Insurance as Joint Vice President – Fixed income & Max Life Insurance as a Senior fund Manager He is a Physics (Hon.) graduate from Pune University and is a MBA Finance from Amravati University.

Other Schemes
  • table
  • Grid
Compare
Karvy - Excel
AUM (₹ Cr)
₹94.25 Cr
Hurdle Rate
No Option
Benchmark
Crisil Credit Index
Category
Debt
Category Rank
5 Out of 15
Fixed Fee
1.50%
Scheme Return
0.75%
Benchmark Return
%
Karvy - Demeter
AUM (₹ Cr)
₹73.59 Cr
Hurdle Rate
No Option
Benchmark
Crisil Credit Index
Category
Debt
Category Rank
12 Out of 15
Fixed Fee
1.50%
Scheme Return
0.39%
Benchmark Return
%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
73.59
(As on Oct, 2025)
Inception Date
Jul 01, 2014
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
1.50%
Variable Fee
No Option
Hurdle Rate
No Option
Profit Sharing
No Option
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bt_logoINVESTMENT PHILOSOPHY

Objective

Demeter PMS is recommended for investors seeking to hold a debt portfolio with moderate to high risk appetite expecting a moderate return over a long term horizon.

Investment Approach

The strategy invests in debt securities (listed or traded on a recognised stock exchange) and money market instruments.

bt_logoCalculators

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Karvy - Demeter
AUM (₹ Cr)
₹73.59 Cr
Hurdle Rate
No Option
Benchmark
Crisil Credit Index
Category Rank
12 Out of 15
Fixed Fee
1.50%
Scheme Return
0.39%
Benchmark Return
%
Maximal - Income Fund
AUM (₹ Cr)
₹32.01 Cr
Hurdle Rate
12.00%
Benchmark
Nifty Medium to Long Duration Debt Index
Category Rank
1 Out of 15
Fixed Fee
No Option
Scheme Return
2.06%
Benchmark Return
0.73%
Absolute Return Strategy
AUM (₹ Cr)
₹810.00 Cr
Hurdle Rate
8%
Benchmark
Crisil Composite Bond Fund Index
Category Rank
2 Out of 15
Fixed Fee
1.75%
Scheme Return
1.64%
Benchmark Return
0.68%
Secure
AUM (₹ Cr)
UNDISC.
Hurdle Rate
7.50% or Benchmark
Benchmark
Crisil Credit Index
Category Rank
3 Out of 15
Fixed Fee
2.50%
Scheme Return
1.01%
Benchmark Return
0.95%
Neo Yield Enhancer
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty Medium to Long Duration Debt Index
Category Rank
4 Out of 15
Fixed Fee
1% Or 1.25%
Scheme Return
0.95%
Benchmark Return
0.73%
Karvy - Excel
AUM (₹ Cr)
₹94.25 Cr
Hurdle Rate
No Option
Benchmark
Crisil Credit Index
Category Rank
5 Out of 15
Fixed Fee
1.50%
Scheme Return
0.75%
Benchmark Return
%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Karvy Capital Ltd
Karvy Capital Ltd manages assets worth Rs 173.25 crores. Its current offering of PMS schemes includes 2 Debt schemes.

AUM (₹ cr)

173.25 (As on Oct, 2025)

Number of Schemes

2
Schemes From This AMC
  • table
  • Grid
Compare
Karvy - Excel
AUM (₹ Cr)
₹94.25 Cr
Hurdle Rate
No Option
Benchmark
Crisil Credit Index
Category
Debt
Category Rank
5 Out of 15
Fixed Fee
1.50%
Scheme Return
0.75%
Benchmark Return
%
Karvy - Demeter
AUM (₹ Cr)
₹73.59 Cr
Hurdle Rate
No Option
Benchmark
Crisil Credit Index
Category
Debt
Category Rank
12 Out of 15
Fixed Fee
1.50%
Scheme Return
0.39%
Benchmark Return
%
*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 Karvy - Demeter?
There is no option for Hurdle rate.
What is the fixed fee charged in Karvy - Demeter ?
The fixed fee charged in Karvy - Demeter is 1.50%.
What is the variable fee charged in Karvy - Demeter ?
There is no option for Variable fee.
What is the profit sharing in Karvy - Demeter ?
There is no option for Profit sharing.
What is the minimum investment in Karvy - Demeter ?
The minimum investment in Karvy - Demeter is ₹50 Lacs
What type of scheme is Karvy - Demeter?
Karvy - Demeter is an Debt scheme. It falls in the Debt category.
What is the inception date of Karvy - Demeter?
The inception date of Karvy - Demeter is Jul 01, 2014.
What is the exit load of Karvy - Demeter?
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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