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Karvy - Excel
Karvy - Excel

Karvy - Excel

  • Karvy Capital Ltd
  • Debt
  • 1
    Out of 3*
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PMS Bazaar
Portfolio age9 years, 1 month
0.81%
%
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 30/11/2025)
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

Debasis Dasgupta
  • Manager Rank3 Out of 7
    i
    Rank is based on 3-year return
  • Schemes Managed2
  • Total AUM163.64
  • Highest Return In 1 Yr10.96%
Profile

A seasoned debt market professional, he brings over 35 years of extensive experience across forex and fixed-income trading. He began his career as a Forex Dealer and later transitioned to the Wholesale Debt Market, gaining deep expertise in trading, market operations, and risk management. He played a key leadership role at Karvy Capital Ltd., serving as the Head of the Dealing Desk and spearheading Proprietary Trading in the Debt Market since the firm’s inception. He was also instrumental in driving the debt business across the Karvy Group. He holds a Bachelor of Science degree as well as a Law degree from the University of Kolkata.

Other Schemes
  • table
  • Grid
Compare
Karvy - Excel
AUM (₹ Cr)
₹92.36 Cr
Hurdle Rate
No Option
Benchmark
Crisil Credit Index
Category
Debt
Category Rank
7 Out of 15
Fixed Fee
1.50%
Scheme Return
0.81%
Benchmark Return
%
Karvy - Demeter
AUM (₹ Cr)
₹71.28 Cr
Hurdle Rate
No Option
Benchmark
Crisil Credit Index
Category
Debt
Category Rank
14 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)
92.36
(As on Nov, 2025)
Inception Date
Nov 08, 2016
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

The, Excel PMS is recommended for investors seeking to hold a debt portfolio with a low to moderate risk appetite.

Investment Approach

The strategy invests in companies which typically have some form of non-promoter equity interest in the form of 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 - Excel
AUM (₹ Cr)
₹92.36 Cr
Hurdle Rate
No Option
Benchmark
Crisil Credit Index
Category Rank
7 Out of 15
Fixed Fee
1.50%
Scheme Return
0.81%
Benchmark Return
%
Scient Capital - Aries PMS
AUM (₹ Cr)
UNDISC.
Hurdle Rate
6.00%
Benchmark
Crisil Credit Index
Category Rank
1 Out of 15
Fixed Fee
1.00%
Scheme Return
2.45%
Benchmark Return
0.89%
Scient Capital - Zen PMS
AUM (₹ Cr)
UNDISC.
Hurdle Rate
6%
Benchmark
Crisil Composite Bond Fund Index
Category Rank
2 Out of 15
Fixed Fee
1.00%
Scheme Return
1.42%
Benchmark Return
0.35%
Northern Arc - Income Builder Series A
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Crisil Credit Index
Category Rank
3 Out of 15
Fixed Fee
0.60%
Scheme Return
1.28%
Benchmark Return
0.94%
Ionic Yield Enhancer Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Crisil Composite Bond Fund Index
Category Rank
4 Out of 15
Fixed Fee
1.00%
Scheme Return
0.94%
Benchmark Return
0.39%
Neo Yield Enhancer
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty Medium to Long Duration Debt Index
Category Rank
5 Out of 15
Fixed Fee
1% Or 1.25%
Scheme Return
0.93%
Benchmark Return
0.48%
*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 169.04 crores. Its current offering of PMS schemes includes 2 Debt schemes.

AUM (₹ cr)

169.04 (As on Nov, 2025)

Number of Schemes

2
Schemes From This AMC
  • table
  • Grid
Compare
Karvy - Excel
AUM (₹ Cr)
₹92.36 Cr
Hurdle Rate
No Option
Benchmark
Crisil Credit Index
Category
Debt
Category Rank
7 Out of 15
Fixed Fee
1.50%
Scheme Return
0.81%
Benchmark Return
%
Karvy - Demeter
AUM (₹ Cr)
₹71.28 Cr
Hurdle Rate
No Option
Benchmark
Crisil Credit Index
Category
Debt
Category Rank
14 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 - Excel?
There is no option for Hurdle rate.
What is the fixed fee charged in Karvy - Excel ?
The fixed fee charged in Karvy - Excel is 1.50%.
What is the variable fee charged in Karvy - Excel ?
There is no option for Variable fee.
What is the profit sharing in Karvy - Excel ?
There is no option for Profit sharing.
What is the minimum investment in Karvy - Excel ?
The minimum investment in Karvy - Excel is ₹50 Lacs
What type of scheme is Karvy - Excel?
Karvy - Excel is an Debt scheme. It falls in the Debt category.
What is the inception date of Karvy - Excel?
The inception date of Karvy - Excel is Nov 08, 2016.
What is the exit load of Karvy - Excel?
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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