Avendus PMS strategies

Avendus runs 3 portfolio management strategies listed with APMI, managing โ‚น428 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.

Data month: September 2026 ยท Source: APMI ยท Updated

3 PMS strategies by Avendus, largest first
StrategyCategoryManagerAUM3Y returnvs benchmarkFeesMinimumData month
Avendus Margin Of SafetyEquityGaneshram Jayaramanโ‚น291 Crโ€”โ€”โ€”โ‚น50 LakhsSep 2026
Avendus Olivo Core Equity PortfolioEquityGaneshram Jayaramanโ‚น138 Cr+5.79%-3.41 ptsup to 2.5% fixed or up to 1.50% + 15% of profits over 10%โ‚น50 LakhsSep 2026
Avendus Olivo Liquid PortfolioDebtโ€”โ€”โ€”โ€”โ€”โ‚น50 Lakhsโ€”

Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "โ€”" means the figure isn't reported. Past returns don't predict future returns.

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