Avendus Investment Managers Private Limited • Equity
Avendus Olivo Core Equity Portfolio is an equity portfolio management service (PMS) strategy run by Avendus Investment Managers Private Limited, launched on 29 Jul 2020. As of 30 Sep 2026, it manages ₹138 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are -9.40% over 1 year, +5.79% over 3 years and +7.01% over 5 years (+13.00% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 3.41 percentage points behind of its benchmark. Its 3-year return ranks 401st of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Ganeshram Jayaraman.
Ranked nearby on 3-year return: Centrum Built to Grow Multicap NRI. (+5.86%), Ad Astra Fund (+5.81%), Alchemy Ascent (+5.70%), Joindre Value Fund (+5.66%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -6.87% |
| 3 Months | -5.80% |
| 1 Year | -9.40% |
| 3 Years | +5.79% |
| 5 Years | +7.01% |
| Since Inception | +13.00% |
| management fee | Fixed Fees: AMC Charge : up to 2.5% |
| performance fee | Variable Fees: AMC Charge : Up to 1.50% Hurdle : 10% Performance Fees : 15% |
| exit load | 1st Year : 2% 2nd Year : 1% 3rd Year : 1% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callAvendus Olivo Core Equity Portfolio has a 1-year return of -9.40%, a 3-year return of +5.79%, a 5-year return of +7.01% and +13.00% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Avendus Olivo Core Equity Portfolio returned +7.01% against +8.91% for the BSE 500 TRI, 1.90 percentage points behind. Over 3 years it returned +5.79% against +9.20%; Over 1 year it returned -9.40% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, Avendus Olivo Core Equity Portfolio's 3-year return of +5.79% ranks 401st as of 30 Sep 2026.
Avendus Olivo Core Equity Portfolio is managed by Ganeshram Jayaraman at Avendus. The strategy manages ₹138 Cr of client assets as of 30 Sep 2026.
Avendus Olivo Core Equity Portfolio manages ₹138 Cr of client assets as of 30 Sep 2026.
The fee structure for Avendus Olivo Core Equity Portfolio includes: management fee: Fixed Fees: AMC Charge : up to 2.5%; performance fee: Variable Fees: AMC Charge : Up to 1.50% Hurdle : 10% Performance Fees : 15%; exit load: 1st Year : 2% 2nd Year : 1% 3rd Year : 1%.
The minimum investment for Avendus Olivo Core Equity Portfolio is ₹50 Lakhs.
Avendus Olivo Core Equity Portfolio was launched on 29 Jul 2020. It has a 6-year track record.
Description
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