Dwaith Advisory Private Limited • Equity
Concentrated Growth Portfolio is an equity portfolio management service (PMS) strategy run by Dwaith Advisory Private Limited, launched on 1 Jul 2024. As of 30 Sep 2026, it manages ₹237 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +39.27% over 1 year (+18.01% since inception). Over 1 year, the BSE 500 TRI returned -2.33%, so the strategy is 41.60 percentage points ahead of its benchmark. The minimum investment is ₹50 Lakhs. The strategy is managed by Harsha Venkatesh.
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 | +1.30% |
| 3 Months | +14.79% |
| 1 Year | +39.27% |
| Since Inception | +18.01% |
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 callConcentrated Growth Portfolio has a 1-year return of +39.27% and +18.01% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 1 year, Concentrated Growth Portfolio returned +39.27% against -2.33% for the BSE 500 TRI, 41.60 percentage points ahead. Figures as of 30 Sep 2026.
Concentrated Growth Portfolio is managed by Harsha Venkatesh at Dwaith Advisory. The strategy manages ₹237 Cr of client assets as of 30 Sep 2026.
Concentrated Growth Portfolio manages ₹237 Cr of client assets as of 30 Sep 2026.
The minimum investment for Concentrated Growth Portfolio is ₹50 Lakhs.
Concentrated Growth Portfolio was launched on 1 Jul 2024. It has a 2-year track record.
Description
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