Investsavvy Alpha is an equity portfolio management service (PMS) strategy run by Investsavvy Portfolio Management Llp, launched on 26 Apr 2022. It manages ₹101 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are -9.17% over 1 year and +35.79% over 3 years (+31.23% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹101 Cr
3-year return
+35.79%
Minimum investment
₹50 Lakhs
Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
Fund Manager
Not Disclosed
Assets (AUM)
₹100.8 Cr
Benchmark Index
Nifty 500 TRI
Inception Date
26/04/2022
Trailing Returns
Trailing returns
Period
Return
1 Month
-6.09%
3 Months
+1.95%
1 Year
-9.17%
3 Years
+35.79%
Since Inception
+31.23%
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.
Frequently asked questions about Investsavvy Alpha
What are the returns of Investsavvy Alpha?
Investsavvy Alpha has a 1-year return of -9.17%, a 3-year return of +35.79% and +31.23% since inception. Past performance is not indicative of future results.
What is the AUM of Investsavvy Alpha?
Investsavvy Alpha manages ₹101 Cr of client assets.
What is the minimum investment for Investsavvy Alpha?
The minimum investment for Investsavvy Alpha is ₹50 Lakhs.
When was Investsavvy Alpha launched?
Investsavvy Alpha was launched on 26 Apr 2022. It has a 4-year track record.