Savvy Capital Advisors Llp • Equity
Savvy Default is an equity portfolio management service (PMS) strategy run by Savvy Capital Advisors Llp, launched on 20 Mar 2017. As of 30 Sep 2026, it manages ₹938 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +16.79% over 1 year, +17.18% over 3 years and +20.64% over 5 years (+24.09% since inception). Over 3 years, the BSE 500 TRI returned +9.21%, so the strategy is 7.97 percentage points ahead of its benchmark. Its 3-year return ranks 74th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹3 Crore. The strategy is managed by SAMIR V PATEL.
Ranked nearby on 3-year return: Emkay New Vitalized India (+17.34%), Focused Opportunities Strategy (+17.23%), Electrum Laureate Portfolio (+17.16%), Motilal Oswal Midcap Multifactor Strategy (+17.03%).
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 | -3.82% |
| 3 Months | +5.74% |
| 1 Year | +16.79% |
| 3 Years | +17.18% |
| 5 Years | +20.64% |
| Since Inception | +24.09% |
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 callSavvy Default has a 1-year return of +16.79%, a 3-year return of +17.18%, a 5-year return of +20.64% and +24.09% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Savvy Default returned +20.64% against +8.91% for the BSE 500 TRI, 11.73 percentage points ahead. Over 3 years it returned +17.18% against +9.21%; Over 1 year it returned +16.79% 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, Savvy Default's 3-year return of +17.18% ranks 74th as of 30 Sep 2026.
Savvy Default is managed by SAMIR V PATEL at Savvy Capital Advisors. The strategy manages ₹938 Cr of client assets as of 30 Sep 2026.
Savvy Default manages ₹938 Cr of client assets as of 30 Sep 2026.
The minimum investment for Savvy Default is ₹3 Crore.
Savvy Default was launched on 20 Mar 2017. It has a 9-year track record.
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