Svan Investment Managers LLP • Equity
SVAN Investment Managers LLP - Velocity is an equity portfolio management service (PMS) strategy run by Svan Investment Managers LLP, launched on 19 Jul 2023. As of 30 Sep 2026, it manages ₹431 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +8.27% over 1 year and +21.57% over 3 years (+22.60% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 12.37 percentage points ahead of its benchmark. Its 3-year return ranks 28th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Jigar Shah.
Ranked nearby on 3-year return: Ace Ten Trillion Opportunities (+21.84%), FCI LLP Wealth Optimizer II (+21.72%), Shade Value Fund (+21.43%), ICICI Prudential PMS Infrastructure Strategy (+21.16%).
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 | -3.86% |
| 3 Months | +2.45% |
| 1 Year | +8.27% |
| 3 Years | +21.57% |
| Since Inception | +22.60% |
| management fee | Fixed Fees: No fixed Fees Offering |
| performance fee | Variable Fees: AMC: Upto 1.5% Performance Fees: :20% Hurdle Rate: 12% |
| exit load | 1st Year: 3% 2nd Year: 2% 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 callSVAN Investment Managers LLP - Velocity has a 1-year return of +8.27%, a 3-year return of +21.57% and +22.60% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 3 years, SVAN Investment Managers LLP - Velocity returned +21.57% against +9.20% for the BSE 500 TRI, 12.37 percentage points ahead. Over 1 year it returned +8.27% 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, SVAN Investment Managers LLP - Velocity's 3-year return of +21.57% ranks 28th as of 30 Sep 2026.
SVAN Investment Managers LLP - Velocity is managed by Jigar Shah at Svan. The strategy manages ₹431 Cr of client assets as of 30 Sep 2026.
SVAN Investment Managers LLP - Velocity manages ₹431 Cr of client assets as of 30 Sep 2026.
The fee structure for SVAN Investment Managers LLP - Velocity includes: management fee: Fixed Fees: No fixed Fees Offering; performance fee: Variable Fees: AMC: Upto 1.5% Performance Fees: :20% Hurdle Rate: 12%; exit load: 1st Year: 3% 2nd Year: 2% 3rd Year: 1%.
The minimum investment for SVAN Investment Managers LLP - Velocity is ₹50 Lakhs.
SVAN Investment Managers LLP - Velocity was launched on 19 Jul 2023. It has a 3-year track record.
Description