Olivo Core Equity Portfolio

Avendus Investment Managers Pvt Ltd
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
27 July 2020
Min. Investment
₹1,00,00,000
AUM (Cr.)
₹378.65
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

The Avendus Olivo Core Equity Portfolio is a concentrated, long-only strategy focusing on publicly traded equities. It employs a fundamental analysis-driven, long-term investment methodology, incorporating diversification across various sectors, themes, and market trends, without a predefined market capitalization preference.

Investment Objective

This investment strategy is designed for sustained capital appreciation by focusing on high-caliber Indian enterprises poised to capitalize on the nation's economic expansion, as opposed to a reactive, short-term investment methodology.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -0.91% -0.24% -0.67%
3 MONTHS 0.58% 5.02% -4.44%
6 MONTHS -3.24% 1.63% -4.87%
1 YEAR -4.79% 7.63% -12.42%
2 YEAR 7.57% 11.64% -4.07%
3 YEAR 17.73% 16.40% 1.33%
5 YEAR 14.98% 16.82% -1.84%
SINCE INCEPTION 17.15% 20.53% -3.38%

Calendar Year Performance

Year Return
CY 2025 -4.79%
CY 2024 21.54%
CY 2023 41.02%

Financial Year Performance

Year Return
FY 26_YTD 7.21%
FY 25 5.11%
FY 24 53.21%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Ganeshram Jayaraman serves as the Chief Investment Officer and oversees Avendus's Public Equities Long Only division. His primary objective is the development of a robust, distinctive, and expandable domestic investment platform, where he spearheads the execution of enduring investment strategies. Before his current appointment, Ganeshram played a crucial role in establishing Avendus Spark's Institutional Equities business, elevating it to a market-leading status. In his capacity as Managing Director and Head of the business, he held dual responsibilities. He managed India's foremost strategy research desk, providing advisory services to Chief Investment Officers and Portfolio Managers concerning their Indian portfolio allocations. Concurrently, he was instrumental in team development and business expansion, guiding the firm through pivotal stages of growth and scaling. Ganeshram joined Spark in 2006 as its inaugural professional employee. His prior experience includes serving as a credit analyst at HSBC and Standard Chartered Bank, where he was responsible for extending credit facilities to major Indian corporations. He holds a CPA qualification and maintains a strong personal interest in family, culinary arts, and cricket.

Portfolio Details

Portfolio Composition

Large Cap
0%
Mid Cap
0%
Small Cap
0%
Cash & Equivalent
0%

Top 5 Holdings

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Top 5 Sectors

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Portfolio Characteristics

total number of stocks
N/A
top 5 stocks percent
N/A
top 5 sectors percent
N/A
average market cap
N/A
portfolio age
5 Yrs, 5 Months
sip
Not Available
stp
Not Available

Fee Structure

Fixed Fee

AMC: 2%

Variable Fee

AMC: 1.25%

Hurdle: 10%

Profit Sharing: 15%

Exit Load

Year 1: 0%

Year 2: 0%

Year 3: 0%

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)