Affluense AI AFFLUENSE

Velocity

SVAN Investment Managers LLP
PMS Small & Mid Cap
Benchmark
S&P BSE 500 TRI
Inception Date
19 July 2023
Min. Investment
₹50,00,000
AUM (Cr.)
₹271.30
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

This investment vehicle is engineered to generate enhanced risk-adjusted returns on deployed capital across varying economic and market environments. The strategy centers on cultivating a growth-focused, diversified portfolio comprising Indian equities and associated securities, alongside other permitted listed and unlisted instruments, all managed in strict adherence to prevailing regulatory frameworks to facilitate optimal capital appreciation.

Investment Objective

The investment objective of the scheme is to generate enhanced returns, considering risk factors, on the deployed capital over the long term. This will be pursued irrespective of prevailing economic and market environments. The strategy involves constructing a growth-focused, broadly diversified portfolio comprising Indian equities, associated securities, and other permissible listed and unlisted instruments, adhering strictly to all regulatory guidelines, with the aim of maximizing capital appreciation.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -2.61% -0.24% -2.37%
3 MONTHS -1.91% 5.02% -6.93%
6 MONTHS -4.44% 1.63% -6.07%
1 YEAR -5.85% 7.63% -13.48%
2 YEAR 18.35% 11.64% 6.71%
SINCE INCEPTION 25.30% 15.92% 9.38%

Calendar Year Performance

Year Return
CY 2025 -5.85%
CY 2024 48.81%

Financial Year Performance

Year Return
FY 26_YTD 8.93%
FY 25 25.73%

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

Fund Managers

Sachin Kasera

Fund Manager

Sachin Kasera, the founder of Svan Investment Managers LLP, brings more than twenty years of seasoned investment management expertise to the platform. His core competency lies in identifying high-growth potential equity investments. His early exposure to financial markets within his family environment fostered a lifelong fascination with equities. This sustained interest and deepening comprehension of equity markets ultimately shaped his career trajectory. He maintains that sustained educational development, rigorous data analysis, and ongoing refinement of research methodologies and analytical proficiencies are fundamental for achieving success across diverse market conditions.

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
2 Yrs, 5 Months
sip
Not Available
stp
Not Available

Fee Structure

Variable Fee

AMC: 1.5%

Hurdle: 10%

Profit Sharing: 20%

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)