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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

The fund's goal is to achieve superior risk adjusted returns on the capital invested over time, regardless of economic and market conditions. It is designed to leverage a growth-oriented, diversified portfolio of equity and related securities in India, as well as other approved listed and unlisted instruments, in accordance with applicable regulations to optimize capital compounding.

Investment Objective

The fund's goal is to achieve superior risk adjusted returns on the capital invested over time, regardless of economic and market conditions. It is designed to leverage a growth-oriented, diversified portfolio of equity and related securities in India, as well as other approved listed and unlisted instruments, in accordance with applicable regulations to optimize capital compounding.

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

With over two decades of established investment management experience, Sachin Kasera is the founder of Svan Investment Managers LLP. He specialises in cherry-picking multi-baggers. Being brought up in a family where equities and market discussions were part of daily routine, he was fascinated with markets since childhood.With time, his interest and understanding of equity markets kept growing, resulting in his passion transforming into the profession. He believes that continuous learning, diving deep into data, and sharpening research and skills are pivotal to succeed in any market.

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%

Disclaimer

* Returns are as on31st December 2025 , * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1

This profile is provided for general informational purposes only and is based on publicly available information. While reasonable care is taken, the content may not always reflect the latest 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.

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

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