Concentrated Growth Portfolio
Concentrated Growth Portfolio is a Equity Portfolio Management Service launched by Dwaith Advisory Private Limited on July 2024. Managed by Harsha Venkatesh, the fund holds ₹189 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh. Trailing returns: 19.12% (1Y), 12.47% since inception. Performance data as of July 2026.
Learn
Concentrated Growth Portfolio
Dwaith Advisory Private Limited
188.81 CR AUM
Concentrated Growth Portfolio
Dwaith Advisory Private Limited
188.81 CR AUM
BSE 500 TRI
Benchmark
2yr 0mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
2yr 0mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
harsha venkatesh
Fund Manager
EQUITYStrategies
Harsha's investing journey began in the early 2000s, culminating in an impressive 37% CAGR in his personal portfolio from 2013-2021. His corporate experience includes a pivotal role at Enphase Energy, where he contributed to the company's growth from a $62M market cap to over $25B. Harsha's global perspective, shaped by his work in the USA and Germany, forms the basis of Dwaith's investment strategies. He holds an MBA from IIM Mumbai and a B.E. from RVCE Bangalore. He is also an entrepreneur with a wide-ranging interest in solar, power electronics, and manufacturing industries.
What is this fund's investment objective?
To generate sustainable returns over medium to long term by making investments which primarily comprise of equity securities.
How has Concentrated Growth Portfolio performed?
Loading
Unlock all metrics
Login to see the live performance and return
Wealth Creation Calculator
1M IA return
2.44%
1M benchmark return
1.73%
Alpha
0.71%
1M Wealth multiple
1.02x
How has this fund performed vs its benchmark?
2026
2026
Loading
Unlock all metrics
Login to see the live performance and return
Wealth Creation Calculator
1M IA return
2.44%
1M benchmark return
1.73%
Alpha
0.71%
1M Wealth multiple
1.02x
Similar Investment Approaches
Enam India Equity Portfolio
Enam Asset Management Company Private Limited
₹21,708.57 Cr
EQ
Q India Value Equity Strategy - Constrained V
Quantum Advisors Private Limited
₹15,673.55 Cr
EQ
Customised Discretionary Portfolio - Equity
360 One Asset Management Limited
₹14,727.93 Cr
EQ
Icici Prudential Pms Contra Strategy
Icici Prudential Asset Management Company Ltd
₹13,837.43 Cr
EQ
Valuequest Alpha
Valuequest Investment Advisors Pvt. Ltd.
₹11,991.76 Cr
EQ