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Concentrated Growth Portfolio

Dwaith Advisory Private Limited

145.41 CR AUM

Concentrated Growth Portfolio

Concentrated Growth Portfolio

Dwaith Advisory Private Limited

145.41 CR AUM

BSE 500 TRI
Benchmark
1yr 9mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
1yr 9mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

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.

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.

Purpose

To generate sustainable returns over medium to long term by making investments which primarily comprise of equity securities.

Investment Approach v/s Benchmark Metrics

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1M IA return
-12.71%
1M benchmark return
-11.37%
Alpha
-1.34%
1M Wealth multiple
0.87x

Investment Approach v/s Benchmark Performance

2026
2026
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Login to see the live performance and return

Wealth Creation Calculator

1M IA return
-12.71%
1M benchmark return
-11.37%
Alpha
-1.34%
1M Wealth multiple
0.87x

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