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Credit Opportunities Portfolio

Credit Opportunities Portfolio is a Debt Portfolio Management Service launched by Ladderup Asset Managers Private Limited on June 2024. Managed by Raghvendra Nath, the fund holds ₹52 Cr in AUM and benchmarks against Nifty Medium to Long Duration Debt Index. Minimum investment is ₹5000000 lakh, with a up to 0.75% Management Fee% fixed fee and Performance Fee up to 20% above hurdle rate of 11%% performance fee. Trailing returns: 11.12% (1Y), 12.66% since inception. Performance data as of July 2026.

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Credit Opportunities Portfolio

Ladderup Asset Managers Private Limited

51.68 CR AUM

Credit Opportunities Portfolio

Credit Opportunities Portfolio

Ladderup Asset Managers Private Limited

51.68 CR AUM

Nifty Medium to Long Duration Debt Index
Benchmark
2yr 0mo
Age
DEBT
Strategy
up to 0.75% Management Fee
Fixed Fees
Performance Fee up to 20% above hurdle rate of 11%
Variable Fees
Up to 1.5% within 1 Year Up to 1% after year 1 till Year 2 Nil after 3 years
Exit Load
Nifty Medium to Long Duration Debt Index
Benchmark
2yr 0mo
Age
DEBT
Strategy
up to 0.75% Management Fee
Fixed Fees
Performance Fee up to 20% above hurdle rate of 11%
Variable Fees
Up to 1.5% within 1 Year Up to 1% after year 1 till Year 2 Nil after 3 years
Exit Load
Fund manager

raghvendra nath

Fund Manager
DEBTStrategies

Mr. Raghvendra Nath has more than three decades of capital markets and investment management experience. His ability to analyse trends and evaluate businesses has supported him to lead a few esteemed organisations in the industry. He has worked with Birla Sun Life Mutual Fund, one of the leading Mutual Fund companies in India. In his tenure he successfully created Asset Allocation strategies for various MF Schemes. He tracked macro-economic factors in India & globally to identify major trends & analyze the impact on fund performance as well as the overall business. His acumen in creating differentiated strategies to address investor needs contributed to the success of the firms he has been associated with. Prior to this he was the business head for Aditya Birla Money. He is a CFA, MBA and an Engineer by qualification and provides thought leadership to the business. He has an impeccable reputation in the Indian Markets and is a frequent face in the Indian Business media.

Mr. Raghvendra Nath has more than three decades of capital markets and investment management experience. His ability to analyse trends and evaluate businesses has supported him to lead a few esteemed organisations in the industry. He has worked with Birla Sun Life Mutual Fund, one of the leading Mutual Fund companies in India. In his tenure he successfully created Asset Allocation strategies for various MF Schemes. He tracked macro-economic factors in India & globally to identify major trends & analyze the impact on fund performance as well as the overall business. His acumen in creating differentiated strategies to address investor needs contributed to the success of the firms he has been associated with. Prior to this he was the business head for Aditya Birla Money. He is a CFA, MBA and an Engineer by qualification and provides thought leadership to the business. He has an impeccable reputation in the Indian Markets and is a frequent face in the Indian Business media.

What is this fund's investment objective?

The objective of this fund is to invest in short and medium-term credit opportunities of companies with strong financial background, with the aim of generating superior returns. Investments will primarily target fixed-income instruments like NCDs, Bonds, Perpetual Bond, InvIT, Asset Backed Securities, Debt oriented mutual funds. While investing in individual companies, the focus shall be on investing in companies with a proven track record of profitability, investment-grade ratings, and reputable promoters.

How has Credit Opportunities Portfolio performed?

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Wealth Creation Calculator

1M IA return
1.35%
1M benchmark return
2.25%
Alpha
-0.90%
1M Wealth multiple
1.01x

How has this fund performed vs its benchmark?

2026
2026
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Wealth Creation Calculator

1M IA return
1.35%
1M benchmark return
2.25%
Alpha
-0.90%
1M Wealth multiple
1.01x

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