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Excel

Excel is a Debt Portfolio Management Service launched by Karvy Capital Ltd on November 2016. Managed by Debasis Dasgupta, the fund holds ₹71 Cr in AUM and benchmarks against CRISIL Credit Index. Minimum investment is ₹5000000 lakh. Trailing returns: 0.08% (1Y), 0.1% CAGR (3Y), 0.1% since inception. Performance data as of July 2026.

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Excel

Karvy Capital Ltd

70.51 CR AUM

Excel

Excel

Karvy Capital Ltd

70.51 CR AUM

CRISIL Credit Index
Benchmark
9yr 8mo
Age
DEBT
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
CRISIL Credit Index
Benchmark
9yr 8mo
Age
DEBT
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

debasis dasgupta

Fund Manager
DEBTStrategies

A seasoned debt market professional, he brings over 35 years of extensive experience across forex and fixed-income trading. He began his career as a Forex Dealer and later transitioned to the Wholesale Debt Market, gaining deep expertise in trading, market operations, and risk management. He played a key leadership role at Karvy Capital Ltd. serving as the Head of the Dealing Desk and spearheading Proprietary Trading in the Debt Market since the firm's inception. He was also instrumental in driving the debt business across the Karvy Group. He holds a Bachelor of Science degree as well as a Law degree from the University of Kolkata.

A seasoned debt market professional, he brings over 35 years of extensive experience across forex and fixed-income trading. He began his career as a Forex Dealer and later transitioned to the Wholesale Debt Market, gaining deep expertise in trading, market operations, and risk management. He played a key leadership role at Karvy Capital Ltd. serving as the Head of the Dealing Desk and spearheading Proprietary Trading in the Debt Market since the firm's inception. He was also instrumental in driving the debt business across the Karvy Group. He holds a Bachelor of Science degree as well as a Law degree from the University of Kolkata.
Fund manager

ajit bhaskaran

Fund Manager
DEBTStrategies

Ajit Bhaskaran, based in Mumbai, MH, IN, is currently a Chief Investment Officer at KARVY CAPITAL LIMITED. Ajit Bhaskaran brings experience from previous roles at Anand Rathi Global Finance Limited, Max Life Insurance Company Limited and Birla Sun Life Insurance. Ajit Bhaskaran holds a 1994 - 1996 MBA ( FINANCE) in FINANCE @ Amravati University. With a robust skill set that includes Liquidity Management, Investment Strategies, Wealth Management, Sales Management, Insurance and more.

Ajit Bhaskaran, based in Mumbai, MH, IN, is currently a Chief Investment Officer at KARVY CAPITAL LIMITED. Ajit Bhaskaran brings experience from previous roles at Anand Rathi Global Finance Limited, Max Life Insurance Company Limited and Birla Sun Life Insurance. Ajit Bhaskaran holds a 1994 - 1996 MBA ( FINANCE) in FINANCE @ Amravati University. With a robust skill set that includes Liquidity Management, Investment Strategies, Wealth Management, Sales Management, Insurance and more.
1OF2

What is this fund's investment objective?

The investment objective of the Excel investment approach is to prioritize income over capital appreciation through interest, preference dividend and trading of securities (both in the short term and over the long term) both in the primary and secondary markets by investing only in securities rated investment grade and above by any SEBI registered credit rating agency. However, there can be no assurance that the investment objective of the investment approach would be achieved.

How has Excel performed?

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Wealth Creation Calculator

1M IA return
0.01%
1M benchmark return
0.02%
Alpha
-0.01%
1M Wealth multiple
1.00x

How has this fund performed vs its benchmark?

2026
2026
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Wealth Creation Calculator

1M IA return
0.01%
1M benchmark return
0.02%
Alpha
-0.01%
1M Wealth multiple
1.00x

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