Focused Strategy
Focused Strategy is a Equity Portfolio Management Service launched by Zen Wealth Management Services Ltd on July 2024. Managed by SATISH KANTHETI, the fund holds ₹31 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh, with a AMC: 0.25% to 1% HURDLE RATE: 12% Or 15% FEES SHARING: 20% % performance fee. Trailing returns: 21.02% (1Y), 11.43% since inception. Performance data as of July 2026.
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Focused Strategy
Zen Wealth Management Services Ltd
31.14 CR AUM
Focused Strategy
Zen Wealth Management Services Ltd
31.14 CR AUM
BSE 500 TRI
Benchmark
2yr 0mo
Age
EQUITY
Strategy
NIL
Fixed Fees
AMC: 0.25% to 1%
HURDLE RATE: 12% Or 15%
FEES SHARING: 20%
Variable Fees
1ST YEAR : 0.25%
Exit Load
BSE 500 TRI
Benchmark
2yr 0mo
Age
EQUITY
Strategy
NIL
Fixed Fees
AMC: 0.25% to 1%
HURDLE RATE: 12% Or 15%
FEES SHARING: 20%
Variable Fees
1ST YEAR : 0.25%
Exit Load
satish kantheti
Fund Manager
EQUITYStrategies
Satish serves as a Chief Investment Officer (CIO) and Managing Director. Prior to this, he was heading the Equity Research Division at ZEN Securities Limited, a group company engaged in offering various Financial Services and Products. Satish has a cumulative experience of over 23 years in Equity Research and Investment Management space. For the last 2 decades, Satish has been involved in spreading investor awareness in Andhra Pradesh and Telangana, through media and investor meets. Satish is a CFA (ICFAI) and also has an MBA in Finance.
What is this fund's investment objective?
Generate Consistent long-term Wealth
How has Focused Strategy performed?
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1M IA return
6.26%
1M benchmark return
1.73%
Alpha
4.53%
1M Wealth multiple
1.06x
How has this fund performed vs its benchmark?
2026
2026
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1M IA return
6.26%
1M benchmark return
1.73%
Alpha
4.53%
1M Wealth multiple
1.06x
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