INVESTSAVVY ALPHA
INVESTSAVVY ALPHA is a Equity Portfolio Management Service launched by Investsavvy Portfolio Management Llp on April 2022. Managed by ASHISH GOEL, the fund holds ₹101 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh, with a 1.5%% fixed fee and Hurdle 15% Profit Share; 15% to 20%: 15% Sharing(Without Catch up) 20% Plus: 20% Sharing % performance fee. Trailing returns: -9.17% (1Y), 35.79% CAGR (3Y), 31.23% since inception. Performance data as of July 2026.
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INVESTSAVVY ALPHA
Investsavvy Portfolio Management Llp
100.80 CR AUM
INVESTSAVVY ALPHA
Investsavvy Portfolio Management Llp
100.80 CR AUM
BSE 500 TRI
Benchmark
3yr 7mo
Age
EQUITY
Strategy
1.5%
Fixed Fees
Hurdle 15%
Profit Share; 15% to 20%: 15% Sharing(Without Catch up)
20% Plus: 20% Sharing
Variable Fees
1st Year 3%
2nd Year 2%
3rd Year 3%
Exit Load
BSE 500 TRI
Benchmark
3yr 7mo
Age
EQUITY
Strategy
1.5%
Fixed Fees
Hurdle 15%
Profit Share; 15% to 20%: 15% Sharing(Without Catch up)
20% Plus: 20% Sharing
Variable Fees
1st Year 3%
2nd Year 2%
3rd Year 3%
Exit Load
ashish goel
Fund Manager
EQUITYStrategies
Ashish has over 25 years of experience in Financial Markets. He was a rank holder at IIM Calcutta (MBA), B. Tech.(EE) IIT Kanpur, class topper at Carnegie Mellon University, MS (Computational Finance). He was MD - Standard Chartered Bank, Bear Stearns, Dresdner Bank, Safron Ltd(Hedge Fund) and ICICI. Has worked in US, UK, India and Singapore.
What is this fund's investment objective?
LONG TERM RETURN
How has INVESTSAVVY ALPHA performed?
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1M IA return
-6.09%
1M benchmark return
0.96%
Alpha
-7.05%
1M Wealth multiple
0.94x
How has this fund performed vs its benchmark?
2026
2026
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1M IA return
-6.09%
1M benchmark return
0.96%
Alpha
-7.05%
1M Wealth multiple
0.94x
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