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SVAN INVESTMENT MANAGERS LLP - VELOCITY

SVAN INVESTMENT MANAGERS LLP - VELOCITY is a Equity Portfolio Management Service launched by Svan Investment Managers LLP on July 2023. Managed by Jigar Shah, the fund holds ₹385 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh, with a No fixed Fees Offering% fixed fee and AMC: Upto 1.5% Performance Fees: :20% Hurdle Rate: 12%% performance fee. Trailing returns: 2.95% (1Y), 23.73% since inception. Performance data as of July 2026.

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SVAN INVESTMENT MANAGERS LLP - VELOCITY

Svan Investment Managers LLP

384.88 CR AUM

SVAN INVESTMENT MANAGERS LLP - VELOCITY

SVAN INVESTMENT MANAGERS LLP - VELOCITY

Svan Investment Managers LLP

384.88 CR AUM

BSE 500 TRI
Benchmark
3yr 0mo
Age
EQUITY
Strategy
No fixed Fees Offering
Fixed Fees
AMC: Upto 1.5% Performance Fees: :20% Hurdle Rate: 12%
Variable Fees
1st Year: 3% 2nd Year: 2% 3rd Year: 1%
Exit Load
BSE 500 TRI
Benchmark
3yr 0mo
Age
EQUITY
Strategy
No fixed Fees Offering
Fixed Fees
AMC: Upto 1.5% Performance Fees: :20% Hurdle Rate: 12%
Variable Fees
1st Year: 3% 2nd Year: 2% 3rd Year: 1%
Exit Load
Fund manager

jigar shah

Fund Manager
EQUITYStrategies

Jigar Shah is an equity professional with over twenty years of diverse experience in advisory, sales and marketing and fund management. He has been active in the markets from a young age. Starting his investment journey with IPOs and trying his hand at trading, he realised the importance of long- term investing. Before co-founding Svan Investment Managers, he spent over sixteen years at Motilal Oswal where he started as a management trainee and rose to Senior Vice President, catering to HNIs and institutional clients. He was also co-head equity investments at a boutique PMS firm.

Jigar Shah is an equity professional with over twenty years of diverse experience in advisory, sales and marketing and fund management. He has been active in the markets from a young age. Starting his investment journey with IPOs and trying his hand at trading, he realised the importance of long- term investing. Before co-founding Svan Investment Managers, he spent over sixteen years at Motilal Oswal where he started as a management trainee and rose to Senior Vice President, catering to HNIs and institutional clients. He was also co-head equity investments at a boutique PMS firm.

What is this fund's investment objective?

The objective of the portfolio is to generate risk adjusted superior return on capital invested in listed securities in India. Portfolio Manager intends to employ a fundamental value investing approach, which seeks to capitalize on differences between the prices of securities and their underlying intrinsic value. In order to estimate intrinsic value the Portfolio Manager shall conduct a qualitative and quantitative analysis of the underlying business and the market environment in which it operates.

How has SVAN INVESTMENT MANAGERS LLP - VELOCITY performed?

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1M IA return
7.52%
1M benchmark return
1.73%
Alpha
5.79%
1M Wealth multiple
1.08x

How has this fund performed vs its benchmark?

2026
2026
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Wealth Creation Calculator

1M IA return
7.52%
1M benchmark return
1.73%
Alpha
5.79%
1M Wealth multiple
1.08x

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