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SVAN INVESTMENT MANAGERS LLP - VELOCITY
Svan Investment Managers LLP
256.57 CR AUM
SVAN INVESTMENT MANAGERS LLP - VELOCITY
Svan Investment Managers LLP
256.57 CR AUM
BSE 500 TRI
Benchmark
2yr 8mo
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
2yr 8mo
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

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.
Purpose
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.
Investment Approach v/s Benchmark Metrics
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1M IA return
-11.63%
1M benchmark return
-11.37%
Alpha
-0.26%
1M Wealth multiple
0.88x
Investment Approach v/s Benchmark Performance
2026
2026
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Login to see the live performance and return
Wealth Creation Calculator
1M IA return
-11.63%
1M benchmark return
-11.37%
Alpha
-0.26%
1M Wealth multiple
0.88x
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