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SYNERGY FOCUSED APPROACH FOR LONG TERM

SYNERGY FOCUSED APPROACH FOR LONG TERM is a Equity Portfolio Management Service launched by Harmoney Finserv India Private Limited on December 2010. Managed by KANNAN RAMADASS, the fund holds ₹35 Cr in AUM and benchmarks against Nifty 50 TRI. Minimum investment is ₹5000000 lakh, with a AMC CHARGES 2 % OR 1 % % fixed fee and Performance FEES 10 % OR 15 %% performance fee. Trailing returns: -0.08% (1Y), 10.04% CAGR (3Y), 7.01% since inception. Performance data as of July 2026.

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SYNERGY FOCUSED APPROACH FOR LONG TERM

Harmoney Finserv India Private Limited

35.06 CR AUM

SYNERGY FOCUSED APPROACH FOR LONG TERM

SYNERGY FOCUSED APPROACH FOR LONG TERM

Harmoney Finserv India Private Limited

35.06 CR AUM

Nifty 50 TRI
Benchmark
15yr 6mo
Age
EQUITY
Strategy
AMC CHARGES 2 % OR 1 %
Fixed Fees
Performance FEES 10 % OR 15 %
Variable Fees
1 st Year : 3 % 2 nd Year : 2 % 3 rd Year : 1 % After 3 Years : NIL
Exit Load
Nifty 50 TRI
Benchmark
15yr 6mo
Age
EQUITY
Strategy
AMC CHARGES 2 % OR 1 %
Fixed Fees
Performance FEES 10 % OR 15 %
Variable Fees
1 st Year : 3 % 2 nd Year : 2 % 3 rd Year : 1 % After 3 Years : NIL
Exit Load
Fund manager

kannan ramadass

Fund Manager
EQUITYStrategies

Kannan is an innovative, enthusiastic, and self-made individual, guided by the belief that pursuing one's passion leads to a fulfilling life. A knowledgeable professional with a wide-ranging expertise, he is determined and resilient in constantly striving to reach greater heights both professionally and personally. With a calm and composed demeanor, he exudes confidence and dedication, inspiring those around him to aspire for greatness. His commitment to clients and family is unwavering, embodying a relentless pursuit of excellence. An encouraging and supportive leader, he knows just how to uplift others and foster growth and success with his insightful and adaptable approach

Kannan is an innovative, enthusiastic, and self-made individual, guided by the belief that pursuing one's passion leads to a fulfilling life. A knowledgeable professional with a wide-ranging expertise, he is determined and resilient in constantly striving to reach greater heights both professionally and personally. With a calm and composed demeanor, he exudes confidence and dedication, inspiring those around him to aspire for greatness. His commitment to clients and family is unwavering, embodying a relentless pursuit of excellence. An encouraging and supportive leader, he knows just how to uplift others and foster growth and success with his insightful and adaptable approach

What is this fund's investment objective?

This Strategy will incorporate multiple investment strategies, such as 1.Investing in companies that have consistent earnings growth with good ROE - ROCE, 2.Invest in good companies that are temporarily under performing (Turnaround), 3.Buying companies having low price-to-earnings multiples with high dividend yields.

How has SYNERGY FOCUSED APPROACH FOR LONG TERM performed?

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Wealth Creation Calculator

1M IA return
3.27%
1M benchmark return
1.67%
Alpha
1.60%
1M Wealth multiple
1.03x

How has this fund performed vs its benchmark?

2026
2026
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Wealth Creation Calculator

1M IA return
3.27%
1M benchmark return
1.67%
Alpha
1.60%
1M Wealth multiple
1.03x

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