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Savart ASTRA PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.

The Savart ASTRA PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.

It falls under the MULTI CAP & FLEXI CAP investment category, offering diversified exposure. As of now, the strategy has a total AUM of an UnDisclosed Amount.

Over the last 1 year, it delivered a strong return of 15.64%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500, ensuring broad market comparison.

Savart ASTRA PMS Strategy or Investment Approach - PMS Details

Strategy Name

ASTRA

Start Date

27 September 2023

Category

MULTI CAP & FLEXI CAP

Benchmark

S&P BSE 501

AUM (Rs.)

Rs.23.93 Cr.

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr. Aditya Ranade

1 Yr. Return

15.64%

3 Yr. Return

NA

5 Yr. Return

NA

Savart ASTRA Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

Not Disclosed

Top 5 Stocks%

Not Disclosed

Top 5 Sectors%

Not Disclosed

Portfolio Age

1 Yrs, 7 Months

SIP

NA

STP

NA

Average Market Cap

Not Disclosed

Savart ASTRA PMS Strategy - Cost or Charges

Fixed Fees

2.5% of Fund Value

Variable AMC

1.75% of Fund Value

Variable Profit Sharing

30% sharing over S&P BSE 500

Exit Load 1st Year

3.00%

Exit Load 2nd Year

2.00%

Exit Load 3rd Year

1.00%

Savart ASTRA PMS Investment Approach - Portfolio Composition

Large Cap

Not Disclosed

Mid Cap

Not Disclosed

Small Cap

Not Disclosed

Cash & Equivalent

Not Disclosed

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