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Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Past performance is not indicative of future returns. All returns are time-weighted (TWRR). Investments in securities markets are subject to market risks. Read all the related documents carefully before investing.
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
| Period | This strategy | S&P BSE 500 TRI | Difference |
|---|---|---|---|
| 1 Month | +0.5% | −5.6% | +6.1% |
| 3 Months | 0.0% | −3.6% | +3.6% |
| 6 Months | 0.0% | +8.1% | −8.1% |
| 1 Year | 0.0% | −2.3% | +2.3% |
|---|
| 2 Years | 0.0% | −3.9% | +3.9% |
|---|
| 3 Years (CAGR) | 0.0% | +9.2% | −9.2% |
|---|
| 4 Years (CAGR) | 0.0% | +11.2% | −11.2% |
|---|
| 5 Years (CAGR) | 0.0% | +8.9% | −8.9% |
|---|
| Since launch | −0.3% | +11.7% | −12.0% |
|---|
As of Aug 2026
Risk metrics as of 2026-08-01 · 3-month window · Source: Computed from NAV history
Maximum drawdown: 0.0%
Dwaith Funds’s story and investment philosophy are on the Dwaith Funds firm page.
Harsha Venkatesh
Principal Officer and Managing Partner
Harsha's investing journey began in the early 2000s, culminating in an impressive 37% CAGR in his personal portfolio from 2013-2021. His corporate experience includes a pivotal role at Enphase Energy, where he contributed to the company's growth from a $62M market cap to over $25B. Harsha's global perspective, shaped by his work in the USA and Germany, forms the basis of Dwaith's investment strategies. He holds an MBA from IIM Mumbai and a B.E. from RVCE Bangalore. He is also an entrepreneur with a wide-ranging interest in solar, power electronics, and manufacturing industries.
Venkatesha Murthy
Compliance Officer
With over 40 years in accounting and auditing, Venkatesha brings a wealth of experience to Dwaith's compliance function. His personal investing journey, which began during India's economic liberalization in the early 1990s, adds depth to his role in ensuring adherence to regulatory standards.
Kruthi Harsha
Analyst and Director
Kruthi's international exposure, having worked in Germany, USA, and India, provides valuable insights into analyzing growth opportunities as India evolves. Her engineering background and entrepreneurial experience in real estate complement her role in identifying long-term investment prospects.
S K Ravi
Legal Advisor
A qualified Company Secretary with expertise in Corporate Law, Civil Law, Trademarks, and Insolvency Law, SK Ravi heads Tatvamasi Corporate Services. His comprehensive legal knowledge is instrumental in navigating complex regulatory landscapes.
Ashwin Kumar T
Director Research
25+ years in Capital Markets. With exposure to multiple asset classes, sectors, market cycles with roles in Family Office, PMS and Mutual Funds. Core areas of theme investing including dividend yield, international and asset allocation with knowledge of key sectors like Automobiles, Energy and Financial Services.
Om Sonavane
Research Analyst
3+ years of experience in Equity Research. 3,000+ companies researched. Tracking Pharma, Banking and Services. Core strengths: portfolio construction, idea generation, investment memo writing.
Nishanth NS
Research Analyst
Research focus on AI's impact on financial services informs Dwaith's data-driven screening layer. Covering Defence, Consumer and Realty.
Mohan Rao
Research Analyst
IPO research across 236 mainboard-listed companies, and wealth-management analysis. Capital-market analysis, banking analysis, financial modelling, and portfolio-oriented research.
Sujan B
Research Analyst
Covering new-age businesses and their investment scope. Deep expertise in tech implementation. Understanding of forensic analysis and institutional research development.
Sundar CV
Director Sales
35+ years in institutional sales spanning multiple asset classes like MFs, SIFs, PMS, AIFs. Experience at UTI and Pantomath Group.
Shiva Prasad B
Sales Manager
16 years in wealth management across insurance, funds, and wealth management. Owns the post-onboarding client relationship.
Vinod Kalkotwar
Director, VC/PE
Heads boutique investment bank Kalozal Consultants; Independent Director, Karnataka Govt-Venture Capital Fund (KITVEN).
Anurag Sinha
CPTO & Partner
23+ years building products across Big Tech (Amazon, Microsoft) and growth-stage operators (Rebel Foods). Built and led 100+ person teams across AI, product, and UX.
Registration No
INP000008561
Fund Manager
Mr.Harsha Vankatesh
Principal Officer
Mr.Harsha Vankatesh
Inflow
₹0.00 Cr
Outflow
₹0.00 Cr
Net
₹0.00 Cr
Not reported — complaint data for this strategy isn't available yet.
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T J Rodgers
AdvisorAdvisor, USA
A Silicon Valley legend, TJ founded Cypress Semiconductor in 1982 and guided it to become a multi-billion-dollar company. Rodgers served as Cypress's CEO for 34 years until stepping down in August 2016 as the longest-tenured CEO among all publicly traded technology companies. TJ is a billionaire investor with multi-faceted interests ranging from wine-making to turning around technology companies.
Valeta Massey
AdvisorCo-Manager and Investor, USA
A UC Berkeley graduate in Engineering and Computer Science, Valeta's experience as a senior SRAM design engineer at Cypress and her current role managing Clos de la Tech's vineyards and winery add unique perspectives to her persona. She has wide-ranging interests from philanthropy to investing. She is a co-manager and investor at Dwaith Partners, USA.
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