PMS for PFs and Special Mandates
ENAM India Equity
GOI MANDATE
Q India Value Equity Strategy - Constrained V
ICICI Prudential PMS Contra Strategy
CUSTOMISED DISCRETIONARY PORTFOLIO - EQUITY
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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 | −3.8% | −5.6% | +1.8% |
| 3 Months | +5.7% | −3.6% | +9.3% |
| 6 Months | +57.3% | +8.1% | +49.2% |
| 1 Year | +16.8% | −2.3% | +19.1% |
|---|
| 2 Years | −0.1% | −3.9% | +3.8% |
|---|
| 3 Years (CAGR) | +17.2% | +9.2% | +8.0% |
|---|
| 4 Years (CAGR) | +29.5% | +11.2% | +18.3% |
|---|
| 5 Years (CAGR) | +20.6% | +8.9% | +11.7% |
|---|
| Since launch | +24.1% | +11.7% | +12.4% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 68-month window · Source: Computed from NAV history
Maximum drawdown: 37.7%
Savvy Capital Advisors’s story and investment philosophy are on the Savvy Capital Advisors firm page.
Samir V Patel
Partner
Samir is an MBA from ISB, Hyderabad & Bachelors in Computer Engineering from University of Mumbai. He has worked with IT companies like Tata Infotech, Covansys in India & USA. He got involved in the stock market after his MBA in 2004. Ventured into Broking, Trading, Advisory & finally Portfolio Management Services.
Julesh Shah
Partner
Julesh is a Commerce graduate from University of Mumbai. He has extensive experience in the broking, trading & advisory side of the business. He has been instrumental in handling the operations functions within the organisation since inception.
Registration No
INP000005331
Inflow
₹22.88 Cr
Outflow
₹6.29 Cr
Net
₹16.59 Cr
Not reported — complaint data for this strategy isn't available yet.
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