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Ametra FactorAlpha PMS

Ametra Investment Managers Private Limited

20.50 CR AUM

Ametra FactorAlpha PMS

Ametra FactorAlpha PMS

Ametra Investment Managers Private Limited

20.50 CR AUM

BSE 500 TRI
Benchmark
1yr 7mo
Age
EQUITY
Strategy
AMC Charge: 2%
Fixed Fees
AMC : 1% or 0.5% or 0.5% Performance fee: 15% or 10% or 20% Hurdle rate: 12% or 0% or 10%
Variable Fees
1st year: 1%
Exit Load
BSE 500 TRI
Benchmark
1yr 7mo
Age
EQUITY
Strategy
AMC Charge: 2%
Fixed Fees
AMC : 1% or 0.5% or 0.5% Performance fee: 15% or 10% or 20% Hurdle rate: 12% or 0% or 10%
Variable Fees
1st year: 1%
Exit Load
Fund manager

karan

Fund Manager
EQUITYStrategies

Karan, CFA, is the Co-founder, Chief Investment Officer, and Portfolio Manager at Elever, with over 15 years of experience in equity and fixed-income product development. At Indxx Capital, he introduced and managed investment strategies exceeding USD 5 billion, catering to AMCs, ETF sponsors, hedge funds, and pension funds. Leveraging deep expertise in factor investing and quantitative research, Karan has created a suite of ETF and equity portfolios at Elever designed to outperform market benchmarks across cycles. A CFA charter holder and alum of MDI Gurgaon, he specializes in delivering innovative solutions that drive superior investment outcomes.

Karan, CFA, is the Co-founder, Chief Investment Officer, and Portfolio Manager at Elever, with over 15 years of experience in equity and fixed-income product development. At Indxx Capital, he introduced and managed investment strategies exceeding USD 5 billion, catering to AMCs, ETF sponsors, hedge funds, and pension funds. Leveraging deep expertise in factor investing and quantitative research, Karan has created a suite of ETF and equity portfolios at Elever designed to outperform market benchmarks across cycles. A CFA charter holder and alum of MDI Gurgaon, he specializes in delivering innovative solutions that drive superior investment outcomes.

Purpose

The goal is to generate long-term wealth for equity investors by strategically managing risk through tactical exposure to a diverse range of factors within the Indian equity market. This approach aims to achieve: 1. Wealth Generation: Substantial capital growth over an extended investment horizon. 2. Risk-Controlled Exposure: Implementing tactical strategies and strategic hedging to manage and mitigate risk, ensuring a balanced approach to investment volatility and potential returns. 3. Diverse Factor Utilization: Leveraging a variety of investment factors and opportunities within the Indian equity universe to enhance returns through tactical exposure to a diverse set of research-based factor portfolios such as value, volatility, quality, momentum, alpha, dividend, and size. We would also actively hedge the portfolio for anticipated broad market risk and security-specific risk through strategic positions in derivative instruments.

Investment Approach v/s Benchmark Metrics

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1M IA return
8.69%
1M benchmark return
10.38%
Alpha
-1.69%
1M Wealth multiple
1.09x

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
8.69%
1M benchmark return
10.38%
Alpha
-1.69%
1M Wealth multiple
1.09x

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