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Concentrated Growth Portfolio
Dwaith Advisory Private Limited
175.31 CR AUM
Concentrated Growth Portfolio
Dwaith Advisory Private Limited
175.31 CR AUM
BSE 500 TRI
Benchmark
1yr 10mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
1yr 10mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load

harsha venkatesh
Fund Manager
EQUITYStrategies
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.
Purpose
To generate sustainable returns over medium to long term by making investments which primarily comprise of equity securities.
Investment Approach v/s Benchmark Metrics
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1M IA return
17.58%
1M benchmark return
10.38%
Alpha
7.20%
1M Wealth multiple
1.18x
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
17.58%
1M benchmark return
10.38%
Alpha
7.20%
1M Wealth multiple
1.18x
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