PMS · Equity · Multi Cap
Ocean-Avendus Olivo Core Equity Portfolio
Fund size₹210 Cr
Alpha (3Y)−1.28%
3Y return9.00%
Fund age6 yrs 2 mo
Fund Manager
Tridib Pathak
Tridib Pathak
Fund Manager, Avendus
Tridib Pathak has over 30 years’ experience in managing Indian listed equity assets for domestic and international investors. He joined Avendus Capital in 2019 from Enam AMC, where he was a senior portfolio manager. His previous roles included CIO of Lotus Asset Management (a JV with Temasek’s Fullerton Fund Management) and CIO of DBS Cholamandalam, a JV with DBS of Singapore. He is a Chartered Accountant from the Institute of Chartered Accountants of India and holds a degree in Commerce from Bombay University.
Managing AUM₹210 Cr
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
Ocean Avendus Olivo Core Equity—−2.91%−6.23%9.00%9.07%14.52%
Nifty 500−7.78%4.72%−0.11%12.09%10.91%17.81%
Excess over benchmark—−7.63%−6.12%−3.09%−1.84%−3.29%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date.
Risk : What you take on to earn the return
Volatility
15.04%
Benchmark approx 14.76%
A standard deviation reflecting historical swings.
Sensitivity
0.90
Beta vs benchmark 1.00 · 10% less reactive
How strongly the scheme moves with the index.
Risk-reward
0.35
Sharpe
Excess return gained per unit of volatility.
Capture ratio
88 / 93
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
Fees
A fixed plan is cheaper when returns are strong.
FixedPlan A · Simple
Fixed Management Fee2.00% / yr
Performance FeeNone
Hurdle RateNot applicable
No exit load. Lock-in: Nil.
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