AVENDUS Enhanced Return Fund

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About Company

Avendus is a renowned financial services company that focuses on delivering tailored solutions in asset management, credit solutions, investment banking, and wealth management.In their drive to excel, we go with high-performing entrepreneurs, wealth creators, and new-age economic pioneers.Avendus identifies value creation possibilities by leveraging its deep subject experience and awareness of various regulatory environments.With our most valuable asset – the collective intellectual capital of our team – we create unique solutions for our clients and partners.Avendus, founded in 1999 in Mumbai, India, has a presence in eleven cities across four countries, bringing global views and thought leadership to the table, as well as providing our inter-country teams with the experience to handle big and complicated transactions.

Fund Snapshot

Year of Inception Dec – 2017
Number of Stocks Cat II AIF
Investment Horizon Long Term

Investment Philosophy

  • Over the next three years, the fund aims to produce 150 percent of the Nifty 50 index return while restricting downside to 30 percent of the index decline over the next six months.
  • The “Avendus Enhanced Return Fund-Series II” aims to outperform the Nifty 50 index while also limiting downside risk.

Unique Feature

Investing in equities with a long-short strategy


What type of fund is AVENDUS Enhanced Return?

The Avendus Enhanced Return Fund is a long-only strategy that seeks high alpha and low beta. The fund seeks to outperform the Nifty 50 index while limiting negative risk.

What is the fund’s objective?

The fund’s goal of outperforming the Nifty 50 index while reducing downsizing is done by maintaining a prudent mix of long-only and long-short portfolios. It will invest 70% of the profits in a long-only portfolio to achieve strong alpha and 30% in a long-short portfolio to ensure low beta.

Who are the fund managers of the AVENDUS Enhanced Return Fund?

There are three personnel taking the role of the fund manager. They are:

  • Vaibhav Sanghavi: Co-CEO, Avendus Capital Public Markets Alternate Strategies LLP
  • Piyush Shah: Managing Director, Avendus Capital Public Markets Alternate Strategies LLP, and;
  • Tarun Kewalramani: Director, Avendus Capital Public Markets Alternate Strategies LLP

What does this fund aim for?

The fund intends to generate 150 per cent of the Nifty 50 index return over the following three years while limiting the downside to 30 per cent of the index drop over the next six months. The goal of the “Avendus Enhanced Return Fund-Series II” is to outperform the Nifty 50 index while reducing negative risk.

About Fund Manager

Mr Tarun is a director with Avendus Capital Public Markets Alternate Strategies LLP and manages Avendus Enhanced Return Fund- II along with Mr Vaibhav and Mr Piyush.

Andrew Holland, CEO, Avendus Capital Public Markets Alternate Strategies LLP

Andrew Holland CEO, Avendus Capital

Andrew is the current CEO of Avendus Capital Alternate Strategies. Before working with Avendus, he worked with Ambit Investment Advisor, where he built India’s largest and most successful Hedge Funds.Andrew is recognised as a leader with a vision. He has intense experience working with leading banks, including Country Nat West in the UK, Barclays in the UK, and South Korea. Andrew has been rated among the top three analysts consistently by the UK and South Korea.Avendus Absolute Return Fund and Avendus Enhanced Return Fund could cross over INR 5000 crore in one year with his hard work and dedication.Talking about his orating skills, he is a great speaker and gets featured in the news on his views on the market and economics

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Disclaimer: Investing Involves Risk. This document is for information purposes only and should not be viewed as a legal offering document or solicitation. Offers to invest in this fund are made only by the Discretionary Portfolio Management Services Agreement. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. We do not guarantee any returns in the hand of investors not we take any sort of accountability for the performance of the scheme. The above-mentioned data is collected from the respected Fund house please verify the same at SEBI website.