Fund Snapshot
| Parameter | Details |
| Strategy Name | Equity |
| Product Name | Equity |
| PMS Provider | Vivekam Financial Services Private Limited |
| Benchmark | Nifty 50 TRI |
| Date of Inception | October 23, 2025 |
| Fund Age | 7 Months |
| Asset Under Management (AUM) | ₹6.11 Crores |
| Minimum Investment Amount | ₹50,00,000 (₹50 Lakhs) |
| Fixed Fees Structure | NA |
| Variable Fees Structure | Base AMC: 1% (0.25% per quarter) | Hurdle Rate: 10% vs Nifty Performance | Performance Fee: 20% profit share over outperformance quarterly |
| Exit Load | 1st Year: 1% | 2nd Year onward: NIL |
Fund Purpose
The primary objective of the Vivekam Large Cap Growth Plus strategy is to build long-term generational wealth by capitalizing on growth-oriented equities within India’s largest, most stable corporations. Benchmarked directly against the Nifty 50 TRI, this strategy strictly limits its universe to the top 300 listed enterprises by market capitalization. By channeling capital into high-liquidity market leaders that display clear capital pricing mismatches, the fund aims to minimize structural downside risks while maximizing alpha generation during economic expansions.
Fund Philosophy
High-Conviction Large and Mid-Cap Core
The blueprint of this approach targets the institutional core of the Indian stock exchange—the top 300 companies by market capitalization. This specific allocation guardrail shields investors from the extreme volatility and liquidity bottlenecks of micro-cap investing, building a foundation on structurally sound enterprises.
Dynamic Valuation-Driven Alpha Engine
Stock selection bypasses market hype, consensus narratives, and subjective projections. Instead, the strategy employs a proprietary math-driven process that continuous tracks corporate earnings relative to stock pricing, establishing clearly defined mathematical entry and exit signals.
Complete Removal of Speculative Overlays
Operating as a direct long-only equity mandate, this strategy does not utilize structural derivatives or leverage profiles to juice near-term numbers. The absolute focus remains on pure, unadulterated stock ownership, treating every portfolio allocation as an ownership stake in an operational enterprise.
Outperformance-Aligned Variable Structure
The commercial design completely skips standard fixed management fees, linking the firm's compensation directly to client gains. By utilizing a 10% performance hurdle measured against the Nifty index, the variable fee alignment ensures that incentive fees are unlocked only when true economic alpha is delivered.
Patient Multi-Quarter Capital Compounding
The investment desk actively shields the portfolio from systemic noise, high-churn trading rhythms, and intraday timing models. Every selected equity position is underwritten with a multi-quarter holding vision, allowing the business's natural fundamental earnings momentum to translate directly into absolute share price growth.
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Track how the fund has performed against its benchmark over time through a comparative line graph analysis.
Vivekam Large Cap Growth Plus
Benchmark: Nifty 50 TRI
Compare fund returns and benchmark performance across multiple investment periods using a visual bar graph.
Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.
VIVEKAM FINANCIAL SERVICES PRIVATE LIMITED
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | ₹23.69 | 0.34 | 6.36 | 9.40 | NA | NA | NA | NA | NA | 11.53 |
| Benchmark | NA | -1.14 | 2.89 | -3.60 | NA | NA | NA | NA | NA | -5.95 |
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Mr. Venkata Krishna Prasad Vemuru
Mr. Venkata Krishna Prasad Vemuru (V.V.K. Prasad) is a veteran market analyst, financial media personality, and Chartered Accountant who serves as the Founder and Chief Investment Officer at Vivekam Financial Services Private Limited. Bringing over 45 years of continuous experience in the Indian capital markets to the investment desk, he is a prominent authority on domestic regulatory and broking operations. He formerly headed stock market operations at Gayatri Capital until 2005, served as the Regional Head for Motilal Oswal Securities until 2007, and was elected President of the Association of National Exchanges Members of India (ANMI) for 2005–06. Inducted into the NSE’s Risk Management Advisory Group, he has spent decades advancing retail financial literacy through specialized long-running television programs like Money Money on TV9 and Learn to Earn on TV5 Telugu. Under his technical leadership, Vivekam relies on process-driven asset frameworks that completely bypass unverified market speculation.
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This PMS strategy is an equity-centric product that focuses exclusively on the large-cap and higher mid-cap segments, filtering the top 300 listed enterprises in India by market value. It avoids micro-cap speculative spaces and distributes its allocations across high-liquidity, high-governance sectors to protect the capital base.
This strategy does not enforce a standard fixed annual percentage management fee (NA). It uses an incentive fee layout comprising a 1% base Asset Management Charge (billed contextually at 0.25% per quarter) alongside a 20% profit-share fee over the outperformance alpha, applicable quarterly after clearing a 10% Nifty benchmark hurdle.
In absolute structural alignment with the regulatory parameters outlined by the Securities and Exchange Board of India (SEBI) for domestic portfolio management structures, the minimum allocation threshold is set at ₹50 Lakhs. Capital can be deployed via cash funding, existing equity transfers, or a blend of both.
The Vivekam Large Cap Growth Plus strategy has an inception date of October 23, 2025. Carrying an operational market age of exactly 7 months, the fund currently oversees an initial asset baseline of ₹6.11 Crores, placing it in its early-stage institutional compounding track.
To discourage short-term opportunistic trading and safeguard the continuity of the portfolio, a 1% exit load applies to all redemptions or liquidations executed within the first 12 months of setup. For capital staying inside the strategy beyond the first year, the exit load parameter drops to zero (NIL).
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