1UP MultiManager FOF

Ladderup Asset Managers Private Limited

About Company

Ladderup Asset Managers Private Limited is a specialized investment management firm and a subsidiary of Ladderup Finance Limited, a well-established financial services group in India. The AMC focuses on providing sophisticated investment solutions through its Alternative Investment Funds (AIF) and Portfolio Management Services (PMS). Known for its research-driven approach, the firm emphasizes capital preservation and long-term wealth creation by identifying high-growth opportunities across various asset classes. Its flagship strategies often involve multi-manager frameworks and diversified equity portfolios, catering to ultra-high-net-worth individuals and institutional clients seeking disciplined, risk-adjusted returns in the Indian market.

1UP MultiManager FOF

Fund Snapshot

 

PMS Provider Name

Ladderup Asset Managers Private Limited

Benchmark

BSE 500 TRI

Strategy Name

Equity

Product Name

Mutual Fund

Date Of Inception

02/01/2025

Age

11 Months

Min. Inv. Amount

5000000

Fixed Fees Structure

Up to 2% p.a. calculated on the AUM and charged on Monthly basis

Fund Manager

Raghvendra Nath

1 Month Turnover

0.12

AUM CR

₹51.09

Variable Fees Structure

Up to 20% of returns generated p.a., subject to High Water Mark Level and charged on quarterly basis

Exit Load

No Exit Load. (Since the FOF shall be investing in various mutual funds, there could be exit loads in some of them, which may be applied in case of redemptions.)

Purpose

Objective of the Product is to generate superior returns by creating a diversified portfolio by investing predominantly in direct plans of equity mutual funds/ETFs. The portfolio would be dynamically managed and shall have exposure across various categories of equity-oriented funds/ETFs in order to ensure that the fund

generates consistent returns.

 

Match Your Money with Your Future Plans

 

Thinking only about the short term can cause problems later. AltPort Funds helps you match your money with what you really want to achieve, like building wealth, keeping what you have safe, or planning for your family’s future. By setting clear goals and following a plan, we avoid unnecessary changes and emotional mistakes. Your portfolio grows with a purpose, not because you’re scared. This makes sure every investment helps you reach your bigger financial dreams.

 

1UP MultiManager FOF

Benchmark: BSE 500 TRI

Ladderup Asset Managers Private Limited

AUM(Cr.) 1M 3M 6M 1Y 2Y 3Y 4Y 5Y Ince.
Performance ₹49.57 -10.21 -11.94 -10.00 -2.90 NA NA NA NA -0.65
Benchmark NA -11.37 -13.94 -9.62 -3.12 NA NA NA NA -2.78
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Fund Manager

Raghvendra Nath

Raghvendra Nath is the Co-founder and Managing Director of Ladderup Asset Managers Private Limited. With over three decades of expertise in Indian capital markets, he has held leadership roles at prestigious institutions, including Birla Sun Life Mutual Fund and Aditya Birla Money. An Engineer and MBA by training, he is also a Chartered Financial Analyst (CFA).At Ladderup, Nath provides the visionary leadership for the firm's Multi-Family Office and PMS divisions. He is renowned for his "insight-led, risk-aware" strategy, focusing on identifying macro-economic trends and long-term business cycles to drive consistent alpha. Under his guidance, the firm has achieved a reputation for transparency and rigorous risk management, managing portfolios that aim for sustainable, multi-generational wealth creation. He is a prominent thought leader often featured on CNBC and in the Economic Times.

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Disclaimer: Investing in AIF, PMS, Gift City or Mutual Fund is subject to market risk. Please read the related documents carefully. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. Actual portfolios may differ as a result of account size, client-imposed investment restrictions, the timing of client investments and market, economic, and individual company factors. We at ALTPORT do not guarantee any returns in the hands of investors, nor do we take any sort of accountability for the performance of the scheme.

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