Fund Snapshot
| Parameter | Details |
| Strategy Name | Equity |
| Product Name | Derivatives, Equity |
| PMS Provider | Vivekam Financial Services Private Limited |
| Benchmark | Nifty 50 TRI |
| Date of Inception | March 25, 2026 |
| Fund Age | 2 Months |
| Asset Under Management (AUM) | ₹1.61 Crores |
| Minimum Investment Amount | ₹1,00,000,000 (₹1 Crore) |
| Fixed Fees Structure | NA |
| Variable Fees Structure | Base AMC: 1% (0.25% per quarter) | Hurdle Rate: 10% | Performance Fee: 20% over hurdle calculated quarterly |
| Exit Load | 1st Year: 1% | 2nd Year onward: Nil |
Fund Purpose
The targeted objective of the Vivekam Hybrid approach is to achieve long-term wealth compounding by investing in equity shares of the top 300 Indian corporations by market capitalization, balanced with tactical derivative hedging. Benchmarked against the Nifty 50 TRI, this strategy combines active large-and-mid-cap stock exposure with futures and options strategies designed to mitigate market downside. By using quantitative overlays to manage underlying systemic risks, the approach aims to insulate investor capital during broad corrections while participating efficiently in macroeconomic expansion phases.
Fund Philosophy
High-Liquidity Allocation Bedrock
The strategy focuses on the top 300 listed enterprises by market capitalization, ensuring the portfolio is built exclusively on high-volume, institutionally backed securities. This choice provides deep underlying liquidity and structural stability, allowing for seamless rebalancing even during periods of elevated market stress.
Multi-Asset Derivative Hedging Guardrails
The defining aspect of this approach is its mandate to protect equity allocations using derivative contracts. By selectively overlaying hedging instruments, the fund manager aims to cap maximum drawdown levels, smoothing out the extreme volatility cycles common to long-only equity portfolios.
Objective Data Selection Framework
Investment choices are derived from verified metrics available in the public domain, stripping away speculative corporate themes and emotional projections. The quantitative framework evaluates hard operational data to isolate mispriced companies displaying fundamental stability and true financial durability.
Outperformance-Driven Variable Architecture
The fund structure implements a performance-aligned model featuring a base charge combined with quarterly incentive metrics. This design links corporate revenue directly to client success, requiring the investment desk to consistently clear a 10% annualized performance hurdle before unlocking profit-sharing fees.
Systematic Value and Time Arbitrage
The investment desk steps away from near-term momentum chasing and intraday speculation, looking instead to capture multi-quarter operational cycles. This long-term time horizon allows fundamental business shifts, corporate deleveraging, and industry tailwinds within the top 300 universe to fully reflect in the equity valuation.
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VIVEKAM HYBRID
Benchmark: Nifty 50 TRI
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VIVEKAM FINANCIAL SERVICES PRIVATE LIMITED
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | ₹234.00 | -1.20 | 1.60 | NA | NA | NA | NA | NA | NA | 14.51 |
| Benchmark | NA | -1.14 | 2.89 | NA | NA | NA | NA | NA | NA | 5.93 |
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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Find answers to common questions about fund investments, performance, portfolio strategy, and investor services.
The strategy allocates capital across the top 300 listed Indian corporations based on market capitalization, covering the large-cap and mid-cap segments. This stock portfolio is coupled with active position hedging via equity derivatives (futures and options) to provide defensive downside shielding.
This strategy does not charge a fixed annual management fee (NA). Instead, it operates on a variable structure consisting of a 1% base Asset Management Charge (billed at 0.25% per quarter) and a 20% performance-linked fee applied quarterly on all profits generated above a 10% hurdle rate.
The minimum investment threshold for the Vivekam Hybrid strategy is set at ₹1 Crore. This premium ticket size sits above the standard regulatory minimum of ₹50 Lakhs set by SEBI for traditional PMS offerings, reflecting the complex, multi-asset nature of derivative-overlay strategies.
The Vivekam Hybrid approach is a newly launched framework carrying a formal inception date of March 25, 2026. With a current market age of just 2 months and an initial Asset Under Management (AUM) base of ₹1.61 Crores, it does not possess a long-term trailing track record.
The strategy implements an exit load of 1% if any capital is withdrawn or liquidated within the first year of deployment. From the second year onward, the exit load parameter drops completely to zero (Nil), allowing full capital mobility without redemption penalties.
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