OUR OFFERINGS

Steady Returns with the Sattvic Wealth Bharat Fund

The Sattvic Wealth Bharat Fund utilises an Absolute Return Strategy to achieve steady monthly returns with minimal drawdowns and high liquidity. The fund’s primary goal is capital preservation.

It focuses on short-dated sovereign bonds, complemented by market-neutral strategies that mitigate credit risk and shield against market fluctuations and equity risks. This approach ensures both high-quality underlying assets and stable, reliable performance.

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2023 Performance

Managing Domestically

$12 Million

Correlation with Nifty Index

0.17

Sharpe Ratio (Reward / Risk)

1.85

CALMAR Ratio
(Average Returns / Max. Drawdown)

10.6

Last 3 years Compounded Annual Growth Rate

(CAGR): 17.6% p.a.

Last Year Return (2023)

17.37% p.a.

Average monthly Return 2023

1.37% p.m.

In 2023, we managed $12 million domestically with strong results: a 17.6% CAGR over the last three years, a 17.37% return for 2023, and an average monthly return of 1.37%. With a low 0.17 correlation to the Nifty Index and a solid Sharpe Ratio of 1.85, our focus on steady returns and risk management is clear.

Portfolio Allocation Strategy

The portfolio is predominantly allocated to short-dated government securities, strategically minimising both credit and duration risk. We also utilise currency hedges to safeguard your investments from potential currency fluctuations and crises.

Benefits of
Market-Neutral Strategies

The portfolio is further strengthened by our hedged, uncorrelated market-neutral option strategies, crafted to reduce volatility and ensure a consistent return across diverse market conditions. These strategies are largely unaffected by market movements due to their market-neutral payoffs. It is from these strategies that the fund’s alpha is primarily derived.

Download our pitch deck and product note to discover more about our strategies and offerings.

Product Note

Presentation Deck