Zen Wealth
Emerging Opportunities Strategy
Zen Wealth's Emerging Opportunities Strategy is a Small Cap Portfolio Management Services (PMS) strategy managed by Satish Kantheti, operational since Nov 2020. Benchmark: BSE 500 TRI.
AUM
₹185 Cr
Min investment
₹50 L
Inception
Nov 2020
Fund manager
Satish Kantheti
The strategy for PMS Fund is disciplined, bespoke with attachment to no single ideology like “growth investing” or “value investing”. Predominantly buy and hold for a majority of stocks - until unless warranted to do so otherwisehough market capitalization agnostic, the fund is small cap heavy ,with the minimum market capitalization capped at Rs. 250 crore.
6M
+1.9%
1Y
+2.6%
5Y
+25.9%
Since inception
+37.6%
6M
+5.5%
1Y
+4.6%
5Y
+13.7%
Since inception
—
6M
-3.5%
1Y
-2.0%
5Y
+12.2%
Since inception
+16.3%
Positive alpha across both 1Y and 5Y — classified as Consistent Performer
Hypothetical growth based on TWRR from inception (Nov 2020)
Hypothetical illustration based on published TWRR over 5.7 years. Does not account for variable performance fees, taxes, or entry/exit timing. Past performance is not indicative of future results.
15 + stocks
How many stocks the manager holds. Fewer stocks means higher conviction per position — each holding has a larger impact on overall returns, amplifying both gains and losses.
43%
Percentage of portfolio bought or sold annually. Higher turnover means more active trading and potentially more short-term capital gains tax events in your demat account.
High watermark means you pay performance fees only on new highs — never twice for the same gains after a drawdown recovery.
Risk metrics — coming soon
Sharpe ratio, Sortino ratio, beta, standard deviation, and maximum drawdown will be available once sufficient NAV history accumulates. Use turnover ratio and portfolio concentration above as practical risk indicators.