Dwaith Advisory Private Limited

Equity

Harsha VenkateshChief Investment Officer

2024Inception year

₹229 CrAssets under management · Oct 2026

2Strategies offered

Assets under management

AUM over time

Total assets under management, month by month — the sum across this house's strategies.

The Line-up

Strategies from this house

Strategy	Category	AUM (₹ Cr)	12M	36M	vs BM	Up capture	Down capture	Capture ratio	Largest fall
Concentrated Growth Portfolio To generate sustainable returns over medium to long term by making investments which primarily comprise of equity securities.	Equity	228	+25.9	0.0	+33.1					View details →
Dwaith Dividend Growth strategy The Dividend Growth Strategy focuses on investing in fundamentally strong companies with a consistent track record of paying and increasing dividends over time. The strategy aims to generate long-term capital appreciation along with a stable and growing income stream while maintaining a disciplined approach towards quality and financial stability.	Equity	0	0.0	0.0	0.0					View details →

Upside and downside capture, capture ratio and largest fall are for members. See plans

2 approaches from Dwaith Advisory Private Limited.Only funds with AUM above ₹100 Cr are listed here; smaller funds remain searchable by name. Official figures, updated monthly.