Elever Investment Adviser Pvt Ltd

AUM (Cr.)

42.54

Clients

Inv. Approach

As On Date

31 October 2025

Elever Investment Adviser Pvt. Ltd. is an investment firm dedicated to unlocking alpha through globally proven factor investing tailored to Indian financial markets. As investment managers, we apply rule-based factor algorithms tested over 500 data points spanning 18 years and 5,000 securities, enabling us to build generational wealth for investors across diverse risk profiles. Our proprietary tactical risk rotation model and robust portfolio hedging techniques add an active layer to our systematic approach, helping us deliver consistent, all-season alpha while effectively managing market risk.

PMS Investments

PMS Investment Approach(s)		Returns
Investment Approach	Category	1 Yr Return	2 Yr Return	3 Yr Return	5 Yr Return	Inception Date
Factoralpha Smallcap	Small Cap	-6.59%	NA	NA	NA	Oct 2024
Factoralpha	Multi Cap & Flexi Cap	-8.08%	NA	NA	NA	Oct 2024
Factorincome	Multi Asset	8.21%	NA	NA	NA	Oct 2024
Factorshields	Multi Cap & Flexi Cap	-2.80%	NA	NA	NA	Oct 2024
FactorCapro	Multi Asset	NA	NA	NA	NA	Jul 2025
Factorcore	Multi Cap & Flexi Cap	NA	NA	NA	NA	Aug 2025

* Returns are as on 31st October 2025, * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1

Portfolio Managers

Mr Karan

Co-founder & CIO

Karan, CFA, is the Co-founder, Chief Investment Officer, and Portfolio Manager at Elever, bringing over 15 years of expertise in equity and fixed-income product development. At Indxx Capital, he designed and managed investment strategies exceeding USD 5 billion for AMCs, ETF sponsors, hedge funds, and pension funds. With deep proficiency in factor investing and quantitative research, he has built a suite of ETF and equity portfolios at Elever aimed at outperforming market benchmarks across market cycles. A CFA Charterholder and alumnus of MDI Gurgaon, Karan is committed to delivering innovative, data-driven solutions that enhance long-term investment outcomes.

AMC Reg. Address

C/o Smartworks, Vaishnavi Tech Park, 5th Floor, South Wing, Bellandur Gate, Ambalipura, Bengaluru -560103, Karnataka, India SEBI Reg No.: INP000008905

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