Home page

ArthVeda Capital Introduces Smart Alpha video
ArthVeda Capital Introduces Smart Alpha
  SYMBOL   INDEX NAME  1 Yr.  3 Yr. *  5 Yr. *  10 Yr. *  Since Inception **
AULU ArthVeda Smart Universe US Large-cap 500 -8.5% 8.7% 9.6% 5.6% 8.2%
AUTX ArthVeda Smart Xtreme US Total-cap 50 -11.5% 7.5% 9.5% 6.9% 10.0%
AUTD ArthVeda Smart DivY US Total-cap 50 Divine Dividend -13.2% 8.2% 9.0% 7.7% 11.0%

Source: Reuters, ArthVeda Capital. Returns in local currency (multi region indexes in USD).
Price returns represented above. *The process of annualization converts the cumulative holding period return into an annual return which equals the cumulative return when compounded.
**Annualized price return data is shown up to a 10-year time period when available. “Since Inception” data is used when performance is not available for all time periods shown. First calculated on 03-Jan-03.
Note: An investor cannot invest directly in an index.
SYMBOL  INDEX NAME  1 Yr.  3 Yr. *  5 Yr. *  10 Yr. *  Since Inception **
ABLU ArthVeda Smart Universe UK Large-cap 100 -3.5% 3.9% 5.2% 4.8% 7.8%
AKLU ArthVeda Smart Universe Europe Ex-UK Large-cap -9.5% -1.1% 0.4% 1.5% 7.0%
AJLU ArthVeda Smart Universe Japan Large-cap 0.3% 15.9% 11.4% 0.8% 6.3%
AXLD ArthVeda Smart DivY International Large-cap 50 Divine Dividend -2.6% 0.8% 1.9% 4.1% 9.8%
AGLD ArthVeda Smart DivY Global Large-cap 50 Divine Dividend -6.7% 6.8% 6.3% 5.4% 11.1%

Source: Reuters, ArthVeda Capital. Returns in local currency (multi region indexes in USD).
Price returns represented above. *The process of annualization converts the cumulative holding period return into an annual return which equals the cumulative return when compounded.
**Annualized price return data is shown up to a 10-year time period when available. “Since Inception” data is used when performance is not available for all time periods shown. First calculated on 03-Jan-03.
Note: An investor cannot invest directly in an index.
SYMBOL INDEX NAME 1 Yr. 3 Yr. * 5 Yr. * 10 Yr. * Since Inception **
AILVVT ArthVeda Smart Universe India Large-cap 50 -15.8% 8.6% 7.1% 12.3% 20.9%

Source: Reuters, ArthVeda Capital. Returns in local currency (multi region indexes in USD).
The total return over a time period has two components – price appreciation and dividend return. *The process of annualization converts the cumulative holding period return into an annual return which equals the cumulative return when compounded.
**Annualized total return data is shown up to a 10-year time period when available. “Since Inception” data is used when performance is not available for all time periods shown. First calculated on 03-Jan-03.
Note: An investor cannot invest directly in an index.
As of 31-July-16

About ArthVeda Capital

Investment Philosophy
ArthVeda Capital is an innovative, top-ranked global asset management firm (ranked #1 Long-bias equity strategy out of more than 11,000 hedge funds worldwide by Preqin for calendar year 2014). In our quest to provide clients with superior investing products, we are ushering in a new era of investing with our proprietary Smart Aleph™ framework because we believe that you cannot tackle today’s problems with yesterday’s solutions.
Read more

ArthVeda Capital creating news

ArthVeda Capital Introduces Smart Alpha Indexes – Press Release


The Smart January Effect
The value oriented investor in the mould of Graham-and-Buffett is able to capitalize on the January Effect with a 0.5% (unannualized) excess return over the conventional benchmark in the Dec-Jan period.
Read more


The Fed-Up Value Play
The value oriented investor in the mould of Graham-and-Buffett is able to capitalize on the 2-week play encompassing a Fed meeting with a 0.3% (unannualized) excess return over the conventional benchmark.
Read more