34% returns in 2023. No management fees. Led by a Silicon Valley veteran with a 20-year track record of outperforming major indices.
Dwaith Funds specializes in unlocking India’s emerging market potential through value investing. With a proven track record of outperforming major indices, we combine local expertise with global standards. Our unique no-management-fee structure aligns our success directly with yours, ensuring that your investments receive the care and attention they deserve.
![](https://dwaithfunds.com/wp-content/uploads/2024/09/idea-of-winner-business-leadership-and-successful-concept-with-chess-pieces-and-businessman-hand.jpg)
![](https://dwaithfunds.com/wp-content/uploads/2024/09/business-people-working-with-video-call-from-remote.jpg)
Dwaith Funds offers a unique approach to value investing in India’s emerging market, combining local expertise with global standards to maximize your returns.
Dwaith Partners (US)
For US & European clients seeking exposure to India's growth. Invest in a Category 3 FPI fund with a minimum of $1M.
Dwaith PMS (India)
For Indian residents and NRI/OCI cardholders. Access our SEBI-registered Portfolio Management Service with a minimum investment of Rs. 2 Cr.
Value Investing
Our core strategy focuses on identifying undervalued companies with strong growth potential in India's dynamic market.
Performance-Based Fees
We align our success with yours. No management fees, only performance fees above a 6% hurdle rate.
Fund scheme returns
Year
Return
Dwaith
Advisory
Sensex
India
2023
103.2%
24.9%
2022
16.5%
-4.8%
Year
Return
Dwaith
Partners
S&P 500
MSCI EM
Sensex
India
2023
35%
24.2%
7.0%
18.0%
2022
-7.6%
-19.4%
-22.4%
-6.0%
2021
-12.7%
10.3%
-10.0%
-0.9%
At Dwaith, we prioritize investor interests through:
– Aligned incentives: No management fees, only performance fees above a hurdle rate
– Founder’s personal investing success applied to fund management
– Long-term value focus and deep understanding of Indian markets
– Commitment to thorough research and disciplined decision-making
– Culture of continuous learning and patient wealth compounding
We aim to preserve and grow wealth by applying value investing principles to India’s dynamic market opportunities.
![Logo_5.png](https://dwaithfunds.com/wp-content/uploads/2024/09/Logo_5.png)
![Logo_atap_3.png](https://dwaithfunds.com/wp-content/uploads/2024/09/Logo_atap_3.png)
![logo-educatico.png](https://dwaithfunds.com/wp-content/uploads/2024/09/logo-educatico.png)
![spora-logo.png](https://dwaithfunds.com/wp-content/uploads/2024/09/spora-logo.png)
![medisa-logo.png](https://dwaithfunds.com/wp-content/uploads/2024/09/medisa-logo.png)
Harsha Venkatesh, founder of Dwaith Funds, brings over two decades of investing expertise to the table. His journey began in the early 2000s, culminating in an impressive 37% CAGR over 8 years in his personal portfolio before launching Dwaith Funds.
With a background spanning Silicon Valley tech and global finance, Harsha combines deep market insights with cutting-edge innovation. His experience includes key roles at Enphase Energy, where he contributed to the company’s growth from a $100M to a $25B market cap.
Harsha’s approach to value investing in India’s emerging market is rooted in Warren Buffett’s principles, adapted for the unique opportunities in the Indian economy. His track record of outperforming major indices speaks to his skill in identifying undervalued companies with strong growth potential.
By choosing Dwaith Funds, you’re not just investing in a fund – you’re partnering with a proven expert dedicated to growing your wealth through strategic, value-driven investments in one of the world’s most dynamic markets.
![](https://dwaithfunds.com/wp-content/uploads/2024/09/Harsha-Square-scaled.webp)
![Sangeetha Krishnan](https://dwaithfunds.com/wp-content/uploads/2024/09/Sangeetha-Krishnan.jpg)
![Sunil Thamaran](https://dwaithfunds.com/wp-content/uploads/2024/09/Sunil-Thamaran.jpg)
![Dhanraj Rajput](https://dwaithfunds.com/wp-content/uploads/2024/09/Dhanraj-Rajput.jpg)
![Padamdeep Singh](https://dwaithfunds.com/wp-content/uploads/2024/09/Padamdeep-Singh.jpg)
Let's Talk
If you are interested in finding out more about Dwaith Funds, please fill in the form below and submit.