Generational Capital Breakout Trust – Portfolio Management Services (PMS)

Future Wealth Creation Fund

Strategies

1

Investment Strategies & Performance

Alternative Investment Funds (AIF)

Generational Capital Breakout Trust Alternative Investment Funds (AIF) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception

Breakout Fund 1

Multi Cap & Flexi Cap -19.79% Mar 2024

AIF investments carry market risks. Please read scheme documents carefully.

Portfolio Managers & Fund Management Team

Mr Satwik Jain

Fund Manager

Mr. Satwik Jain holds a prominent position as the Founder of Generational Capital. He also serves as a Fund Manager for the Right Horizons Perennial Fund and heads the Investment Committee at Generational Capital Bharat Breakout AIF. Mr. Jain possesses extensive experience across equities, alternative assets, and mergers and acquisitions (M&A). His prior leadership positions include roles at Client Associates and Deloitte. Additionally, he acts as a strategic investor for Bimaplus. Outside of his core investment activities, Mr. Jain co-founded fitnessholic.com, a platform that aggregates fitness centers. He holds an MBA in Finance & Marketing from IMT Ghaziabad and is also a professional golfer. His engagements extend to being a Venture Partner at Venture Catalysts, an angel investor, a contributing author, and a speaker at international conferences and seminars. Significantly, Mr. Jain achieved financial independence at the age of 26, a milestone he reached four years ahead of his personal target of age 30.

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Regulatory Information

SEBI Registration: IN/AIF3/23-24/1426

Disclaimer

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice, nor should it be considered a recommendation. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

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Last Updated: December 2025 · Published by Affluense AI (affluense.ai)