To generate capital appreciation by investing in opportunities presented by special situations such as corporate restructuring, Government policy and/or regulatory changes, companies going through temporary unique challenges and other similar instances.
Expert-managed portfolios tailored to your financial goals and risk appetite.
| Thematic Fund | 1M | 3M | 6M | 9M | 1Y | 2Y | 3Y | 4Y | 5Y | 10Y | ALL |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund returns | -6.33% | -3.36% | 0.01% | -1.94% | -3.77% | -0.55% | 16.51% | 20.4% | 14.4% | 14.85% | 12.83% |
| Category returns | -4.23% | -3.46% | 0.88% | 0.71% | -0.94% | -0.81% | 11.8% | 13.49% | 9.75% | 12.07% | N/A |
| Absolute returns | -6.33% | -3.36% | 0.01% | -1.94% | -3.77% | -1.1% | 58.24% | 110.26% | 96.04% | 299.31% | 2400.61% |
| Rank within category | 116/122 | 48/120 | 60/120 | 60/115 | 66/112 | 40/85 | 10/58 | 3/42 | 8/35 | 1/11 | N/A |
| Thematic Fund | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Yearly returns | 4.16% | 35.64% | -10.09% | 5.39% | 27.34% | 29.65% | -1.86% | 53.56% | 37.29% | 3.14% | -3.46% |
| Q1 returns | -3.09% | 13.33% | -7.37% | 8.1% | -28.5% | 6.13% | -8.49% | 1.6% | 7.86% | -9.59% | -13.7% |
| Q2 returns | 9.64% | 4.14% | 0.3% | -0.32% | 21.98% | 9.02% | -7.85% | 14.2% | 23.29% | 11.14% | 16.06% |
| Q3 returns | 5.18% | 3.41% | -3.03% | -5.84% | 12.55% | 11.04% | 15.01% | 13.14% | 6.03% | 0.35% | 0.34% |
| Q4 returns | -6.8% | 11.14% | -0.19% | 3.87% | 29.73% | 0.92% | 1.2% | 16.98% | -2.64% | 2.29% | -3.94% |
1% on or before 1Y
| Alpha | 0.732466 |
| Beta | 1.0928 |
| Sharpe Ratio | 0.224804 |
| Sortino Ratio | 0.441041 |
| R-Squared | 0.8712 |
| Tracking Error | 1.701 |
| Downside Risk | 21.4893 |
| Std. Deviation (Annualised) | 16.1744 |
| Thematic Fund | 1M | 3M | 6M | 9M | 1Y | 3Y | 5Y | 10Y | ALL | Fund Size (Cr) | Exp. Ratio | Sharpe | Risk |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HDFC Defence Fund - Regular Plan - Growth | -3.16% | -0.8% | 10.09% | 23.77% | 16.59% | 32.94% | N/A | N/A | 36.75% | 11,493.40 | 1.79 | 0.29 | Very High |
| HDFC Transportation and Logistics Fund - Regular Plan - Growth | -4.47% | 0.79% | 7.79% | 5.42% | 2.35% | 20.56% | N/A | N/A | 21.75% | 2,043.11 | 2.16 | 0.27 | Very High |
| Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | -6.19% | -0.27% | 7.53% | 15.5% | 13.09% | 17.86% | 12.33% | 12% | 11.92% | 1,385.69 | 2.32 | 0.25 | Very High |
| ICICI Prudential Transportation and Logistics Fund - Regular Plan - Growth | -5.26% | -1.04% | 4.35% | 1.61% | 0.19% | 17.78% | N/A | N/A | 20.34% | 3,923.60 | 2.08 | 0.23 | Very High |
| Kotak Pioneer Fund - Regular Plan - Growth | -0.79% | -1.2% | 8.97% | 9.84% | 5.59% | 17.44% | 11.92% | N/A | 19.35% | 4,294.62 | 1.90 | 0.26 | Very High |
| SBI PSU Fund - Regular Plan - Growth | -4.09% | -6.32% | -11.13% | -5.38% | -1.58% | 17.23% | 18.71% | 11.96% | 7.45% | 6,353.85 | 1.94 | 0.17 | Very High |
| Kotak Manufacture in India Fund - Regular Plan - Growth | -4.48% | -0.46% | 5.3% | 8.88% | 8.58% | 16.85% | N/A | N/A | 17.52% | 3,132.02 | 2.07 | 0.24 | Very High |
| Aditya Birla Sun Life Special Opportunities Fund - Regular Plan - Growth | -0.82% | -0.46% | 6.93% | 5.48% | 8.43% | 16.7% | 11.15% | N/A | 18.69% | 1,356.77 | 2.29 | 0.24 | Very High |
| ICICI Prudential PSU Equity Fund - Regular Plan - Growth | -4.21% | -5.57% | -8% | -2.96% | -1.19% | 16.65% | N/A | N/A | 19.38% | 1,754.64 | 2.34 | 0.19 | Very High |
| Franklin India Opportunities Fund - Growth Current | -6.33% | -3.36% | 0.01% | -1.94% | -3.77% | 16.51% | 14.4% | 14.85% | 12.83% | 9,577.36 | 2.08 | 0.23 | Very High |
| Name | Sector | Instrument | Assets % |
|---|---|---|---|
| Hindustan Aeronautics Ltd. | Aerospace & Defense | Domestic Equities | 6.74% |
| TBO Tek Ltd. | Leisure Services | Domestic Equities | 4.98% |
| Call, Cash & Other Assets | Cash & Cash Equivalents and Net Assets | 4.47% | |
| Syrma SGS Technology Ltd. | Industrial Manufacturing | Domestic Equities | 4.45% |
| Mankind Pharma Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 3.98% |
| Amphenol Corp | Industrial Manufacturing | Overseas Equities | 3.95% |
| APL Apollo Tubes Ltd. | Industrial Products | Domestic Equities | 3.80% |
| TVS Motor Company Ltd. | Automobiles | Domestic Equities | 3.18% |
| Kirloskar Oil Engines Ltd. | Industrial Products | Domestic Equities | 3.10% |
| Finolex Cables Ltd. | Industrial Products | Domestic Equities | 2.97% |
| AIA Engineering Ltd. | Industrial Products | Domestic Equities | 2.83% |
| One97 Communications Ltd. | Financial Technology (Fintech) | Domestic Equities | 2.80% |
| Shriram Finance Ltd. | Finance | Domestic Equities | 2.72% |
| Reliance Industries Ltd. | Petroleum Products | Domestic Equities | 2.67% |
| Aster DM Quality Care Ltd. | Healthcare Services | Domestic Equities | 2.57% |
| Asian Paints Ltd. | Consumer Durables | Domestic Equities | 2.55% |
| NTPC Ltd. | Power | Domestic Equities | 2.52% |
| Ujjivan Small Finance Bank Ltd. | Banks | Domestic Equities | 2.36% |
| Metropolis Healthcare Ltd. | Healthcare Services | Domestic Equities | 2.29% |
| Akums Drugs & Pharmaceuticals Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 2.17% |
| Axis Bank Ltd. | Banks | Domestic Equities | 2.09% |
| HDFC Bank Ltd. | Banks | Domestic Equities | 1.99% |
| State Bank Of India | Banks | Domestic Equities | 1.98% |
| IDFC First Bank Ltd. | Banks | Domestic Equities | 1.47% |
| SKF India (Industrial) Ltd. | Industrial Products | Domestic Equities | 1.40% |
| Hyundai Motor India Ltd. | Automobiles | Domestic Equities | 1.37% |
| Piramal Pharma Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 1.33% |
| SBI Life Insurance Company Ltd. | Insurance | Domestic Equities | 1.31% |
| Sudarshan Chemical Industries Ltd. | Chemicals & Petrochemicals | Domestic Equities | 1.25% |
| Pricol Ltd. | Auto Components | Domestic Equities | 1.22% |
| Tata Communications Ltd. | Telecom - Services | Domestic Equities | 1.21% |
| Honeywell Automation India Ltd. | Industrial Manufacturing | Domestic Equities | 1.21% |
| Sundram Fasteners Ltd. | Auto Components | Domestic Equities | 1.16% |
| CE Info Systems Ltd. | IT - Software | Domestic Equities | 1.13% |
| Lenskart Solutions Ltd. | Retailing | Domestic Equities | 1.06% |
| Aavas Financiers Ltd. | Finance | Domestic Equities | 1.04% |
| Affle 3i Ltd. | IT - Services | Domestic Equities | 1.00% |
| Lemon Tree Hotels Ltd. | Leisure Services | Domestic Equities | 0.98% |
| Physicswallah Ltd. | Other Consumer Services | Domestic Equities | 0.97% |
| Data Patterns (India) Ltd. | Aerospace & Defense | Domestic Equities | 0.93% |
| Interglobe Aviation Ltd. | Transport Services | Domestic Equities | 0.92% |
| PB Fintech Ltd. | Financial Technology (Fintech) | Domestic Equities | 0.88% |
| Zensar Technologies Ltd. | IT - Software | Domestic Equities | 0.81% |
| Emmvee Photovoltaic Power Ltd. | Electrical Equipment | Domestic Equities | 0.78% |
| Timken India Ltd. | Industrial Products | Domestic Equities | 0.76% |
| IIFL Finance Ltd. | Finance | Domestic Equities | 0.73% |
| Manipal Health Enterprises Ltd. | Healthcare Services | Domestic Equities | 0.71% |
| 91 DTB (05-Nov-2026) $ ~~ | Treasury Bills | 0.52% | |
| Intellect Design Arena Ltd. | IT - Software | Domestic Equities | 0.45% |
| 91 DTB (24-Dec-2026) $ ~~ | Treasury Bills | 0.21% | |
| Eris Lifesciences Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.02% |
| Artemis Medicare Services Ltd. | Healthcare Services | Domestic Equities | 0.00% |
| Five-Star Business Finance Ltd. | Finance | Domestic Equities | 0.00% |
| Total | 100.00% | ||
He is responsible for researching investment opportunities in automotive and airline sectors. Previously he worked with Cognizant Technology Solutions (April 2014 - July 2015) and Shapoorji Pallonji & Company Pvt. Ltd. (April 2011- March 2014).
He is responsible for conducting research and impacting portfolio performance by influencing the Portfolio Manager.
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Claude
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