Expert-managed portfolios tailored to your financial goals.
The strategy follows the SCDV framework (Secular, Cyclical, Defensive, Value Trap). A significant portion of the portfolio is allocated to high-quality secular growth companies that act as long-term compounders. The remaining exposure is diversified acros
Sanket Hegde is an investment professional specializing in Private Credit, Alternative Investment Funds (AIF), and Struc... Sanket Hegde is an investment professional specializing in Private Credit, Alternative Investment Funds (AIF), and Structured Finance. He is currently associated with 360 ONE Asset (formerly IIFL Wealth & Asset Management), where he works in the investments team. Read More
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 0.82% | 0.45% | 0.37% |
| 3 Months | -0.38% | -3.13% | 2.75% |
| 6 Months | 8.97% | 3.24% | 5.73% |
| 1 Year | 20.53% | 17.3% | 3.23% |
| 2 Year | 11.73% | 8.09% | 3.64% |
| 3 Year | 16.75% | 17.66% | -0.91% |
| 5 Year | 12.94% | 14.78% | -1.84% |
| Since Inception | 11.36% | 13.34% | -1.98% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.4% | 0.82% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 1.94% | 0.37% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -3.97% | -6.47% | 6.64% | 1.64% | 4.79% | 1.83% | -2.9% | -1.63% | 1.85% | 3.57% | 2.11% | 0.48% |
| Benchmark | -3.43% | -7.74% | 7.32% | 3.18% | 3.54% | 3.68% | -2.71% | -1.75% | 1.24% | 4.27% | 0.96% | -0.24% |
| Alpha | -0.54% | 1.27% | -0.68% | -1.54% | 1.25% | -1.85% | -0.19% | 0.12% | 0.61% | -0.7% | 1.15% | 0.72% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 5.12% | 0.77% | 7.12% | 4.48% | 2.03% | 1.43% | -5.45% | 0.22% | -2.25% |
| Benchmark | -- | -- | -- | 3.44% | 0.83% | 7.05% | 4.44% | 0.96% | 2.09% | -6.45% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | 1.68% | -0.06% | 0.07% | 0.04% | 1.07% | -0.66% | 1% | 0.16% | -0.75% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2 | 2 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 2.6 | 1.7 | 1.9 | 1.9 | 1.9 | 2 | 1.9 | 1.9 | 1.9 | 1.4 | 1.4 | 1.4 |
| 2024 | -- | -- | -- | 7 | 5.9 | 5.1 | 3.8 | 2.9 | 3 | 2.8 | 2.8 | 2.7 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
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Claude
Perplexity
