Expert-managed portfolios tailored to your financial goals.
They are investing in a benchmark-agnostic multicap portfolio of selective ideas.
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | -1.51% | 0.45% | -1.96% |
| 3 Months | -5.55% | -3.13% | -2.42% |
| 6 Months | 3.45% | 3.24% | 0.21% |
| 1 Year | 35.65% | 17.3% | 18.35% |
| 2 Year | 3.25% | 8.09% | -4.84% |
| 3 Year | 12.83% | 17.66% | -4.83% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 20.05% | 13.2% | 6.85% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -7.79% | -1.51% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | -4.45% | -1.96% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -10.95% | -14.02% | 3.22% | 4.21% | 16.72% | 8.94% | -1.54% | -2.61% | 3.44% | 4.19% | 1.62% | 4.01% |
| 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 | -7.52% | -6.28% | -4.1% | 1.03% | 13.18% | 5.26% | 1.17% | -0.86% | 2.2% | -0.08% | 0.66% | 4.25% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 6.51% | -1.19% | 6.95% | -0.42% | 3.86% | 2.68% | -5.65% | -0.41% | -4% |
| Benchmark | -- | -- | -- | 3.44% | 0.83% | 7.05% | 4.44% | 0.96% | 2.09% | -6.45% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | 3.07% | -2.02% | -0.1% | -4.86% | 2.9% | 0.59% | 0.8% | -0.47% | -2.5% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 292 | 287.6 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 256 | 220.1 | 232.4 | 236.7 | 266.6 | 290.4 | 286 | 278.2 | 287.7 | 299.7 | 304.5 | 316.7 |
| 2024 | -- | -- | -- | 284.3 | 280.8 | 300.3 | 299 | 310.6 | 318.8 | 300.8 | 299.5 | 287.5 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.