Expert-managed portfolios tailored to your financial goals.
The portfolio follows a Core-Satellite strategy:Core Strategy: Invests in 15–20 fundamentally strong, well-established, predominantly large-cap companies with consistent long-term return potential.
Vivek Mahajan is Sr. VP & Fund Manager at Aditya Birla Money Ltd, with over 15 years at the firm and more than two d... Vivek Mahajan is Sr. VP & Fund Manager at Aditya Birla Money Ltd, with over 15 years at the firm and more than two decades of experience in equity markets and financial services. Prior to this, he was Vice President at HSBC InvestDirect for 8 years. An MBA in Finance from Savitribai Phule Pune University and a BE in Textile Technology from Maharaja Sayajirao University of Baroda, Vivek brings deep expertise in financial analysis, portfolio management, and business analysis. Read More
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 1.53% | -0.51% | 2.04% |
| 3 Months | -6.52% | -3.8% | -2.72% |
| 6 Months | -4.52% | 3.36% | -7.88% |
| 1 Year | 18.06% | 15.07% | 2.99% |
| 2 Year | 9.52% | 8.28% | 1.24% |
| 3 Year | 19.02% | 14.64% | 4.38% |
| 5 Year | 11.96% | 12.94% | -0.98% |
| Since Inception | 9.31% | 11.61% | -2.3% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -5.5% | 1.53% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.04% | -0.51% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | -2.46% | 2.04% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -7.19% | -11.39% | 10.91% | 3.04% | 5.74% | 1.93% | 1.15% | -0.76% | 1.08% | 3.13% | -2.02% | -2.57% |
| Benchmark | -0.45% | -5.79% | 6.31% | 3.48% | 1.92% | 3.37% | -2.77% | -1.21% | 0.77% | 4.62% | 1.92% | -0.28% |
| Alpha | -6.74% | -5.6% | 4.6% | -0.44% | 3.82% | -1.44% | 3.92% | 0.45% | 0.31% | -1.49% | -3.94% | -2.29% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | -- | -- | -- | 0.65% | 0.32% | 1.11% | -2.84% | 3.14% | 0.5% |
| Benchmark | -- | -- | -- | -- | -- | -- | 4% | 1.36% | 2.28% | -6.12% | -0.26% | -2.02% |
| Alpha | -- | -- | -- | -- | -- | -- | -3.35% | -1.04% | -1.17% | 3.28% | 3.4% | 2.52% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 47.7 | 47.9 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 50.4 | 44.4 | 49.8 | 50.9 | 52.2 | 53.2 | 53.3 | 52.4 | 52.7 | 52.9 | 51.8 | 50.5 |
| 2024 | -- | -- | -- | -- | -- | -- | 56.7 | 55.7 | 55.8 | 52.5 | 54.2 | 54.3 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
ChatGPT
Claude
Perplexity
