Expert-managed portfolios tailored to your financial goals.
The strategy follows a high-risk, high-return orientation by predominantly investing in small-cap companies, guided by the Growth at Reasonable Price/Premium (GARP) philosophy and supported by rule-based algorithms for disciplined stock selection and port
Experienced Equity Fund Manager with a demonstrated history of working in the financial services industry. Strong financ... Experienced Equity Fund Manager with a demonstrated history of working in the financial services industry. Strong finance professional graduated from CFA Institute (USA), CMT Association (USA) and CA Institute (India). Authored 4 books on financial management. Read More
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | -0.33% | 0.45% | -0.78% |
| 3 Months | -7.13% | -3.13% | -4% |
| 6 Months | -6% | 3.24% | -9.24% |
| 1 Year | 8.19% | 17.3% | -9.11% |
| 2 Year | 5.37% | 8.09% | -2.72% |
| 3 Year | 0% | 0% | 0% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 9.62% | 11.1% | -1.48% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -5.59% | -0.33% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | -2.25% | -0.78% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -16% | -5.67% | 8.71% | -1.29% | 7.71% | 4.61% | -1.27% | -3.59% | -0.19% | 4.1% | -2.58% | -1.31% |
| 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 | -12.57% | 2.07% | 1.39% | -4.47% | 4.17% | 0.93% | 1.44% | -1.84% | -1.43% | -0.17% | -3.54% | -1.07% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 7.98% | -3.06% | 11.01% | 5.86% | 4.39% | 2.78% | -3.43% | -0.16% | 3.32% |
| Benchmark | -- | -- | -- | 3.44% | 0.83% | 7.05% | 4.44% | 0.96% | 2.09% | -6.45% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | 4.54% | -3.89% | 3.96% | 1.42% | 3.43% | 0.69% | 3.02% | -0.22% | 4.82% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 7.9 | 8.4 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 5.4 | 5.5 | 6.5 | 6.7 | 7.6 | 8.1 | 8 | 7.7 | 8.5 | 8.7 | 8.5 | 8.4 |
| 2024 | -- | -- | -- | 3.5 | 3.4 | 3.8 | 4 | 4.1 | 4.2 | 4.3 | 4.3 | 5.9 |
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
