Expert-managed portfolios tailored to your financial goals.
The strategy focuses on identifying high-quality businesses within India’s manufacturing ecosystem that benefit from structural tailwinds, demonstrate robust balance sheets, and follow strong governance practices, while maintaining a disciplined val
Award winning Fund Manager, won the Euromoney Private Banking award for the Best PMS in India in 2023-24 (delivered 94% ... Award winning Fund Manager, won the Euromoney Private Banking award for the Best PMS in India in 2023-24 (delivered 94% returns during finacial year 2023-24)\r\nTop performing Fund Manager during 2013-18 at Reliance Wealth Management, delievered 42% CAGR during that period. Passionate about Stock Markets, a bottom-up stock-picker and an ardent follower of Peter Lynch. Read More
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 3.99% | -0.51% | 4.5% |
| 3 Months | -5.22% | -3.8% | -1.42% |
| 6 Months | -6.02% | 3.36% | -9.38% |
| 1 Year | 5.65% | 15.07% | -9.42% |
| 2 Year | 5.25% | 8.29% | -3.04% |
| 3 Year | 0% | 0% | 0% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 7.09% | 8.07% | -0.98% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -7.78% | 3.99% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.04% | -0.51% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | -4.74% | 4.5% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -13.54% | -15.01% | 10.81% | -1.85% | 9.32% | 0.45% | -1.74% | -4.22% | 0.47% | 3.81% | -4.93% | -1.17% |
| 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 | -13.09% | -9.22% | 4.5% | -5.33% | 7.4% | -2.92% | 1.03% | -3.01% | -0.3% | -0.81% | -6.85% | -0.89% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 13.45% | 5.14% | 10.14% | 8.49% | -0.5% | -0.67% | -0.16% | 0.73% | 0.72% |
| Benchmark | -- | -- | -- | 1.24% | 0.03% | 6.77% | 4% | 1.36% | 2.28% | -6.12% | -0.26% | -2.02% |
| Alpha | -- | -- | -- | 12.21% | 5.11% | 3.37% | 4.49% | -1.86% | -2.95% | 5.96% | 0.99% | 2.74% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 33.8 | 33.1 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 57.5 | 48.9 | 54.1 | 52.8 | 57.8 | 58 | 56.7 | 53.1 | 53 | 54.7 | 40.7 | 38.3 |
| 2024 | -- | -- | -- | 22.7 | 37.5 | 47.8 | 55.3 | 59.9 | 63.8 | 65.1 | 65.8 | 66.3 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
