Expert-managed portfolios tailored to your financial goals.
The strategy identifies businesses in sectors with strong structural growth, focusing on companies with robust financials, governance, and sustainable competitive advantages. It follows a disciplined, research-driven process to construct a concentrated ye
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 | 0.46% | -0.51% | 0.97% |
| 3 Months | -1.39% | -3.8% | 2.41% |
| 6 Months | 7.97% | 3.36% | 4.61% |
| 1 Year | 20.75% | 15.07% | 5.68% |
| 2 Year | 10.11% | 8.29% | 1.82% |
| 3 Year | 19.64% | 14.64% | 5% |
| 5 Year | 14.98% | 12.95% | 2.03% |
| Since Inception | 14.85% | 13.16% | 1.69% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.28% | 0.46% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.04% | -0.51% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 0.76% | 0.97% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -7.03% | -7.13% | 7.05% | 1.73% | 4.05% | 4.85% | -3.8% | -2.15% | 2.59% | 4.77% | 1.87% | 0.44% |
| 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 | -6.58% | -1.34% | 0.74% | -1.75% | 2.13% | 1.48% | -1.03% | -0.94% | 1.82% | 0.15% | -0.05% | 0.72% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 6.55% | 4.39% | 5.33% | 4.35% | -0.53% | -0.14% | -8.3% | 0.61% | 1.21% |
| Benchmark | -- | -- | -- | 1.24% | 0.03% | 6.77% | 4% | 1.36% | 2.28% | -6.12% | -0.26% | -2.02% |
| Alpha | -- | -- | -- | 5.31% | 4.36% | -1.44% | 0.35% | -1.89% | -2.42% | -2.18% | 0.87% | 3.23% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 97.6 | 97.3 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 88.7 | 84.8 | 96 | 95.6 | 99.5 | 106.3 | 100.2 | 97.3 | 99.2 | 103.6 | 104.8 | 100.4 |
| 2024 | -- | -- | -- | 62 | 81.6 | 90.8 | 100.5 | 104.6 | 105.8 | 97.4 | 98.2 | 93.9 |
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
