Expert-managed portfolios tailored to your financial goals.
Invest in entrepreneurially driven and family-owned companies listed on Indian stock markets, focusing on businesses with strong fundamentals, growth orientation, and long-term value creation potential
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 0.08% | 0.45% | -0.37% |
| 3 Months | -3.76% | -3.13% | -0.63% |
| 6 Months | 2.37% | 3.24% | -0.87% |
| 1 Year | 13.17% | 17.3% | -4.13% |
| 2 Year | 5.62% | 8.09% | -2.47% |
| 3 Year | 12.65% | 17.67% | -5.02% |
| 5 Year | 9.84% | 14.76% | -4.92% |
| Since Inception | 15.81% | 12.57% | 3.24% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -3.67% | 0.08% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | -0.33% | -0.37% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -3.58% | -6.18% | 7.22% | 2.84% | 3.72% | 2.03% | -3.67% | -1.66% | -0.03% | 4.42% | 1.9% | -0.18% |
| 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 | -0.15% | 1.56% | -0.1% | -0.34% | 0.18% | -1.65% | -0.96% | 0.09% | -1.27% | 0.15% | 0.94% | 0.06% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 2.64% | 0.68% | 5.66% | 3.23% | 3.2% | 1.71% | -7.7% | -0.59% | -0.99% |
| Benchmark | -- | -- | -- | 3.44% | 0.83% | 7.05% | 4.44% | 0.96% | 2.09% | -6.45% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | -0.8% | -0.15% | -1.39% | -1.21% | 2.24% | -0.38% | -1.25% | -0.65% | 0.51% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 8380.6 | 8075.4 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 11908.7 | 10899.3 | 11305 | 11386.2 | 11379.8 | 11308.4 | 10378.8 | 9922 | 9409.1 | 9478.6 | 9242.4 | 8937.8 |
| 2024 | -- | -- | -- | 16123 | 15406.7 | 15699.9 | 15496.5 | 15526.2 | 15141.3 | 13586.9 | 13260.7 | 12704.4 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.