The portfolio follows a momentum-driven strategy by identifying and investing in stocks demonstrating strong price strength, volume action, and positive market sentiment. A systematic and disciplined framework ensures timely entry and exit to capture shor
Works at Atlas Integrated Finance Ltd, are wealth advisers and we are SEBI-registered portfolio managers, advice HNI and... Works at Atlas Integrated Finance Ltd, are wealth advisers and we are SEBI-registered portfolio managers, advice HNI and FII clients .We also have retail clients and have experience of more than 30 years in equity markets. Read More
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 14.46% | -0.09% | 14.55% |
| 3 Months | 17.98% | 3.86% | 14.12% |
| 6 Months | 46.12% | 1.43% | 44.69% |
| 1 Year | 30.12% | 4.72% | 25.4% |
| 2 Year | -1.03% | -0.11% | -0.92% |
| 3 Year | 0% | 0% | 0% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 3.71% | 6.67% | -2.96% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -5.1% | -0.6% | -4.38% | 19.09% | 8.75% | 5.51% | -2.3% | 14.46% | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -11.37% | 10.38% | -0.17% | 1.73% | 2.19% | -0.09% | -- | -- | -- | -- |
| Alpha | -1.76% | -1.05% | 6.99% | 8.71% | 8.92% | 3.78% | -4.49% | 14.55% | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -2.17% | -5.25% | 0.03% | -5.14% | 6.83% | 2.32% | -3.22% | -4.68% | -3.36% | 1.25% | -0.54% | -3% |
| Benchmark | -3.43% | -5.77% | 7.32% | 3.18% | 3.54% | 3.68% | -2.22% | -1.75% | 1.24% | 4.27% | 0.96% | -0.24% |
| Alpha | 1.26% | 0.52% | -7.29% | -8.32% | 3.29% | -1.36% | -1% | -2.93% | -4.6% | -3.02% | -1.5% | -2.76% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | -- | 0% | 5.42% | 6.17% | -2.01% | -1.92% | -8.79% | -2.26% | -2.95% |
| Benchmark | -- | -- | -- | -- | 0% | 7.05% | 4.44% | 0.96% | 2.09% | -6.45% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | -- | 0% | -1.63% | 1.73% | -2.97% | -4.01% | -2.34% | -2.32% | -1.45% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 5.4 | 5 | 4.8 | 5.7 | 6.2 | 6.5 | 6.5 | 7.5 | -- | -- | -- | -- |
| 2025 | 8.2 | 7.8 | 7.8 | 7.4 | 7.9 | 8.1 | 7.8 | 7 | 6.8 | 6.1 | 6 | 6.8 |
| 2024 | -- | -- | -- | -- | 3.6 | 4.2 | 8.8 | 9.4 | 9.7 | 8.8 | 8.6 | 8.4 |
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