Expert-managed portfolios tailored to your financial goals.
The strategy follows a growth-driven approach by predominantly investing in equity mutual funds, with flexibility to allocate to debt or non-equity mutual funds depending on market conditions and risk-reward outlook
Hina Shah
Fund manager at BRAIN POINT INVESTMENT
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 1.27% | 0.45% | 0.82% |
| 3 Months | -5.45% | -3.13% | -2.32% |
| 6 Months | -1.26% | 3.24% | -4.5% |
| 1 Year | 16.23% | 17.3% | -1.07% |
| 2 Year | 7.18% | 8.09% | -0.91% |
| 3 Year | 20.3% | 17.66% | 2.64% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 15.26% | 13.29% | 1.97% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -4.38% | 1.27% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | -1.04% | 0.82% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -9.19% | -10.51% | 7.67% | 1.93% | 7.7% | 3.3% | -1.56% | -2.06% | 0.55% | 4.41% | -0.53% | -2.36% |
| 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 | -5.76% | -2.77% | 0.35% | -1.25% | 4.16% | -0.38% | 1.15% | -0.31% | -0.69% | 0.14% | -1.49% | -2.12% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | -- | -- | 7.36% | 5.63% | 2.35% | 1.38% | -4.43% | 0.2% | -0.11% |
| Benchmark | -- | -- | -- | -- | -- | 7.05% | 4.44% | 0.96% | 2.09% | -6.45% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | -- | -- | 0.31% | 1.19% | 1.39% | -0.71% | 2.02% | 0.14% | 1.39% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 6677.7 | 6673.7 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 6475.3 | 5780.3 | 6132.7 | 6261.6 | 6847.8 | 7099.4 | 7012 | 6902.8 | 6928 | 7231.5 | 7228.5 | 7004.6 |
| 2024 | -- | -- | -- | -- | -- | 6574.3 | 7013.8 | 7216.6 | 7308.2 | 6980.1 | 7067.1 | 6991.9 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
