Expert-managed portfolios tailored to your financial goals.
The strategy focuses on investing in the stock market through well-researched and diversified mutual fund portfolios, providing broad market exposure with professional fund management
Krishna Appala is an investment professional with 14+ years of experience spanning capital markets, investment banking, ... Krishna Appala is an investment professional with 14+ years of experience spanning capital markets, investment banking, mutual funds, and wealth management. He specializes in crafting investment strategies, portfolio optimization, and risk management to deliver sustainable growth. Having worked with global institutions, he brings expertise in developing scalable financial solutions and leveraging data-driven insights to enhance decision-making and profitability. Passionate about market dynamics and wealth creation, Krishna focuses on solving complex financial challenges and identifying opportunities in an evolving financial landscape. Read More
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 0.96% | -0.51% | 1.47% |
| 3 Months | -2.09% | -3.8% | 1.71% |
| 6 Months | 2.85% | 3.36% | -0.51% |
| 1 Year | 17.4% | 15.07% | 2.33% |
| 2 Year | 10.74% | 8.28% | 2.46% |
| 3 Year | 19.74% | 14.64% | 5.1% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 17.75% | 14.09% | 3.66% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -3.04% | 0.96% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.04% | -0.51% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 0% | 1.47% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -4.16% | -7.67% | 6.42% | 2.47% | 3.99% | 4.09% | -1.92% | -1.4% | 1.47% | 3.21% | 0.31% | -0.39% |
| 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 | -3.71% | -1.88% | 0.11% | -1.01% | 2.07% | 0.72% | 0.85% | -0.19% | 0.7% | -1.41% | -1.61% | -0.11% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 4.83% | 2.02% | 6.83% | 4.02% | 1.09% | 2.51% | -5.17% | 0.53% | -0.62% |
| Benchmark | -- | -- | -- | 1.24% | 0.03% | 6.77% | 4% | 1.36% | 2.28% | -6.12% | -0.26% | -2.02% |
| Alpha | -- | -- | -- | 3.59% | 1.99% | 0.06% | 0.02% | -0.27% | 0.23% | 0.95% | 0.79% | 1.4% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 265.6 | 269.7 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 199.8 | 183.8 | 194 | 199.4 | 208.7 | 205.8 | 216.2 | 216 | 225.3 | 243.6 | 253.2 | 269.3 |
| 2024 | -- | -- | -- | 166.9 | 169.7 | 184.1 | 191.4 | 194.5 | 205 | 195.8 | 195.9 | 197.2 |
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
