Expert-managed portfolios tailored to your financial goals.
The strategy focuses on identifying companies with strong fundamentals, high growth prospects, and market-leading positions. Investments are made with a long-term horizon, emphasizing capital appreciation while accepting higher volatility to capture subst
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 12.82% | -0.51% | 13.33% |
| 3 Months | 7.83% | -3.8% | 11.63% |
| 6 Months | 22.24% | 3.36% | 18.88% |
| 1 Year | 42.85% | 15.07% | 27.78% |
| 2 Year | 17.36% | 8.29% | 9.07% |
| 3 Year | 29% | 14.64% | 14.36% |
| 5 Year | 23.67% | 12.95% | 10.72% |
| Since Inception | 13.41% | 12.25% | 1.16% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.22% | 12.82% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.04% | -0.51% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 1.82% | 13.33% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -7.08% | -11.33% | 0.06% | -1.23% | 16.14% | 5.33% | -2.43% | -0.93% | 2.45% | 8.13% | 2.33% | -3.25% |
| Benchmark | -0.58% | -5.79% | 6.31% | 3.48% | 1.92% | 3.37% | -2.77% | -1.21% | 0.77% | 4.62% | 1.92% | -0.28% |
| Alpha | -6.5% | -5.54% | -6.25% | -4.71% | 14.22% | 1.96% | 0.34% | 0.28% | 1.68% | 3.51% | 0.41% | -2.97% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 15.67% | -7.34% | 12.04% | 4.61% | 2.99% | 2.36% | -5.16% | -5.63% | 1.88% |
| Benchmark | -- | -- | -- | 1.24% | -0.33% | 6.57% | 3.92% | 1.14% | 2.28% | -6.22% | -0.31% | -2.02% |
| Alpha | -- | -- | -- | 14.43% | -7.01% | 5.47% | 0.69% | 1.85% | 0.08% | 1.06% | -5.32% | 3.9% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 154.8 | 174.2 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 134.7 | 118.8 | 118.9 | 117.4 | 135.7 | 143.9 | 142.3 | 140.9 | 144.2 | 155.9 | 159.3 | 155.8 |
| 2024 | -- | -- | -- | 133.9 | 123.8 | 138.7 | 145.3 | 149.1 | 152.1 | 146.5 | 137.6 | 144.9 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
