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Expert-managed portfolios tailored to your financial goals.

Profile
Benchmark MSEI SX 40
Profile
Min. Investment 50,00,000
Profile
AUM (Cr.) 17.22
Profile
Inception Date 12 May 2010

A bottom-up, research-driven equity portfolio focusing on quality companies held for long-term compounding.

Dipan mehta Dipan mehta

Director at Elixir Equities Pvt. Ltd. with over 20 years of experience in equity research, broking, and portfolio manage... Director at Elixir Equities Pvt. Ltd. with over 20 years of experience in equity research, broking, and portfolio management. He specializes in long-term investing, bottom-up stock selection, and value discovery. Read More

Investment Approach Trailing Returns %
Duration Investment Approach Benchmark Alpha
1 Month -0.72% -0.84% 0.12%
3 Months -2.72% -4.26% 1.54%
6 Months 8.33% 2.4% 5.93%
1 Year 26.86% 12.56% 14.3%
2 Year 5.54% 6.03% -0.49%
3 Year 11.1% 12.29% -1.19%
5 Year 9.71% 10.37% -0.66%
Since Inception 6.96%