Expert-managed portfolios tailored to your financial goals.
A concentrated, research-driven equity strategy focusing on scalable, quality companies across sectors.
Founder & CIO of Equitree Capital, with nearly 20 years in Indian equities. Before founding Equitree, he was Hea... Founder & CIO of Equitree Capital, with nearly 20 years in Indian equities. Before founding Equitree, he was Head of Equities at Kotak Portfolio Management. Known for his high-conviction, long-term investment style and focus on scalable businesses with strong governance. Read More
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | -4.34% | 0.45% | -4.79% |
| 3 Months | -13.32% | -3.13% | -10.19% |
| 6 Months | -13.81% | 3.24% | -17.05% |
| 1 Year | -5.29% | 17.3% | -22.59% |
| 2 Year | 8.12% | 8.09% | 0.03% |
| 3 Year | 31.2% | 17.66% | 13.54% |
| 5 Year | 25.07% | 14.78% | 10.29% |
| Since Inception | 5.85% | 13.75% | -7.9% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -8.2% | -4.34% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | -4.86% | -4.79% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -6.27% | -12.64% | 5.71% | -2.61% | 7.44% | 5.9% | -1.9% | -4.38% | 4.88% | 2.1% | -7.14% | -1.3% |
| 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 | -2.84% | -4.9% | -1.61% | -5.79% | 3.9% | 2.22% | 0.81% | -2.63% | 3.64% | -2.17% | -8.1% | -1.06% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 14.71% | 0.78% | 16.72% | 10.61% | 1.58% | -1.2% | -2.36% | 1.9% | 7.2% |
| Benchmark | -- | -- | -- | 3.44% | 0.83% | 7.05% | 4.44% | 0.96% | 2.09% | -6.45% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | 11.27% | -0.05% | 9.67% | 6.17% | 0.62% | -3.29% | 4.09% | 1.84% | 8.7% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 977.4 | 963.5 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 443 | 400.6 | 453.6 | 470.9 | 569.8 | 635.3 | 695.1 | 692.2 | 826.5 | 895.5 | 917.6 | 977.1 |
| 2024 | -- | -- | -- | 204.1 | 209 | 256.4 | 312.7 | 335 | 355.3 | 367 | 390.8 | 455.8 |
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
