Expert-managed portfolios tailored to your financial goals.
Active equity strategy leveraging research insights and bottom-up stock selection
Ravi Kumar
Focuses on long-term equity investing with a disciplined approach, aiming to build wealth through quality Indian compani... Focuses on long-term equity investing with a disciplined approach, aiming to build wealth through quality Indian companies. Read More
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 0.74% | 0.86% | -0.12% |
| 3 Months | 1.91% | 0.94% | 0.97% |
| 6 Months | 4.2% | 2.96% | 1.24% |
| 1 Year | 8.85% | 6.61% | 2.24% |
| 2 Year | 9.97% | 7.51% | 2.46% |
| 3 Year | 10.55% | 8.28% | 2.27% |
| 5 Year | 8.93% | 7.7% | 1.23% |
| Since Inception | 10.53% | 13.77% | -3.24% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.91% | 0.74% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -0.15% | 0.86% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 1.06% | -0.12% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0.99% | 0.9% | 0.52% | 1.35% | 0.93% | 0.28% | 0.84% | 0.47% | 0.58% | 1.01% | 0.65% | 0.25% |
| Benchmark | 0.7% | 0.21% | 1.58% | 1.65% | 0.93% | 0% | 0.53% | -0.75% | 0.92% | 0.68% | 0.38% | 0.23% |
| Alpha | 0.29% | 0.69% | -1.06% | -0.3% | 0% | 0.28% | 0.31% | 1.22% | -0.34% | 0.33% | 0.27% | 0.02% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 1.16% | 0.68% | 1.12% | 0.4% | 2.18% | 0.33% | 0.94% | 1.33% | 0.17% |
| Benchmark | -- | -- | -- | -0.12% | 1.2% | 0.73% | 0.89% | 0.87% | 1.07% | 0.27% | 0.56% | 0.52% |
| Alpha | -- | -- | -- | 1.28% | -0.52% | 0.39% | -0.49% | 1.31% | -0.74% | 0.67% | 0.77% | -0.35% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 255.1 | 252.9 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 215.5 | 215.3 | 199.9 | 208 | 225.3 | 234.9 | 238.5 | 242.8 | 249.8 | 255.7 | 248.1 | 256.6 |
| 2024 | -- | -- | -- | 186.1 | 187.4 | 188 | 186.3 | 194.6 | 197.4 | 200.4 | 201.3 | 206.4 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
ChatGPT
Claude
Perplexity
