Expert-managed portfolios tailored to your financial goals.
Bottom-up, research-led strategy combining growth and value opportunities across sectors.
Rohit Sharma has extensive experience in equity markets and portfolio management. He specializes in research-driven stoc... Rohit Sharma has extensive experience in equity markets and portfolio management. He specializes in research-driven stock selection, blending growth and value opportunities to maximize long-term wealth creation Read More
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 3.18% | 0.38% | 2.8% |
| 3 Months | -4.08% | -3.23% | -0.85% |
| 6 Months | 2.47% | 2.93% | -0.46% |
| 1 Year | 18.18% | 16.06% | 2.12% |
| 2 Year | 7.93% | 6.92% | 1.01% |
| 3 Year | 22.98% | 16.31% | 6.67% |
| 5 Year | 16.94% | 13.4% | 3.54% |
| Since Inception | 9.52% | 11.67% | -2.15% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -4.72% | 3.18% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.36% | 0.38% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | -1.36% | 2.8% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -5.33% | -10.77% | 9.53% | 2.64% | 6.4% | 2.58% | -2.54% | -3.55% | 3.04% | 4.97% | -1.02% | -2.43% |
| Benchmark | -3.49% | -7.85% | 7.29% | 3.16% | 3.39% | 3.43% | -2.87% | -1.93% | 1.21% | 4.2% | 0.86% | -0.25% |
| Alpha | -1.84% | -2.92% | 2.24% | -0.52% | 3.01% | -0.85% | 0.33% | -1.62% | 1.83% | 0.77% | -1.88% | -2.18% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 10.99% | 3.76% | 8.11% | 5.64% | -1.42% | -0.74% | -5.48% | 1.69% | -2.6% |
| Benchmark | -- | -- | -- | 3.43% | 0.61% | 6.87% | 4.32% | 0.77% | 2.05% | -6.51% | -0.03% | -1.5% |
| Alpha | -- | -- | -- | 7.56% | 3.15% | 1.24% | 1.32% | -2.19% | -2.79% | 1.03% | 1.72% | -1.1% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 55.8 | 57.9 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 50.6 | 44.4 | 48.9 | 50.7 | 55.5 | 58.8 | 58.3 | 56.3 | 58.1 | 62 | 61.5 | 60.2 |
| 2024 | -- | -- | -- | 47.4 | 50.2 | 48.4 | 60 | 61.6 | 63.2 | 52.5 | 53.3 | 51.9 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
