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Multi-Cap Diversification: Portfolio includes Small, Mid, Higher Mid, and Large-Cap stocks.\n\nGrowth Potential: Most companies expected to deliver 18–20%+ CAGR revenue growth during the holding period.\n\nFundamental & Price Pattern Analysis: S
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 7.85% | 3.33% | 4.52% |
| 3 Months | 12.1% | 4.54% | 7.56% |
| 6 Months | 25.6% | 7.43% | 18.17% |
| 1 Year | 0% | 0% | 0% |
| 2 Year | 0% | 0% | 0% |
| 3 Year | 0% | 0% | 0% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 3.09% | 5.39% | -2.3% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -3.19% | -17.46% | 6.04% | -0.15% | 9.03% | 4.84% | -1.98% | -4.08% | 8.36% | 7.85% | -- | -- |
| Benchmark | -3.93% | -7.82% | 7.29% | 2.77% | 3.39% | 3.43% | -2.86% | -0.87% | 0.1% | 3.33% | -- | -- |
| Alpha | 0.74% | -9.64% | -1.25% | -2.92% | 5.64% | 1.41% | 0.88% | -3.21% | 8.26% | 4.52% | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 4.48% |
| Benchmark | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -1.5% |
| Alpha | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 5.98% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 67.1 | 59.9 | 70.6 | 71.5 | 77.9 | 81.7 | 80.1 | 76.8 | 83.2 | 89.8 | -- | -- |
| 2024 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 60.1 |
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