Expert-managed portfolios tailored to your financial goals.
We follow a fundamental, research-driven, bottom-up approach to investing. Our strategy focuses on identifying rapidly compounding companies trading at a meaningful discount to their intrinsic value. Our advantage lies in uncovering smaller, lesser-known
Rahul S. Agrawal is a fund manager with over 10 years of investment experience across sectors and company sizes in India... Rahul S. Agrawal is a fund manager with over 10 years of investment experience across sectors and company sizes in India. He previously spent eight years at WestBridge Capital, handling public and private market transactions, and has a PGDM from IIM Ahmedabad, a commerce degree from Ahmedabad University, and two levels of the Chartered Accountancy course. Read More
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | -0.47% | 0.45% | -0.92% |
| 3 Months | -8.23% | -3.13% | -5.1% |
| 6 Months | -5.76% | 3.24% | -9% |
| 1 Year | 17.94% | 17.3% | 0.64% |
| 2 Year | 13.15% | 8.09% | 5.06% |
| 3 Year | 0% | 0% | 0% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 20.38% | 16.59% | 3.79% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -5.97% | -0.47% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | -2.63% | -0.92% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -6.16% | -6.29% | 8.26% | 4.71% | 6.1% | 5.51% | 1.47% | -2.81% | -1.33% | 4.56% | -0.46% | -1.95% |
| 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 | -2.73% | 1.45% | 0.94% | 1.53% | 2.56% | 1.83% | 4.18% | -1.06% | -2.57% | 0.29% | -1.42% | -1.71% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 5.27% | -1.36% | 7.54% | 3.58% | 7.88% | 0.22% | -0.1% | 1.73% | -0.95% |
| Benchmark | -- | -- | -- | 3.44% | 0.83% | 7.05% | 4.44% | 0.96% | 2.09% | -6.45% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | 1.83% | -2.19% | 0.49% | -0.86% | 6.92% | -1.87% | 6.35% | 1.67% | 0.55% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 349.4 | 349.2 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 348.6 | 327.6 | 355.2 | 372.8 | 395.9 | 418.7 | 425.4 | 414.9 | 413.3 | 431.9 | 430.4 | 369.9 |
| 2024 | -- | -- | -- | 305.2 | 301.1 | 323.7 | 335.3 | 362.1 | 364.9 | 364.5 | 370.9 | 367.8 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
