Expert-managed portfolios tailored to your financial goals.
A portfolio designed using a strategic and tactical asset allocation framework, incorporating factor-based investing.
Mayur Agarwal is Assistant Vice President and Fund Manager at ICICI Securities’ PMS division, with over 13 years o... Mayur Agarwal is Assistant Vice President and Fund Manager at ICICI Securities’ PMS division, with over 13 years of experience in private wealth management. He holds an MBA in Finance from IBS Hyderabad and is a FRM charterholder. Read More
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | -11.73% | -11.3% | -0.43% |
| 3 Months | -12.08% | -14.44% | 2.36% |
| 6 Months | -6.92% | -9.02% | 2.1% |
| 1 Year | 0.97% | -3.99% | 4.96% |
| 2 Year | 5.61% | 1.19% | 4.42% |
| 3 Year | 16.84% | 10.03% | 6.81% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 13.5% | 7.66% | 5.84% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.01% | -0.39% | -11.73% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.04% | -0.51% | -11.3% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 3.03% | 0.12% | -0.43% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -2.53% | -6.05% | 6.03% | 3.54% | 2.97% | 3.14% | -1.95% | -1.08% | 1.71% | 3.84% | 1.63% | 0.33% |
| Benchmark | -0.45% | -5.79% | 6.31% | 3.48% | 1.92% | 3.37% | -2.77% | -1.21% | 0.77% | 4.62% | 1.92% | -0.28% |
| Alpha | -2.08% | -0.26% | -0.28% | 0.06% | 1.05% | -0.23% | 0.82% | 0.13% | 0.94% | -0.78% | -0.29% | 0.61% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 4.82% | 1.87% | 5.81% | 3.36% | 1.05% | 2.51% | -4.79% | 0.12% | -1.35% |
| Benchmark | -- | -- | -- | 1.24% | 0.03% | 6.77% | 4% | 1.36% | 2.28% | -6.12% | -0.26% | -2.02% |
| Alpha | -- | -- | -- | 3.58% | 1.84% | -0.96% | -0.64% | -0.31% | 0.23% | 1.33% | 0.38% | 0.67% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 328.6 | 346.6 | 321.1 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 247 | 233.3 | 238.3 | 249.6 | 252.2 | 247.8 | 243 | 245 | 252.5 | 278.2 | 306 | 315.4 |
| 2024 | -- | -- | -- | 137.1 | 160.8 | 187.5 | 210.1 | 227.5 | 242.4 | 234.1 | 239.2 | 247 |
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