Expert-managed portfolios tailored to your financial goals.
The portfolio will comprise small and mid-cap companies, with investments guided by detailed fundamental research using a bottom-up approach.
Aditya Sood has 20 years of experience in equity management, including 18 years in fund management. He previously led IC... Aditya Sood has 20 years of experience in equity management, including 18 years in fund management. He previously led ICICI Prudential PMS, managing over ₹4,000 crore, and headed its Small and Midcap research division. Read More
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | -0.97% | 0.45% | -1.42% |
| 3 Months | -14.27% | -3.13% | -11.14% |
| 6 Months | -9.28% | 3.24% | -12.52% |
| 1 Year | 1.3% | 17.3% | -16% |
| 2 Year | 2.35% | 8.09% | -5.74% |
| 3 Year | 15.42% | 17.66% | -2.24% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 10.1% | 14.07% | -3.97% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -8.64% | -0.97% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | -5.3% | -1.42% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -8.6% | -15.28% | 5.54% | 1.9% | 6.67% | 1.86% | 0.64% | -5.05% | 2.59% | 7.7% | -4.23% | -5.25% |
| 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 | -5.17% | -7.54% | -1.78% | -1.28% | 3.13% | -1.82% | 3.35% | -3.3% | 1.35% | 3.43% | -5.19% | -5.01% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 19.91% | -4.28% | 12.93% | 4.72% | 8.44% | -0.79% | -0.23% | 3.75% | -3.82% |
| Benchmark | -- | -- | -- | 3.44% | 0.83% | 7.05% | 4.44% | 0.96% | 2.09% | -6.45% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | 16.47% | -5.11% | 5.88% | 0.28% | 7.48% | -2.88% | 6.22% | 3.69% | -2.32% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 140.6 | 136.8 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 182.2 | 155.3 | 165.4 | 171.4 | 178.5 | 179.2 | 178.3 | 168.6 | 168.8 | 177.9 | 169.5 | 156.7 |
| 2024 | -- | -- | -- | 133.3 | 127.3 | 131.5 | 151.2 | 170.8 | 176.1 | 189.9 | 196.6 | 195.8 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
