Expert-managed portfolios tailored to your financial goals.
The strategy focuses on identifying fundamentally strong businesses in their early growth stages that exhibit scalability, robust management, and sustainable competitive advantages. Through rigorous bottom-up research, the portfolio emphasizes companies w
Investing in Indian markets since early 2000. Focus on emerging companies from the small and mid cap space. \r\nHave bee... Investing in Indian markets since early 2000. Focus on emerging companies from the small and mid cap space. \r\nHave been part of couple of popular online platforms - Screener.in & ValuePickr.com Read More
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | -11.55% | -11.37% | -0.18% |
| 3 Months | -13.03% | -13.94% | 0.91% |
| 6 Months | -11.62% | -9.62% | -2% |
| 1 Year | 3.22% | -3.12% | 6.34% |
| 2 Year | 5.79% | 1.32% | 4.47% |
| 3 Year | 21.04% | 12.89% | 8.15% |
| 5 Year | 27.71% | 11.75% | 15.96% |
| Since Inception | 26.48% | 12.98% | 13.5% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -6.86% | 5.56% | -11.55% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -11.37% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | -3.52% | 5.11% | -0.18% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -7.36% | -16.57% | 7.11% | 2.68% | 9.2% | 3.46% | -0.51% | 1.06% | 0.13% | 5.94% | -3.6% | -0.49% |
| 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 | -3.93% | -8.83% | -0.21% | -0.5% | 5.66% | -0.22% | 2.2% | 2.81% | -1.11% | 1.67% | -4.56% | -0.25% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 12.76% | -3.89% | 10.75% | 9.63% | -0.14% | -0.28% | -2.82% | 2.96% | -0.08% |
| Benchmark | -- | -- | -- | 3.44% | 0.83% | 7.05% | 4.44% | 0.96% | 2.09% | -6.45% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | 9.32% | -4.72% | 3.7% | 5.19% | -1.1% | -2.37% | 3.63% | 2.9% | 1.42% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 305.4 | 349 | 311.6 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 272.5 | 233.7 | 254.2 | 262.3 | 287.2 | 296.5 | 295.3 | 299.3 | 304.8 | 323.8 | 318.9 | 322.7 |
| 2024 | -- | -- | -- | 203.1 | 196.5 | 220.2 | 243.6 | 244.2 | 243.1 | 245.5 | 259.8 | 291.8 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
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