Expert-managed portfolios tailored to your financial goals.
The Small Mid Cap Fund takes a Private Equity style bottoms-up approach to identify under the radar companies and emerging sectors, in addition to balance sheet turnarounds to drive meaningful earnings growth and consequently re-rating. Big focus on quali
Viraj Mahadevia is a seasoned finance professional with a robust background in fund management, private equity, and inve... Viraj Mahadevia is a seasoned finance professional with a robust background in fund management, private equity, and investment banking. He currently serves as a Fund Manager at Monarchs Growl Asset Private Limited, a role he has held since December 2023. His career history includes significant roles such as Partner at IFL Investment Managers, Director at Actis, and Associate at both Citi and Goldman Sachs. He has extensive experience in private equity in India, mergers and acquisitions, and capital raising, with a focus on the healthcare and consumer sectors during his time with Goldman Sachs and Citigroup in London. Read More
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | -0.3% | -0.51% | 0.21% |
| 3 Months | -8.64% | -3.8% | -4.84% |
| 6 Months | -13.58% | 3.36% | -16.94% |
| 1 Year | 5.42% | 15.07% | -9.65% |
| 2 Year | 4.65% | 8.29% | -3.64% |
| 3 Year | 0% | 0% | 0% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 7.58% | 9.83% | -2.25% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.24% | -0.3% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.04% | -0.51% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 4.28% | 0.21% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -8.66% | -17.81% | 6.67% | 4.9% | 16.49% | 5.73% | -2.88% | -8.87% | 7.07% | -1.04% | -10.72% | -9.49% |
| Benchmark | -3.43% | -7.74% | 7.32% | 3.18% | 3.54% | 3.68% | -2.71% | -1.75% | 1.24% | 4.62% | 1.92% | -0.28% |
| Alpha | -5.23% | -10.07% | -0.65% | 1.72% | 12.95% | 2.05% | -0.17% | -7.12% | 5.83% | -5.66% | -12.64% | -9.21% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 15.28% | -9.54% | 19.22% | 24.4% | 4.85% | -2.76% | -3.99% | -1.32% | -2.23% |
| Benchmark | -- | -- | -- | 3.44% | 0.83% | 7.05% | 4.44% | 0.96% | 2.09% | -6.45% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | 11.84% | -10.37% | 12.17% | 19.96% | 3.89% | -4.85% | 2.46% | -1.38% | -0.73% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 108.2 | 108.5 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 141.5 | 116.6 | 123.7 | 131.7 | 154.4 | 116.4 | 117.1 | 108.9 | 118.4 | 120.8 | 111.6 | 102.9 |
| 2024 | -- | -- | -- | 88.2 | 86.7 | 108.9 | 135.5 | 147.3 | 147.8 | 154.2 | 155.7 | 152.7 |
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