Expert-managed portfolios tailored to your financial goals.
The portfolio follows a focused strategy, primarily investing in mid-cap and small-cap stocks with strong growth potential, while selectively allocating to cash and money market instruments to manage liquidity and risk
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | -8.37% | -11.37% | 3% |
| 3 Months | -11.38% | -13.94% | 2.56% |
| 6 Months | -9.75% | -9.62% | -0.13% |
| 1 Year | -0.22% | -3.12% | 2.9% |
| 2 Year | 4.34% | 1.32% | 3.02% |
| 3 Year | 17.6% | 12.89% | 4.71% |
| 5 Year | 13.79% | 11.76% | 2.03% |
| Since Inception | 12.09% | 12.63% | -0.54% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -3.44% | -- | -8.37% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | -- | -11.37% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | -0.1% | -- | 3% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -7.31% | -9.69% | 6.34% | 0.2% | 9.63% | 3.98% | -3.29% | -2.08% | 2.22% | 4.77% | -0.56% | -2.25% |
| Benchmark | -3.43% | -7.74% | 7.32% | -0.47% | 3.54% | 3.68% | -2.71% | -1.75% | 1.24% | 4.27% | 0.96% | -0.24% |
| Alpha | -3.88% | -1.95% | -0.98% | 0.67% | 6.09% | 0.3% | -0.58% | -0.33% | 0.98% | 0.5% | -1.52% | -2.01% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 9.69% | -1.32% | 7.91% | 4.24% | 0.28% | 1.92% | -3.15% | 2.96% | -1.24% |
| Benchmark | -- | -- | -- | 3.44% | 0.83% | 7.05% | 4.44% | 0.96% | 2.09% | -6.18% | -0.23% | -1.53% |
| Alpha | -- | -- | -- | 6.25% | -2.15% | 0.86% | -0.2% | -0.68% | -0.17% | 3.03% | 3.19% | 0.29% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 28.4 | -- | 26.1 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 29.6 | 26.7 | 27.9 | 28 | 30.6 | 31.9 | 30.8 | 28.7 | 29 | 30.3 | 30.1 | 29.4 |
| 2024 | -- | -- | -- | 32.3 | 31.6 | 33.2 | 34.6 | 33.3 | 33.7 | 31.7 | 32.6 | 31.9 |
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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