The strategy follows a multicap approach, investing across large, mid, and small-cap companies with strong fundamentals and growth potential, while maintaining flexibility to allocate to cash and money market instruments for effective risk management and
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 3.86% | -0.09% | 3.95% |
| 3 Months | 8.63% | 3.86% | 4.77% |
| 6 Months | 9.02% | 1.43% | 7.59% |
| 1 Year | 9.14% | 4.72% | 4.42% |
| 2 Year | 2.3% | -0.11% | 2.41% |
| 3 Year | 14.78% | 12.09% | 2.69% |
| 5 Year | 12.67% | 10.91% | 1.76% |
| Since Inception | 14.91% | 14.88% | 0.03% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -4.12% | -- | -9.06% | 10.12% | 0.21% | 2.49% | 2.06% | 3.86% | -- | -- | -- | -- |
| Benchmark | -3.34% | -- | -11.37% | 10.38% | -0.17% | 1.73% | 2.19% | -0.09% | -- | -- | -- | -- |
| Alpha | -0.78% | -- | 2.31% | -0.26% | 0.38% | 0.76% | -0.13% | 3.95% | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -3.9% | -6.63% | 3.95% | 2.17% | 3.87% | 2.63% | -1.81% | 0.32% | 0.15% | 4.65% | 0.22% | -0.41% |
| 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 | -0.47% | 1.11% | -3.37% | 2.64% | 0.33% | -1.05% | 0.9% | 2.07% | -1.09% | 0.38% | -0.74% | -0.17% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 3.93% | 0.35% | 6.1% | 1.84% | 1.28% | 0.83% | -4.85% | 2.25% | -2.36% |
| Benchmark | -- | -- | -- | 3.44% | 0.83% | 7.05% | 4.44% | 0.96% | 2.09% | -6.18% | -0.23% | -1.53% |
| Alpha | -- | -- | -- | 0.49% | -0.48% | -0.95% | -2.6% | 0.32% | -1.26% | 1.33% | 2.48% | -0.83% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 82.2 | -- | 67.9 | 74.1 | 73.7 | 73.5 | 75 | 75 | -- | -- | -- | -- |
| 2025 | 93 | 85.8 | 88.1 | 90 | 92.1 | 93.7 | 92 | 91.1 | 88.8 | 88.8 | 88.1 | 87.4 |
| 2024 | -- | -- | -- | 122.2 | 120.6 | 126.2 | 125.7 | 122.5 | 117 | 110.1 | 103 | 99.3 |
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