Expert-managed portfolios tailored to your financial goals.
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 | -9.06% | -11.37% | 2.31% |
| 3 Months | -12.98% | -13.94% | 0.96% |
| 6 Months | -9.11% | -9.62% | 0.51% |
| 1 Year | -2.33% | -3.12% | 0.79% |
| 2 Year | -0.07% | 1.32% | -1.39% |
| 3 Year | 14.18% | 12.89% | 1.29% |
| 5 Year | 11.85% | 11.76% | 0.09% |
| Since Inception | 12.93% | 13.64% | -0.71% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -4.12% | -- | -9.06% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | -- | -11.37% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | -0.78% | -- | 2.31% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 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 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 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 |
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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Claude
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