Expert-managed portfolios tailored to your financial goals.
The portfolio follows a focused strategy, identifying and investing in select companies across market capitalisations that demonstrate strong growth potential, scalability, and leadership in sectors driving India’s growth story.
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | -8.9% | -11.37% | 2.47% |
| 3 Months | -12.77% | -13.94% | 1.17% |
| 6 Months | -9.12% | -9.62% | 0.5% |
| 1 Year | 0.4% | -3.12% | 3.52% |
| 2 Year | 1.31% | 1.32% | -0.01% |
| 3 Year | 13.23% | 12.89% | 0.34% |
| 5 Year | 10.87% | 11.76% | -0.89% |
| Since Inception | 11.04% | 13.13% | -2.09% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -4.5% | -- | -8.9% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | -- | -11.37% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | -1.16% | -- | 2.47% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -5.06% | -6.15% | 4.53% | 2.7% | 6.31% | 3.2% | -0.36% | -1.48% | -0.12% | 5.67% | -0.26% | -1.15% |
| 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 | -1.63% | 1.59% | -2.79% | 3.17% | 2.77% | -0.48% | 2.35% | 0.27% | -1.36% | 1.4% | -1.22% | -0.91% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 4.88% | -0.69% | 6.96% | 2.77% | 0.99% | 0.87% | -5.74% | 1.58% | -1.76% |
| Benchmark | -- | -- | -- | 3.44% | 0.83% | 7.05% | 4.44% | 0.96% | 2.09% | -6.18% | -0.23% | -1.53% |
| Alpha | -- | -- | -- | 1.44% | -1.52% | -0.09% | -1.67% | 0.03% | -1.22% | 0.44% | 1.81% | -0.23% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 179.5 | -- | 157.9 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 198.8 | 183.6 | 190.5 | 194.7 | 203.6 | 206 | 196.6 | 189.3 | 186.5 | 196.7 | 193 | 189.3 |
| 2024 | -- | -- | -- | 232.4 | 227.6 | 242 | 244.3 | 241.7 | 240.4 | 224.2 | 223.8 | 210 |
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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