Expert-managed portfolios tailored to your financial goals.
The strategy follows a multicap approach with a focused portfolio, selecting companies across market capitalisations that are well-positioned to capture growth opportunities arising from India’s long-term economic development
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | -9.08% | -11.37% | 2.29% |
| 3 Months | -12.89% | -13.94% | 1.05% |
| 6 Months | -9.22% | -9.62% | 0.4% |
| 1 Year | 0.41% | -3.12% | 3.53% |
| 2 Year | 1.11% | 1.32% | -0.21% |
| 3 Year | 13.21% | 12.89% | 0.32% |
| 5 Year | 10.99% | 11.76% | -0.77% |
| Since Inception | 13.05% | 13.52% | -0.47% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -4.49% | -- | -9.08% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | -- | -11.37% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | -1.15% | -- | 2.29% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -5.28% | -6.34% | 4.79% | 2.76% | 6.34% | 3.17% | -0.36% | -1.53% | -0.01% | 5.59% | -0.16% | -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 | -1.85% | 1.4% | -2.53% | 3.23% | 2.8% | -0.51% | 2.35% | 0.22% | -1.25% | 1.32% | -1.12% | -0.91% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 4.95% | -0.57% | 6.95% | 2.79% | 0.89% | 1.01% | -5.91% | 1.54% | -1.97% |
| Benchmark | -- | -- | -- | 3.44% | 0.83% | 7.05% | 4.44% | 0.96% | 2.09% | -6.18% | -0.23% | -1.53% |
| Alpha | -- | -- | -- | 1.51% | -1.4% | -0.1% | -1.65% | -0.07% | -1.08% | 0.27% | 1.77% | -0.44% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 44.2 | -- | 39.2 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 44.6 | 41.7 | 43.6 | 44.8 | 47.2 | 48.7 | 47.8 | 46.9 | 46.7 | 47.7 | 46.9 | 46.3 |
| 2024 | -- | -- | -- | 54.4 | 54 | 57.1 | 57.7 | 58.1 | 57.1 | 53.3 | 50.6 | 47.3 |
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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