Expert-managed portfolios tailored to your financial goals.
The portfolio follows a disciplined, absolute return–oriented strategy with defined risk-adjusted metrics. Stock selection is based on a unique investment framework, ensuring focused allocation to quality opportunities while actively managing risk t
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 11.21% | 0.45% | 10.76% |
| 3 Months | 6.87% | -3.13% | 10% |
| 6 Months | 7.94% | 3.24% | 4.7% |
| 1 Year | 29.66% | 17.3% | 12.36% |
| 2 Year | 7.84% | 8.09% | -0.25% |
| 3 Year | 0% | 0% | 0% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 17.65% | 15.6% | 2.05% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -4.87% | 11.21% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | -1.53% | 10.76% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -7.69% | -11.36% | 7.64% | 0.48% | 10.78% | 5.26% | -2.96% | -1.85% | -0.03% | 2.07% | -1.02% | 1.02% |
| Benchmark | -3.43% | -7.74% | 7.32% | 3.18% | 3.54% | 3.68% | -2.71% | -1.75% | 1.24% | 4.27% | 0.96% | -0.24% |
| Alpha | -4.26% | -3.62% | 0.32% | -2.7% | 7.24% | 1.58% | -0.25% | -0.1% | -1.27% | -2.2% | -1.98% | 1.26% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 13.65% | 0.62% | 7.09% | 4.21% | -2.61% | -1.08% | -4.06% | -1.53% | -2.59% |
| Benchmark | -- | -- | -- | 3.44% | 0.83% | 7.05% | 4.44% | 0.96% | 2.09% | -6.45% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | 10.21% | -0.21% | 0.04% | -0.23% | -3.57% | -3.17% | 2.39% | -1.59% | -1.09% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 155.7 | 173.4 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 148.2 | 129.7 | 142.6 | 143.5 | 159.4 | 168.8 | 163.7 | 160.9 | 161.3 | 164.8 | 162.6 | 163.8 |
| 2024 | -- | -- | -- | 134.8 | 138.6 | 153.3 | 162.6 | 160.6 | 162 | 160.7 | 163.3 | 159.6 |
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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