Active, research-driven stock selection with a focused, diversified portfolio and dynamic risk management
Shubham Jain
Fund manager at NV ALPHA FUND MANAGEMENT LLP
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 14.73% | -0.09% | 14.82% |
| 3 Months | 23.94% | 3.86% | 20.08% |
| 6 Months | 38.25% | 1.43% | 36.82% |
| 1 Year | 40.35% | 4.72% | 35.63% |
| 2 Year | 0% | 0% | 0% |
| 3 Year | 0% | 0% | 0% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 18.36% | -0.23% | 18.59% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -5.78% | 2.06% | -10.51% | 17.88% | 5.75% | 7.13% | -- | 14.73% | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -11.37% | 10.38% | -0.17% | 1.73% | -- | -0.09% | -- | -- | -- | -- |
| Alpha | -2.44% | 1.61% | 0.86% | 7.5% | 5.92% | 5.4% | -- | 14.82% | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -7.08% | -7.64% | 3.89% | 1.69% | 9.66% | 4.96% | 0.46% | -3.08% | -0.12% | 3.85% | 2.86% | -- |
| Benchmark | -3.43% | -7.74% | 7.32% | 3.18% | 3.54% | 3.68% | -2.71% | -1.75% | 1.24% | 4.27% | 0.96% | -- |
| Alpha | -3.65% | 0.1% | -3.43% | -1.49% | 6.12% | 1.28% | 3.17% | -1.33% | -1.36% | -0.42% | 1.9% | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | -- | -- | -- | -- | -- | 0% | -2.75% | -0.76% | 2.59% |
| Benchmark | -- | -- | -- | -- | -- | -- | -- | -- | 0% | -6.45% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | -- | -- | -- | -- | -- | 0% | 3.7% | -0.82% | 4.09% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 424 | 486.3 | 480.2 | 577.6 | 616.7 | 665.7 | -- | 800.1 | -- | -- | -- | -- |
| 2025 | 328.4 | 303.3 | 314.7 | 324.9 | 371.7 | 404.6 | 427.4 | 414.3 | 419.4 | 435 | 444.1 | -- |
| 2024 | -- | -- | -- | -- | -- | -- | -- | -- | 163.4 | 211 | 280.3 | 351.5 |
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