Expert-managed portfolios tailored to your financial goals.
The strategy follows a bottom-up stock-picking process, selecting companies with strong fundamentals, established track records, and significant advantages that ensure continued success. By concentrating on quality businesses with durable moats, the fund
Equity Analyst focused on Indian equity markets. Focused on fund management and advisory services. Well versed with fund... Equity Analyst focused on Indian equity markets. Focused on fund management and advisory services. Well versed with fundamental as well as technical skills. Direct experience of handling retail as well as private Client group (PCG). Some experience in institutional dealing. Always interested in small projects related to equity markets.\r\n\r\nSpecialties: IPO Analysis and Stock Picking Read More
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 2.67% | 0.92% | 1.75% |
| 3 Months | 1.61% | -2.66% | 4.27% |
| 6 Months | 6.03% | 4.72% | 1.31% |
| 1 Year | 10.68% | 20.12% | -9.44% |
| 2 Year | 0% | 0% | 0% |
| 3 Year | 0% | 0% | 0% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | -5.76% | 0.59% | -6.35% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.34% | 2.67% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.2% | 0.92% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 0.86% | 1.75% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -8.59% | -8.9% | 6.53% | 0.76% | 0.39% | 3.26% | -2.88% | -3.41% | -0.18% | 3.96% | 0.56% | 1.34% |
| Benchmark | -3.9% | -8.44% | 7.37% | 3.62% | 4.29% | 3.76% | -2.74% | -2.05% | 1.31% | 4.57% | 1.56% | -0.36% |
| Alpha | -4.69% | -0.46% | -0.84% | -2.86% | -3.9% | -0.5% | -0.14% | -1.36% | -1.49% | -0.61% | -1% | 1.7% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | -- | -- | -- | -- | -- | -- | 0% | 0.63% | 0.99% |
| Benchmark | -- | -- | -- | -- | -- | -- | -- | -- | -- | 0% | 0.12% | -0.54% |
| Alpha | -- | -- | -- | -- | -- | -- | -- | -- | -- | 0% | 0.51% | 1.53% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.3 | 3.3 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 1.7 | 1.8 | 1.9 | 1.9 | 1.9 | 2 | 3.7 | 3.2 | 3.2 | 3.3 | 3.3 | 3.3 |
| 2024 | -- | -- | -- | -- | -- | -- | -- | -- | -- | 1.8 | 1.8 | 1.9 |
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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