Expert-managed portfolios tailored to your financial goals.
The fund follows a systematic investing approach, building a benchmark-agnostic multicap portfolio with a mid and small-cap bias. It focuses on identifying fundamentally strong companies within the mid and small market capitalization space to capture high
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 1.34% | -11.37% | 12.71% |
| 3 Months | -0.2% | -13.94% | 13.74% |
| 6 Months | -5.92% | -9.62% | 3.7% |
| 1 Year | 7.13% | -3.12% | 10.25% |
| 2 Year | 0% | 0% | 0% |
| 3 Year | 0% | 0% | 0% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 10.55% | 3.46% | 7.09% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -6.24% | 5.03% | 1.34% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -11.37% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | -2.9% | 4.58% | 12.71% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -- | -- | 0% | 3.97% | 7.65% | 3.25% | -0.66% | -1.82% | 1.04% | 1.39% | -4.4% | -2.74% |
| Benchmark | -- | -- | 0% | 3.18% | 3.54% | 3.68% | -2.71% | -1.75% | 1.24% | 4.27% | 0.96% | -0.24% |
| Alpha | -- | -- | 0% | 0.79% | 4.11% | -0.43% | 2.05% | -0.07% | -0.2% | -2.88% | -5.36% | -2.5% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 40.6 | 45.3 | 29 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | -- | -- | 0.5 | 1.7 | 4.1 | 27.3 | 29.9 | 31.1 | 39.7 | 40.2 | 40.5 | 41.9 |
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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Claude
Perplexity
