Expert-managed portfolios tailored to your financial goals.
Construct a portfolio primarily from the S&P BSE 200 universe (with suitable additions), while adhering to client-specific restrictions on cash levels and stock/sector exposures as outlined in the Investment Management Agreement (IMA).
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | -1.64% | -3.34% | 1.7% |
| 3 Months | 1.29% | -2.64% | 3.93% |
| 6 Months | 3.9% | 0.98% | 2.92% |
| 1 Year | 6.4% | 7.74% | -1.34% |
| 2 Year | 11.85% | 8.73% | 3.12% |
| 3 Year | 18.15% | 16.41% | 1.74% |
| 5 Year | 16.54% | 16.44% | 0.11% |
| Since Inception | 16.98% | 15.81% | 1.17% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.64% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 1.7% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -1.63% | -6.62% | 4.07% | 2.95% | 3.15% | 2.39% | -3.08% | -0.55% | 0.03% | 3.11% | 2.2% | 0.77% |
| 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 | 1.8% | 1.12% | -3.25% | -0.23% | -0.4% | -1.29% | -0.36% | 1.2% | -1.21% | -1.16% | 1.24% | 1% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 3.54% | 1.21% | 8.57% | 4.15% | 2.51% | 1.44% | -4.87% | 0.84% | -1.76% |
| Benchmark | -- | -- | -- | 3.44% | 0.84% | 7.05% | 4.44% | 0.96% | 2.09% | -6.45% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | 0.11% | 0.38% | 1.52% | -0.29% | 1.55% | -0.65% | 1.58% | 0.78% | -0.27% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 17657 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 18200.5 | 16980.6 | 17661.9 | 18178.5 | 18659.6 | 19102.9 | 18504.2 | 18404.9 | 18403.5 | 18967.8 | 19354.7 | 19453.4 |
| 2024 | -- | -- | -- | 16628.1 | 16767.3 | 18188.3 | 18932.5 | 19392.4 | 19647 | 18674.9 | 18831.9 | 18497.9 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
