Expert-managed portfolios tailored to your financial goals.
The strategy focuses on 12–20 hidden gems with market capitalizations between INR 500–5,000 crore, selected for their strong earnings growth, capital efficiency, and attractive valuations. Portfolio performance is benchmarked against the S&
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 1.12% | 0.45% | 0.67% |
| 3 Months | -2.28% | -3.13% | 0.85% |
| 6 Months | -7.1% | 3.24% | -10.34% |
| 1 Year | 12.33% | 17.3% | -4.97% |
| 2 Year | 0.25% | 8.09% | -7.84% |
| 3 Year | 13.2% | 17.66% | -4.46% |
| 5 Year | 14.75% | 14.78% | -0.03% |
| Since Inception | 20.38% | 14.71% | 5.67% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -5.51% | 1.12% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | -2.17% | 0.67% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -10.21% | -11.93% | 6.81% | 1.91% | 16.62% | 0.58% | -1.59% | -3.74% | -2.7% | 2.68% | -4.84% | 2.27% |
| 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 | -6.78% | -4.19% | -0.51% | -1.27% | 13.08% | -3.1% | 1.12% | -1.99% | -3.94% | -1.59% | -5.8% | 2.51% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 9.77% | -2.1% | 7.27% | 1.51% | 4.33% | 2.46% | -4.03% | -0.19% | 0.08% |
| Benchmark | -- | -- | -- | 3.44% | 0.83% | 7.05% | 4.44% | 0.96% | 2.09% | -6.45% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | 6.33% | -2.93% | 0.22% | -2.93% | 3.37% | 0.37% | 2.42% | -0.25% | 1.58% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 965.3 | 990.3 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 1025.6 | 903.3 | 968.8 | 983.6 | 1152.1 | 1176.7 | 1167.4 | 1117.4 | 1102.8 | 1131 | 1065.2 | 1044.5 |
| 2024 | -- | -- | -- | 1121.7 | 1088.7 | 1165.4 | 1155.1 | 1186.4 | 1191 | 1136.7 | 1121.8 | 1121.7 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
