Expert-managed portfolios tailored to your financial goals.
Follows a value + growth investing blend, focusing on undervalued yet high-growth potential companies.\n\nUses rigorous fundamental research to identify small- and mid-cap companies (with occasional large-cap picks if attractive).\n\nTargets sectors drivi
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 0.66% | -0.51% | 1.17% |
| 3 Months | -11.36% | -3.8% | -7.56% |
| 6 Months | -0.19% | 3.36% | -3.55% |
| 1 Year | 19.66% | 15.07% | 4.59% |
| 2 Year | 0% | 0% | 0% |
| 3 Year | 0% | 0% | 0% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | -5.27% | 2.09% | -7.36% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -7.66% | 0.66% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.04% | -0.51% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | -4.62% | 1.17% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -10.39% | -12.7% | 4.41% | 5.32% | 7.38% | 6.17% | -0.23% | -4.14% | 6.47% | 4.3% | 1.4% | -4.64% |
| Benchmark | -0.45% | -5.79% | 6.31% | 3.48% | 1.92% | 3.37% | -2.77% | -1.21% | 0.77% | 4.62% | 1.92% | -0.28% |
| Alpha | -9.94% | -6.91% | -1.9% | 1.84% | 5.46% | 2.8% | 2.54% | -2.93% | 5.7% | -0.32% | -0.52% | -4.36% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | -- | -- | -- | -- | -0.56% | 4.21% | -2.9% | -2.07% | -0.17% |
| Benchmark | -- | -- | -- | -- | -- | -- | -- | 1.36% | 2.28% | -6.12% | -0.26% | -2.02% |
| Alpha | -- | -- | -- | -- | -- | -- | -- | -1.92% | 1.93% | 3.22% | -1.81% | 1.85% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 33.5 | 33.7 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 19.8 | 18.8 | 25.9 | 27.3 | 30.1 | 32 | 31.9 | 33.8 | 35.9 | 37.5 | 38 | 36.2 |
| 2024 | -- | -- | -- | -- | -- | -- | -- | 13.5 | 15.8 | 20 | 19.6 | 19.5 |
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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