Expert-managed portfolios tailored to your financial goals.
Equity-focused: Primarily invests in listed equities (up to 100%), with some allocation to liquid mutual fund schemes or other securities when needed.\n\nMarket cap spectrum: Invests across small-cap and mid-cap companies (with flexibility across all caps
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 0.22% | -0.51% | 0.73% |
| 3 Months | -13.19% | -3.8% | -9.39% |
| 6 Months | -5.74% | 3.36% | -9.1% |
| 1 Year | 11.43% | 15.07% | -3.64% |
| 2 Year | 0.06% | 8.28% | -8.22% |
| 3 Year | 27.71% | 14.64% | 13.07% |
| 5 Year | 34.8% | 12.94% | 21.86% |
| Since Inception | 20.49% | 13.19% | 7.3% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -8.57% | 0.22% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.04% | -0.51% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | -5.53% | 0.73% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -15.76% | -14.51% | 9.83% | 1.41% | 9.89% | 3.17% | -0.99% | -5.44% | 5.03% | 4.41% | -0.98% | -5.26% |
| 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 | -15.31% | -8.72% | 3.52% | -2.07% | 7.97% | -0.2% | 1.78% | -4.23% | 4.26% | -0.21% | -2.9% | -4.98% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 13.86% | -4.86% | 6.55% | -0.86% | -0.66% | 6.27% | -1.59% | -1.7% | 3.42% |
| Benchmark | -- | -- | -- | 1.24% | 0.03% | 6.77% | 4% | 1.36% | 2.28% | -6.12% | -0.26% | -2.02% |
| Alpha | -- | -- | -- | 12.62% | -4.89% | -0.22% | -4.86% | -2.02% | 3.99% | 4.53% | -1.44% | 5.44% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 340.6 | 343.6 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 338.1 | 292.9 | 323.8 | 332.1 | 367.1 | 378.8 | 374.1 | 354.6 | 376.5 | 397.5 | 393.8 | 374.7 |
| 2024 | -- | -- | -- | 326.7 | 322.6 | 348.7 | 349.6 | 347.5 | 376.8 | 376.2 | 378.5 | 394.6 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
