Affluense AI AFFLUENSE

Alpha10

Accuracap
PMS Large Cap
Benchmark
Nifty 50 TRI
Inception Date
19 September 2011
Min. Investment
₹50,00,000
AUM (Cr.)
₹107.90
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

This investment strategy focuses on a concentrated portfolio of 12-20 large-capitalization stocks. Sector allocation is capped at 30%. Stock selection is driven by proprietary Artificial Intelligence algorithms, with a strong emphasis on underlying business fundamentals. The approach seeks to achieve a balance between growth potential and risk mitigation. The average holding period is two years, with annual portfolio rebalancing. Positions are exited when their ranking falls below a predefined threshold. Investments in public sector undertakings and initial public offerings are excluded.

Investment Objective

Our curated portfolio comprises 12 to 35 high-quality companies, meticulously selected using an intelligent ranking algorithm. This approach prioritizes robust business fundamentals and rigorous risk management.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -0.85% -0.28% -0.57%
3 MONTHS 5.51% 6.33% -0.82%
6 MONTHS -0.35% 2.92% -3.27%
1 YEAR 3.05% 11.88% -8.83%
2 YEAR 6.21% 10.97% -4.76%
3 YEAR 12.48% 14.31% -1.83%
5 YEAR 9.61% 14.67% -5.06%
SINCE INCEPTION 13.45% 13.49% -0.04%

Calendar Year Performance

Year Return
CY 2025 3.05%
CY 2024 9.49%
CY 2023 26.18%
CY 2022 -3.53%
CY 2021 15.21%
CY 2020 23.72%
CY 2019 11.02%
CY 2018 2.46%
CY 2017 35.38%
CY 2016 0.40%
CY 2015 9.62%
CY 2014 47.43%
CY 2013 16.45%
CY 2012 22.97%
CY 2011 -13.35%

Financial Year Performance

Year Return
FY 26_YTD 10.17%
FY 25 -2.98%
FY 24 35.35%
FY 23 -3.09%
FY 22 13.36%
FY 21 46.80%
FY 20 -10.52%
FY 19 10.42%
FY 18 14.65%
FY 17 19.09%
FY 16 -5.27%
FY 15 53.93%
FY 14 28.02%
FY 13 6.72%
FY 12 -3.00%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Dr. Naresh Chand Gupta

Inventor and CEO

**Naresh brings a distinguished background in corporate leadership, computer science, and extensive research to his investment endeavors.** A Gold Medalist from IIT-Kanpur and a Ph.D. recipient from the University of Maryland, he previously served as the Founder and Managing Director of Adobe India from 1997 to March 2015. During his tenure, Naresh established and expanded Adobe's operations in India, cultivating a team of over 3500 engineers over an 18-year period. Under his guidance, the Indian campus became a significant hub for innovation, contributing 40% of Adobe's core research and development and filing hundreds of global patents. As a member of Adobe's global executive team, he managed one of the company's three primary business units within its $8 billion portfolio. Naresh is also a highly productive researcher and inventor, with authorship of numerous influential scientific papers in Artificial Intelligence, Pattern Recognition, and Computer Vision, and holds seven individual U.S. patents.

Portfolio Details

Portfolio Composition

Large Cap
66.48%
Mid Cap
33.50%
Small Cap
0.02%
Cash & Equivalent
0.00%

Top 5 Holdings

  • Muthoot Finance Ltd 7.97%
  • Bharti Airtel Ltd 6.21%
  • Marico Ltd 6.13%
  • HDFC Bank Ltd. 6.02%
  • ICICI Bank Ltd 5.76%

Top 5 Sectors

  • Financials Services 28.67%
  • HealthCare 14.24%
  • Fast Moving Consumer Goods 10.66%
  • Capital Goods 8.25%
  • Chemicals 7.28%

Portfolio Characteristics

total number of stocks
N/A
top 5 stocks percent
32.09%
top 5 sectors percent
69.10%
average market cap
N/A
portfolio age
14 Yrs, 3 Months
sip
Not Available
stp
Not Available

Fee Structure

Fixed Fee

AMC: 2.5%

Variable Fee

AMC: 1.5%

Hurdle: 10%

Profit Sharing: 20%

Exit Load

Year 1: 2%

Year 2: 1%

Year 3: 0%

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)