Affluense AI AFFLUENSE

Dynamo

Accuracap
PMS Small Cap
Benchmark
S&P BSE 500 TRI
Inception Date
31 December 2016
Min. Investment
₹50,00,000
AUM (Cr.)
₹13.68
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

The core investment approach involves retaining promising holdings and divesting underperforming assets at predefined intervals. This systematic process is underpinned by a spatial-temporal analytical framework. This framework assesses the performance of businesses relative to their sector rankings, considering cross-sector comparisons both currently and historically. Consequently, the reliance on discretionary adjustments is significantly minimized.

Investment Objective

GARP: Value Creation Through Sustainable Growth

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -2.03% -0.24% -1.79%
3 MONTHS -2.21% 5.02% -7.23%
6 MONTHS -6.99% 1.63% -8.62%
1 YEAR -4.15% 7.63% -11.78%
2 YEAR 15.18% 11.63% 3.55%
3 YEAR 29.87% 16.39% 13.48%
5 YEAR 26.28% 16.81% 9.47%
SINCE INCEPTION 23.16% 15.96% 7.20%

Calendar Year Performance

Year Return
CY 2025 -4.15%
CY 2024 38.47%

Financial Year Performance

Year Return
FY 26_YTD 10.39%
FY 25 21.67%
FY 24 70.61%

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
0.00%
Mid Cap
2.50%
Small Cap
97.50%
Cash & Equivalent
0.00%

Top 5 Holdings

  • SML Mahindra Limited 3.27%
  • MAS Financial Services Limited. 3.11%
  • Privi Speciality Chemicals Ltd 3.08%
  • Strides Pharma Science Limited. 3.00%
  • India Glycols Ltd 2.99%

Top 5 Sectors

  • Capital Goods 27.18%
  • Healthcare 16.90%
  • Financial Services 15.08%
  • Fast Moving Consumer Goods 7.71%
  • Chemicals 6.98%

Portfolio Characteristics

total number of stocks
N/A
top 5 stocks percent
15.45%
top 5 sectors percent
73.85%
average market cap
N/A
portfolio age
9 Yrs, 0 Months
sip
Not Available
stp
Not Available

Fee Structure

Fixed Fee

AMC: 2.5%

Variable Fee

AMC: 1.5%

Hurdle: 14%

Profit Sharing: 20%

Exit Load

Year 1: 2%

Year 2: 1%

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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)