Amaltas Asset Management employs a systematic value investment approach, integrating comprehensive fundamental research with macroeconomic insights to identify undervalued equities. Our objective is to achieve robust capital appreciation and returns within a 3–5 year investment horizon, underpinned by proactive risk mitigation strategies.
Amaltas Asset Management is committed to generating exceptional long-term investment performance through the creation of a focused portfolio comprising 10 to 15 meticulously selected, high-calibre enterprises. Our investment methodology adheres to a rigorous approach, prioritizing businesses exhibiting a substantial undervaluation relative to their intrinsic worth. This strategy is underpinned by a strong emphasis on robust fundamental analysis, identifiable growth prospects, and comprehensive risk mitigation frameworks.
Returns as on 2025-12-31
| Period | Strategy | Benchmark | Outperformance |
|---|---|---|---|
| 1 MONTH | -3.05% | -0.24% | -2.81% |
| 3 MONTHS | -0.20% | 5.02% | -5.22% |
| 6 MONTHS | -7.66% | 1.63% | -9.29% |
| SINCE INCEPTION | -2.83% | 10.95% | -13.78% |
| Year | Return |
|---|
| Year | Return |
|---|
Past performance is not indicative of future results. Returns are subject to market risks.
Fund Manager
An alumnus of BITS Pilani (Class of 2014), the individual possesses prior experience as an Investment Banker at JP Morgan, with postings in both Mumbai and New York. Their professional background includes serving as a lead analyst on transactions valued at over $1 billion, encompassing Mergers & Acquisitions, buyouts, and Initial Public Offerings. This expertise is primarily focused on the North American Real Estate sector.
AMC: 1.5%
Hurdle: 10%
Profit Sharing: 15%
Year 1: 3%
Year 2: 0%
Year 3: 0%
Get in touch with our partner to learn more about 's portfolio management services and how they align with your investment goals.
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)
