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Our investment methodology employs a sophisticated multi-factor framework to rigorously evaluate more than a million data points within the Large & MidCap 250 segment. This systematic approach enables us to pinpoint potential portfolio constituents demonstrating robust momentum and reduced risk profiles.
We are committed to achieving long-term wealth accumulation through a disciplined approach to factor investing. This strategy leverages extensive data analysis to discern prevailing market trends and uncover promising investment opportunities. Our proprietary algorithmic framework for stock selection, complemented by a rigorous risk management system, is designed to deliver superior risk-adjusted returns for our investors.
Returns as on 2025-12-31
| Period | Strategy | Benchmark | Outperformance |
|---|---|---|---|
| 1 MONTH | -0.13% | -0.24% | 0.11% |
| 3 MONTHS | 0.18% | 5.02% | -4.84% |
| 6 MONTHS | -9.00% | 1.63% | -10.63% |
| 1 YEAR | -1.93% | 7.63% | -9.56% |
| 2 YEAR | 13.59% | 11.65% | 1.94% |
| 3 YEAR | 22.69% | 16.41% | 6.28% |
| 5 YEAR | 17.28% | 16.82% | 0.46% |
| SINCE INCEPTION | 15.39% | 17.02% | -1.63% |
| Year | Return |
|---|---|
| CY 2025 | -1.93% |
| CY 2024 | 32.00% |
| CY 2023 | 43.46% |
| CY 2022 | -4.22% |
| CY 2021 | 27.00% |
| CY 2020 | 6.72% |
| Year | Return |
|---|---|
| FY 26_YTD | 3.87% |
| FY 25 | 10.10% |
| FY 24 | 74.53% |
| FY 23 | -13.56% |
| FY 22 | 24.09% |
| FY 21 | 48.37% |
| FY 20 | -23.54% |
Past performance is not indicative of future results. Returns are subject to market risks.
Fund Manager
Ankit Doshi brings over ten years of comprehensive experience in financial services and technology. His expertise is primarily concentrated in quantitative research and the development of factor-based investment strategies. He possesses a specialized skill set in alpha-generating methodologies, supported by a robust understanding of big data analytics and algorithmic trading.
AMC: 2.5%
AMC: 1%
Hurdle: 10%
Profit Sharing: 15%
Year 1: 0%
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)
