Our investment strategy focuses on a diversified portfolio of small-capitalization companies. These companies are selected based on their robust operational quality, distinguished by competent and ethical leadership, and are currently trading at a valuation below their intrinsic worth.
Our primary objective is to optimize risk-adjusted returns for our clientele.
Returns as on 2025-12-31
| Period | Strategy | Benchmark | Outperformance |
|---|---|---|---|
| 1 MONTH | -1.73% | -0.24% | -1.49% |
| 3 MONTHS | -3.54% | 5.02% | -8.56% |
| 6 MONTHS | -10.30% | 1.63% | -11.93% |
| 1 YEAR | -12.55% | 7.63% | -20.18% |
| 2 YEAR | 11.75% | 11.64% | 0.11% |
| 3 YEAR | 25.11% | 16.40% | 8.71% |
| 5 YEAR | 43.86% | 16.82% | 27.04% |
| SINCE INCEPTION | 47.03% | 16.03% | 31.00% |
| Year | Return |
|---|---|
| CY 2025 | 0.00% |
| CY 2024 | 42.89% |
| CY 2023 | 56.82% |
| CY 2022 | 29.26% |
| CY 2021 | 143.42% |
| CY 2020 | 117.37% |
| CY 2019 | -8.25% |
| Year | Return |
|---|---|
| FY 26_YTD | 5.40% |
| FY 25 | 23.06% |
| FY 24 | 53.73% |
| FY 23 | 18.33% |
| FY 22 | 120.73% |
| FY 21 | 263.08% |
| FY 20 | -35.25% |
Past performance is not indicative of future results. Returns are subject to market risks.
Fund Manager
Possesses a Master of Economics degree from Delhi School of Economics (DSE) and holds NISM certification. Brings five years of professional experience in credit risk management and market research, acquired at American Express and Wells Fargo.
AMC: No Option
Hurdle: 10.00%
Profit Sharing: Performance Fee 20% Over 10% Hurdle
Year 1: 2%
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)
