The fund employs a blended investment strategy, integrating both top-down and bottom-up methodologies in portfolio construction. Investment decisions are made across diverse sectors and market capitalization segments that align with pre-defined criteria, with a primary emphasis on optimizing risk-reward profiles.
The investment strategy focuses on identifying and acquiring stakes in companies exhibiting robust earnings predictability and substantial cash flow generation. These selections are made when they are trading at prices below their perceived intrinsic worth.
Returns as on 2025-12-31
| Period | Strategy | Benchmark | Outperformance |
|---|---|---|---|
| 1 MONTH | -1.05% | -0.24% | -0.81% |
| 3 MONTHS | 4.18% | 5.02% | -0.84% |
| 6 MONTHS | -0.36% | 1.63% | -1.99% |
| 1 YEAR | -0.79% | 7.63% | -8.42% |
| 2 YEAR | 7.32% | 11.64% | -4.32% |
| SINCE INCEPTION | 25.91% | 20.67% | 5.24% |
| Year | Return |
|---|---|
| CY 2025 | -0.79% |
| CY 2024 | 16.09% |
| Year | Return |
|---|---|
| FY 26_YTD | 17.91% |
| FY 25 | 3.36% |
| FY 24 | 56.99% |
| FY 23 | -0.20% |
Past performance is not indicative of future results. Returns are subject to market risks.
Fund Manager
The individual possesses over two decades of expertise in equity analysis and portfolio management. They served as a Fund Manager at Birla Sun Life for a period of four years, overseeing assets under management amounting to approximately INR 2,500 crore. Their comprehensive experience includes in-depth research on a diverse range of companies spanning multiple sectors and market capitalizations.
AMC: 2%
AMC: 1.5%
Hurdle: 10%
Profit Sharing: 15%
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)
