We advocate for investment in well-managed companies trading at attractive valuations.
This investment strategy aims to generate sustainable long-term capital appreciation by focusing on businesses and industries poised to capitalize on India's economic expansion, fueled by its favorable demographic profile and rising per capita income.
Returns as on 2025-12-31
| Period | Strategy | Benchmark | Outperformance |
|---|---|---|---|
| 1 MONTH | -3.92% | -0.28% | -3.64% |
| 3 MONTHS | -4.87% | 6.33% | -11.20% |
| 6 MONTHS | -6.53% | 2.92% | -9.45% |
| 1 YEAR | -4.88% | 11.88% | -16.76% |
| 2 YEAR | 12.61% | 10.97% | 1.64% |
| 3 YEAR | 19.23% | 14.32% | 4.91% |
| 5 YEAR | 14.39% | 14.68% | -0.29% |
| SINCE INCEPTION | 13.33% | 11.91% | 1.42% |
| Year | Return |
|---|---|
| CY 2025 | -4.88% |
| CY 2024 | 33.23% |
| CY 2023 | 35.48% |
| CY 2022 | -7.92% |
| Year | Return |
|---|---|
| FY 26_YTD | 8.12% |
| FY 25 | 10.85% |
| FY 24 | 51.64% |
| FY 23 | -12.28% |
Past performance is not indicative of future results. Returns are subject to market risks.
Director & Senior Fund Manager
The equity research division at Dalal & Broacha, consisting of six professionals, was established by a Chartered Accountant who joined the firm over fifteen years ago. Prior to his tenure at Dalal & Broacha, he accumulated several years of experience in corporate planning and financial management. His overall expertise in the equities market spans more than 35 years.
Fund Manager
Possessing qualifications in engineering and management, Nawaz previously served as the Head of Research at IDBI Mutual Fund prior to his commencement at D&B in February 2019. His professional career spans over 17 years in the equities domain.
AMC: 2%
AMC: No Option
Hurdle: No Option
Profit Sharing: No Option
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)
