Affluense AI AFFLUENSE

Long Term Value

Eklavya Capital Advisors LLP
PMS Multi Asset
Benchmark
NSE Multi Asset Index 2
Inception Date
8 December 2016
Min. Investment
₹50,00,000
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

Sustainable Wealth Creation

Investment Objective

To safeguard and enhance client portfolios over the long term, we focus on acquiring shares of high-quality businesses and other assets at attractive valuations.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -0.42% -0.05% -0.37%
3 MONTHS 1.53% 3.31% -1.78%
6 MONTHS 0.38% 3.28% -2.90%
1 YEAR 9.32% 9.52% -0.20%
2 YEAR 9.91% 11.18% -1.27%
3 YEAR 10.59% 12.87% -2.28%
5 YEAR 9.20% 12.36% -3.16%
SINCE INCEPTION 9.23% 11.97% -2.74%

Calendar Year Performance

Year Return
CY 2025 9.32%
CY 2024 10.22%
CY 2023 11.95%
CY 2022 5.04%
CY 2021 9.35%
CY 2020 16.66%
CY 2019 4.80%
CY 2018 3.72%
CY 2017 12.97%
CY 2016 0.16%

Financial Year Performance

Year Return
FY 26_YTD 6.91%
FY 25 10.28%
FY 24 13.42%
FY 23 5.63%
FY 22 8.21%
FY 21 28.35%
FY 20 -4.55%
FY 19 3.45%
FY 18 10.91%
FY 17 2.63%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Abhishek Chauhan

Fund Manager

Abhishek Chauhan possesses over 17 years of extensive experience in the Indian equity market. His expertise includes assessing the long-term business outlook for companies operating within India and the broader Asia-Pacific region. He brings a diverse background encompassing entrepreneurship, consulting, and finance, with experience gained in both India and Singapore. Mr. Chauhan is an alumnus of Tuck Business School at Dartmouth, Indian Institute of Management Ahmedabad, and Indian Institute of Technology Kanpur.

Portfolio Details

Portfolio Composition

Large Cap
22.02%
Mid Cap
3.16%
Small Cap
24.68%
Cash & Equivalent
4.05%

Top 5 Holdings

  • ITC Ltd 5.58%
  • Asian Paints Ltd. 5.25%
  • Swaraj Engines Ltd. 4.55%
  • HDFC Bank Ltd. 4.07%
  • Cash & Cash Equivalents 4.05%

Top 5 Sectors

  • Fast Moving Consumer Goods 9.06%
  • Consumer Durables 8.46%
  • Services 7.59%
  • Healthcare 7.46%
  • Information Technology 7.14%

Portfolio Characteristics

total number of stocks
32
top 5 stocks percent
23.50%
top 5 sectors percent
39.71%
average market cap
N/A
portfolio age
9 Yrs, 0 Months
sip
Not Available
stp
Not Available

Fee Structure

Variable Fee

AMC: 1%

Hurdle: 10%

Profit Sharing: %

Exit Load

Year 1: 2%

Year 2: 2%

Year 3: 0%

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Disclaimer

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)