Affluense AI AFFLUENSE

Dynamic Research and Emerging Strategy

Hem Securities Ltd
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
4 March 2020
Min. Investment
₹50,00,000
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

The DREAM strategy is an actively managed portfolio comprising approximately 25 carefully selected, high-conviction equities. These holdings are diversified across multiple sectors, with no single sector permitted to exceed a 25% allocation within the overall portfolio.

Investment Objective

The investment strategy aims to facilitate client objective attainment through capital appreciation and/or income generation. This is achieved by deploying capital into a diversified portfolio comprising equities, equity-linked instruments, and other permissible securities.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -2.37% -0.25% -2.12%
3 MONTHS 0.15% 4.84% -4.69%
6 MONTHS -5.45% 1.08% -6.53%
1 YEAR -5.98% 6.41% -12.39%
2 YEAR 10.16% 10.39% -0.23%
3 YEAR 21.57% 15.02% 6.55%
5 YEAR 20.75% 15.40% 5.35%
SINCE INCEPTION 22.50% 17.28% 5.22%

Calendar Year Performance

Year Return
CY 2025 -5.98%
CY 2024 29.08%
CY 2023 48.06%
CY 2022 0.06%
CY 2021 42.68%
CY 2020 27.20%

Financial Year Performance

Year Return
FY 26_YTD 10.25%
FY 25 12.09%
FY 24 52.56%
FY 23 -3.61%
FY 22 29.41%
FY 21 76.68%
FY 20 -20.76%

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

Fund Managers

Mohit Nigam

Head & Fund Manager

Mr. Mohit Nigam possesses extensive market expertise spanning Equities, Forex, and Fixed Income instruments. Prior to his role as Head of Portfolio Management Services (PMS) at Hem Securities Ltd., he was instrumental in managing the Statutory Liquidity Ratio (SLR) portfolio at Axis Bank's Treasury division. His contributions also extended to developing and implementing hedging strategies for the bank. Preceding his tenure at Axis Bank, Mr. Nigam provided advisory services to mid and large corporate clients within the Forex Trading India Group's Treasury operations. Academically, he is a Chartered Accountant, securing All India Ranks of 42, and a Company Secretary, achieving an All India Rank of 23. He further holds a management degree from the Indian Institute of Foreign Trade, Delhi.

Portfolio Details

Portfolio Composition

Large Cap
0%
Mid Cap
0%
Small Cap
0%
Cash & Equivalent
0%

Top 5 Holdings

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Top 5 Sectors

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Portfolio Characteristics

total number of stocks
34
top 5 stocks percent
N/A
top 5 sectors percent
N/A
average market cap
N/A
portfolio age
5 Yrs, 9 Months
sip
Not Available
stp
Not Available

Fee Structure

Fixed Fee

AMC: 2.5%

Variable Fee

AMC: 1.5%

Hurdle: 10%

Profit Sharing: 20%

Exit Load

Year 1: 1%

Year 2: 0%

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)