This Discretionary Portfolio Management Service (PMS) adopts a multi-asset approach, with a significant weighting towards equity and equity-linked securities. The investment universe encompasses a diverse range of instruments, including mutual funds, Exchange Traded Funds (ETFs), listed equities, corporate bonds, Gold ETFs, Silver ETFs, Real Estate Investment Trusts (REITs), and Infrastructure Investment Trusts (InvITs). Furthermore, the strategy includes allocations to equity-linked mutual funds with exposure to both the United States and China markets.
This investment strategy aims to achieve a dual objective: to enhance capital value and simultaneously generate income streams, including but not limited to, interest and dividends, as relevant to the specific investments within the portfolio.
Returns as on 2025-12-31
| Period | Strategy | Benchmark | Outperformance |
|---|---|---|---|
| 1 MONTH | 4.80% | -0.21% | 5.01% |
| 3 MONTHS | 9.90% | 3.57% | 6.33% |
| 6 MONTHS | 17.11% | 2.05% | 15.06% |
| SINCE INCEPTION | 22.92% | 7.31% | 15.61% |
| Year | Return |
|---|
| Year | Return |
|---|
Past performance is not indicative of future results. Returns are subject to market risks.
Fund Manager
The individual formerly served as a Fund Manager at Kotak Investment Advisors Limited. During their tenure, they played a pivotal role in the conceptualization and operation of India's inaugural discretionary multi-asset fund, which successfully garnered Assets Under Management exceeding INR 3,500 Crores.
AMC: 1.25%
AMC: No Option
Hurdle: 50% Nifty 50 TRI
Profit Sharing: 15% of profits above 50% Nifty 50 TRI + 50% Nifty Arbitrage Index
Year 1: 1%
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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)
