Proud PMS

Ladderup Wealth Management Pvt Ltd
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
12 May 2023
Min. Investment
₹50,00,000
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

Our investment strategy centers on identifying fundamentally strong enterprises that occupy leadership positions within their respective sectors and demonstrate consistent potential for long-term expansion. This rigorous selection process is designed to achieve enduring capital growth through the generation of superior investment returns.

Investment Objective

We identify enterprises demonstrating sustained long-term growth potential, characterized by their unwavering commitment to operational excellence across all business functions and their continuous expansion through increased market penetration and market share augmentation.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -2.16% -0.24% -1.92%
3 MONTHS 2.79% 5.02% -2.23%
6 MONTHS 2.47% 1.63% 0.84%
1 YEAR 1.85% 7.63% -5.78%
2 YEAR 9.34% 11.64% -2.30%
SINCE INCEPTION 13.81% 18.65% -4.84%

Calendar Year Performance

Year Return
CY 2025 1.85%
CY 2024 17.39%

Financial Year Performance

Year Return
FY 26_YTD 13.88%
FY 24_YTD 14.04%
FY 25 4.42%

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

Fund Managers

Raghvendra Nath

Fund Manager

Mr. Raghvendra Nath brings over thirty years of extensive experience in capital markets and investment management. His expertise in identifying market trends and assessing corporate performance has enabled him to hold leadership positions at prominent industry entities. He previously served at Birla Sun Life Mutual Fund, a leading mutual fund house in India. During his tenure, he was instrumental in developing asset allocation strategies for diverse mutual fund schemes. His responsibilities included monitoring macroeconomic indicators both domestically and internationally to discern significant trends and evaluate their influence on fund returns and broader business outcomes. His proficiency in devising bespoke strategies tailored to investor requirements played a key role in the success of the organizations he was part of. Before this, he held the position of Business Head at Aditya Birla Money. Academically qualified with a CFA, MBA, and an Engineering degree, he contributes significant thought leadership to the organization. Mr. Nath commands a strong reputation within the Indian market and is a recognized presence in Indian business media.

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
N/A
top 5 stocks percent
N/A
top 5 sectors percent
N/A
average market cap
322617
portfolio age
2 Yrs, 7 Months
sip
Not Available
stp
Not Available

Fee Structure

Fixed Fee

AMC: 2%

Variable Fee

AMC: 1%

Hurdle: 8%

Profit Sharing: 15%

Exit Load

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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)