The investment objective is to achieve capital appreciation over a medium to long-term horizon. The portfolio allocation typically comprises 50% in mid-capitalization stocks, managed actively, with the remaining allocation diversified across various market capitalizations.
A meticulously crafted equity portfolio designed for sustained long-term capital growth. Our investment strategy focuses on identifying and allocating capital to mid and small-cap companies exhibiting robust competitive advantages, those undergoing unique transitionary phases, or companies poised for recovery during periods of economic cyclical downturn.
Returns as on 2025-12-31
| Period | Strategy | Benchmark | Outperformance |
|---|---|---|---|
| 1 MONTH | -1.32% | -0.24% | -1.08% |
| 3 MONTHS | 5.79% | 5.02% | 0.77% |
| 6 MONTHS | -1.09% | 1.63% | -2.72% |
| 1 YEAR | -9.82% | 7.63% | -17.45% |
| 2 YEAR | 8.57% | 11.63% | -3.06% |
| 3 YEAR | 18.93% | 16.39% | 2.54% |
| 5 YEAR | 22.83% | 16.81% | 6.02% |
| SINCE INCEPTION | 15.63% | 14.56% | 1.07% |
| Year | Return |
|---|---|
| CY 2025 | -9.82% |
| CY 2024 | 30.64% |
| CY 2023 | 38.31% |
| CY 2022 | 0.90% |
| CY 2021 | 78.70% |
| CY 2020 | 20.75% |
| CY 2019 | 3.39% |
| CY 2018 | -13.99% |
| CY 2017 | 38.94% |
| CY 2016 | -5.37% |
| CY 2015 | 10.79% |
| CY 2014 | 56.17% |
| CY 2013 | -0.47% |
| CY 2012 | -0.58% |
| Year | Return |
|---|---|
| FY 26_YTD | 11.09% |
| FY 25 | 12.10% |
| FY 24 | 43.81% |
| FY 23 | 1.22% |
| FY 22 | 32.31% |
| FY 21 | 99.60% |
| FY 20 | -24.75% |
| FY 19 | -6.11% |
| FY 18 | 16.63% |
| FY 17 | 17.85% |
| FY 16 | -2.26% |
| FY 15 | 53.25% |
| FY 14 | 20.26% |
| FY 13 | -12.61% |
Past performance is not indicative of future results. Returns are subject to market risks.
CFA – Co-Fund Manager
With over seven years of dedicated experience in investment management, specializing in equity and investment research, I hold a B.Tech from BVP, Pune, and an MBA from the Delhi School of Economics. I am also a charter holder from the CFA Institute, USA.
Co-Fund Manager
Senior Investment Analyst with over five years of dedicated experience in equity research. Possesses a Bachelor of Technology degree from IIT and a Master of Business Administration from IIM.
AMC: 2.5%
AMC: 1.25%
Hurdle: 10%
Profit Sharing: 15%
Year 1: 2%
Year 2: 1%
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)
