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Aries PMS

Scient Capital Pvt Ltd
PMS Debt
Benchmark
Crisil Credit Index
Inception Date
31 August 2016
Min. Investment
₹50,00,000
SIP Available
Yes
STP Available
Yes

Investment Strategy

Investment Approach

Aries is a portfolio management service (PMS) strategy focused on fixed income instruments. Its objective is to achieve superior risk-adjusted returns by investing in Indian debt securities. The strategy targets securities with credit ratings within the intermediate yield spectrum, specifically between AA and BBB. A buy-and-hold methodology is employed, with an investment horizon of two to three years.

Investment Objective

Aries is a portfolio management service (PMS) strategy focused on debt instruments. Its primary objective is to generate superior risk-adjusted returns through investments in Indian debt securities. The strategy concentrates on the intermediate yield segment, typically investing in securities rated between AA and BBB, employing a buy-and-hold methodology with an investment horizon of two to three years.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH 0.10% 0.68% -0.58%
3 MONTHS 2.60% 2.54% 0.06%
6 MONTHS 6.23% 4.83% 1.40%
1 YEAR -0.07% 10.81% -10.88%
2 YEAR 3.96% 10.49% -6.53%
3 YEAR 2.24% 10.19% -7.95%
5 YEAR 3.83% 8.32% -4.49%
SINCE INCEPTION 5.98% 0.00% 5.98%

Calendar Year Performance

Year Return
CY 2025 -0.07%
CY 2024 8.05%
CY 2023 1.66%
CY 2022 11.29%
CY 2021 11.40%
CY 2020 11.31%
CY 2019 11.04%
CY 2018 11.44%
CY 2017 11.98%
CY 2016 5.21%

Financial Year Performance

Year Return
FY 26_YTD 0.77%
FY 25 8.76%
FY 24 -3.10%
FY 23 10.58%
FY 22 11.12%
FY 21 11.12%
FY 20 11.19%
FY 19 11.58%
FY 18 11.58%
FY 17 8.20%

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

Fund Managers

Ramesh Rachuri

CIO & Business Head

Ramesh Rachuri possesses over 14 years of diverse market experience spanning foreign exchange, equity derivatives, and quantitative strategies, in addition to a comprehensive understanding of the entire spectrum of debt markets, from government securities to credit and structured products. Following his PGDM from IIM Indore, his career trajectory includes roles at Securities Trading Corporation of India Ltd, Reliance Mutual Fund, Reliance PMS, and BOI AXA Mutual Fund. He has a proven track record of successfully establishing and expanding new business segments into robust and profitable operations. A key aspect of his expertise lies in integrating quantitative methodologies into fund management and strategy development to capitalize on market size and dynamic trading environments.

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
0
top 5 stocks percent
N/A
top 5 sectors percent
N/A
average market cap
N/A
portfolio age
9 Yrs, 4 Months
sip
Available
stp
Available

Fee Structure

Fixed Fee

AMC: 1%

Variable Fee

AMC: No Option

Hurdle: 6.00%

Profit Sharing: 20% Profit sharing above 6% hurdle

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)