MULTI ASSET

Tradeswift Broking Private Limited
PMS Multi Asset
Benchmark
NSE Multi Asset Index 2
Inception Date
6 March 2024
Min. Investment
₹50,00,000
AUM (Cr.)
₹54.59
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

Investment portfolios will be meticulously designed to ensure broad diversification across various asset classes, including equity market capitalizations, industry sectors, and distinct investment strategies. The selection process will also encompass other permissible instruments such as debt instruments, bonds, exchange-traded funds (ETFs), Infrastructure Investment Trusts (InvITs), and Real Estate Investment Trusts (REITs). The overarching objective is to identify leading businesses managed by capable leadership teams, acquired at prudent valuations.

Investment Objective

This investment strategy aims to generate enhanced returns relative to the associated risk by deploying capital into a well-diversified collection of publicly traded equities and other financial instruments. The portfolio will encompass companies across the spectrum of market capitalizations, including large, mid, and small-cap entities, and will span various industry sectors. The investment horizon is targeted at the medium to long term.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -0.94% -0.04% -0.90%
3 MONTHS -2.21% 3.31% -5.52%
6 MONTHS -5.61% 3.28% -8.89%
1 YEAR -7.35% 9.52% -16.87%
SINCE INCEPTION 11.68% 9.95% 1.73%

Calendar Year Performance

Year Return
CY 2025 -7.35%

Financial Year Performance

Year Return
FY 26_YTD 11.80%
FY 25 9.18%

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

Fund Managers

Manish Agarwal

Principal Officer & Fund Manager

Manish Agarwal holds the position of Principal Officer and leads the Fund Management for the Portfolio Management Services (PMS) division at Tradeswift Group, Jaipur. In this capacity, he is entrusted with the comprehensive oversight of all divisional activities. Possessing more than five years of professional experience as an Equity Research Analyst within the financial services sector, Mr. Agarwal has consistently demonstrated a robust capability for conducting detailed analyses of both companies and industries. This has consistently resulted in the generation of superior quality research documentation. His proficiency encompasses financial modeling, valuation techniques, and data analytics, all of which are complemented by his adeptness in effective communication and presentation. Fuelled by a dedicated interest in equity research, Mr. Agarwal is steadfast in his pursuit of ongoing skill development and knowledge acquisition. He espouses the principle of continuous learning and actively pursues avenues for professional advancement. He has successfully established and nurtured strong professional connections with corporate management teams and subject matter experts, which has been instrumental in the creation of numerous perceptive research reports. These competencies and his experience equip him effectively to contribute significantly to his present organization. As a professional characterized by high motivation and a focus on achieving objectives, Mr. Agarwal excels within collaborative settings and maintains a consistent objective to surpass established benchmarks.

Portfolio Details

Portfolio Composition

Large Cap
1.13%
Mid Cap
5.31%
Small Cap
66.63%
Cash & Equivalent
7.32%

Top 5 Holdings

  • Cash & Cash Equivalents 7.32%
  • Welspun Enterprises Limited 3.48%
  • Sharda Motor Industries Ltd 3.43%
  • Central Depository Services (India) Ltd. 3.34%
  • EIH Ltd 3.18%

Top 5 Sectors

  • Capital Goods 17.98%
  • Financial Services 10.59%
  • Healthcare 7.97%
  • Construction 7.21%
  • Chemicals 6.17%

Portfolio Characteristics

total number of stocks
N/A
top 5 stocks percent
20.75%
top 5 sectors percent
49.92%
average market cap
18189.05
portfolio age
1 Yrs, 9 Months
sip
Not Available
stp
Not Available

Fee Structure

Fixed Fee

AMC: 2.5%

Variable Fee

AMC: 1.75%

Hurdle: 10%

Profit Sharing: No Option

Exit Load

Year 1: 2%

Year 2: 1.5%

Year 3: 1%

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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)