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This investment strategy aims to generate enhanced long-term capital appreciation by concentrating equity investments in select companies. The portfolio will feature significant holdings in both established and nascent market leaders, adhering to a core principle of acquiring robust, sustainable businesses at reasonable market prices.
The "Focused Leadership Portfolio" is designed to generate enhanced long-term investment returns by strategically allocating capital to the equity markets. This portfolio will maintain a concentrated exposure to both well-established and rapidly growing market leaders. The core investment philosophy centers on acquiring robust, enduring businesses at reasonable valuations.
Returns as on 2025-12-31
| Period | Strategy | Benchmark | Outperformance |
|---|---|---|---|
| 1 MONTH | -1.10% | -0.28% | -0.82% |
| 3 MONTHS | 1.37% | 6.33% | -4.96% |
| 6 MONTHS | 3.98% | 2.92% | 1.06% |
| 1 YEAR | 13.05% | 11.88% | 1.17% |
| 2 YEAR | 11.63% | 10.97% | 0.66% |
| 3 YEAR | 12.69% | 14.31% | -1.62% |
| 5 YEAR | 14.60% | 14.67% | -0.07% |
| SINCE INCEPTION | 13.45% | 13.22% | 0.23% |
| Year | Return |
|---|---|
| CY 2025 | 13.05% |
| CY 2024 | 10.25% |
| CY 2023 | 14.85% |
| CY 2022 | 0.72% |
| CY 2021 | 40.20% |
| CY 2020 | 11.96% |
| CY 2019 | 5.96% |
| CY 2018 | -6.43% |
| CY 2017 | 38.17% |
| CY 2016 | 13.93% |
| CY 2015 | 6.47% |
| Year | Return |
|---|---|
| FY 26_YTD | 17.97% |
| FY 25 | 4.32% |
| FY 24 | 27.23% |
| FY 23 | -7.16% |
| FY 22 | 18.30% |
| FY 21 | 87.02% |
| FY 20 | -27.99% |
| FY 19 | 0.04% |
| FY 18 | 14.03% |
| FY 17 | 36.63% |
| FY 16 | 1.10% |
Past performance is not indicative of future results. Returns are subject to market risks.
Fund Manager, PMS
Joined the organization in June 2001. Commenced engagement with Wealth Managers in December 2003. Previously associated with Kirtane & Pandit Chartered Accountants, Pune. Holds an M.Com degree from Pune University. Certified as an Associate Chartered Accountant and a Certified Financial Planner (CFPCM).
AMC: 2%
AMC: 1.25%
Hurdle: 10%
Profit Sharing: 20%
Year 1: 0%
Year 2: 0%
Year 3: 0%
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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)
