India Pioneers Equity Portfolio
Investment Strategy
Investment Approach
We construct a long-only equity portfolio comprising 30 to 50 high-quality businesses, identified through a rigorous bottom-up stock selection process, focusing on companies trading at attractive valuations.
Investment Objective
The investment objective is to achieve consistent long-term capital growth by generating superior performance.
Performance Returns
Returns as on 2025-12-31
Trailing Returns
| Period | Strategy | Benchmark | Outperformance |
|---|---|---|---|
| 1 MONTH | -1.58% | -0.24% | -1.34% |
| 3 MONTHS | 3.05% | 5.02% | -1.97% |
| 6 MONTHS | -1.78% | 1.63% | -3.41% |
| 1 YEAR | 3.19% | 7.63% | -4.44% |
| 2 YEAR | 10.23% | 11.64% | -1.41% |
| 3 YEAR | 14.01% | 16.40% | -2.39% |
| 5 YEAR | 13.23% | 16.82% | -3.59% |
| SINCE INCEPTION | 16.17% | 15.26% | 0.91% |
Calendar Year Performance
| Year | Return |
|---|---|
| CY 2025 | 3.19% |
| CY 2024 | 17.77% |
| CY 2023 | 21.96% |
| CY 2022 | -2.19% |
| CY 2021 | 34.44% |
| CY 2020 | 34.92% |
| CY 2019 | 6.75% |
Financial Year Performance
| Year | Return |
|---|---|
| FY 26_YTD | 9.16% |
| FY 25 | 9.48% |
| FY 24 | 32.57% |
| FY 23 | -7.82% |
| FY 22 | 21.94% |
| FY 21 | 75.51% |
| FY 20 | -12.36% |
Past performance is not indicative of future results. Returns are subject to market risks.
Portfolio Details
Portfolio Composition
Top 5 Holdings
- HDFC BANK LTD 8.95%
- ICICI Bank Ltd 7.65%
- Bharti Airtel Ltd 4.77%
- State Bank of India Ltd 4.21%
- Bajaj Finserv Ltd 3.21%
Top 5 Sectors
- Financials 35.26%
- Consumer Discretionary 15.98%
- Health Care 11.98%
- Industrials 10.44%
- Comm Services 8.09%
Portfolio Characteristics
Fee Structure
Fixed Fee
AMC: 2.5%
Variable Fee
AMC: 1.5%
Hurdle: %
Profit Sharing: 20%
Exit Load
Year 1: 0%
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)