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Leveraging a robust multi-factor model, we systematically analyze over a million data points across the Large & MidCap 250 universe to identify portfolio candidates that exhibit strong momentum and lower risk characteristics.
Our objective is to compound wealth over a long term by following principles of Factor investing which relies on host of data points and processing the same to identify underlying trends and hidden gems. With an in-house algorithm to identify stocks and a robust risk management mechanism, our aim is to generate higher risk-adjusted return
Returns as on 2025-12-31
| Period | Strategy | Benchmark | Outperformance |
|---|---|---|---|
| 1 MONTH | -0.13% | -0.24% | 0.11% |
| 3 MONTHS | 0.18% | 5.02% | -4.84% |
| 6 MONTHS | -9.00% | 1.63% | -10.63% |
| 1 YEAR | -1.93% | 7.63% | -9.56% |
| 2 YEAR | 13.59% | 11.65% | 1.94% |
| 3 YEAR | 22.69% | 16.41% | 6.28% |
| 5 YEAR | 17.28% | 16.82% | 0.46% |
| SINCE INCEPTION | 15.39% | 17.02% | -1.63% |
| Year | Return |
|---|---|
| CY 2025 | -1.93% |
| CY 2024 | 32.00% |
| CY 2023 | 43.46% |
| CY 2022 | -4.22% |
| CY 2021 | 27.00% |
| CY 2020 | 6.72% |
| Year | Return |
|---|---|
| FY 26_YTD | 3.87% |
| FY 25 | 10.10% |
| FY 24 | 74.53% |
| FY 23 | -13.56% |
| FY 22 | 24.09% |
| FY 21 | 48.37% |
| FY 20 | -23.54% |
Past performance is not indicative of future results. Returns are subject to market risks.
Fund Manager
Ankit Doshi - Seasoned professional with more than a decade of experience in finance and technology with key focus on quantitative research and factor-based investing. A specialist in alpha-driven strategies, with a deep understanding of big data analytics and algorithmic trading
AMC: 2.5%
AMC: 1%
Hurdle: 10%
Profit Sharing: 15%
Year 1: 0%
Year 2: 0%
Year 3: 0%
* Returns are as on31st December 2025 , * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1
This profile is provided for general informational purposes only and is based on publicly available information. While reasonable care is taken, the content may not always reflect the latest 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.
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Last Updated: January 2026 · Published by Affluense AI (affluense.ai)
