The stock selection would focus on companies having excellent business formation; track record and sound dividend payout. We will pursue a bottoms-up investment approach seeking to identify promising investment ideas. The approach would help us invest in stocks of different market capitalizations, segments and get the benefits of risk diversification.
The investment objective would be to generate long-term capital growth from an actively managed portfolio of equity and equity related instrument for resident and non-resident clients
Returns as on 2025-12-31
| Period | Strategy | Benchmark | Outperformance |
|---|---|---|---|
| 1 MONTH | -4.88% | -0.24% | -4.64% |
| 3 MONTHS | -4.81% | 5.02% | -9.83% |
| 6 MONTHS | -8.86% | 1.63% | -10.49% |
| 1 YEAR | -9.42% | 7.63% | -17.05% |
| 2 YEAR | 1.13% | 11.63% | -10.50% |
| 3 YEAR | 8.47% | 16.39% | -7.92% |
| 5 YEAR | 11.49% | 16.81% | -5.32% |
| SINCE INCEPTION | 5.15% | 12.89% | -7.74% |
| Year | Return |
|---|---|
| CY 2009 | 80.42% |
| CY 2025 | -9.42% |
| CY 2024 | 12.24% |
| CY 2023 | 24.32% |
| CY 2022 | -0.19% |
| CY 2021 | 34.02% |
| CY 2020 | 15.68% |
| CY 2019 | 6.70% |
| CY 2018 | -6.65% |
| CY 2017 | 37.30% |
| CY 2016 | 6.04% |
| CY 2015 | -0.77% |
| CY 2014 | 42.34% |
| CY 2013 | -9.48% |
| CY 2012 | 28.66% |
| CY 2011 | -38.04% |
| CY 2010 | 4.07% |
| Year | Return |
|---|---|
| FY 26_YTD | -0.51% |
| FY 09 | 7.70% |
| FY 25 | -3.86% |
| FY 24 | 39.06% |
| FY 23 | -2.27% |
| FY 22 | 23.38% |
| FY 21 | 74.79% |
| FY 20 | -26.13% |
| FY 19 | 0.56% |
| FY 18 | 13.86% |
| FY 17 | 28.96% |
| FY 16 | -8.91% |
| FY 15 | 36.82% |
| FY 14 | 21.64% |
| FY 13 | -20.89% |
| FY 12 | -12.28% |
| FY 11 | -5.89% |
| FY 10 | 67.65% |
Past performance is not indicative of future results. Returns are subject to market risks.
Fund Manager, PMS
With an experience of over 20 years in the capital markets, Ms. Vaishali has been leading our PMS division. A CA background to her qualification and an extensive research expertise, she, along with her team, has been successfully managing Portfolios for our premium clientele. Her strong interpersonal skills and zeal for managing wealth for clients has led exemplary growth of the PMS business within a short span of time
AMC: 2%
AMC: No Option
Hurdle: No Option
Profit Sharing: No Option
Year 1: 3%
Year 2: 2%
Year 3: 1%
* 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)
