1) Long Term Investing buy to hold 2) Conviction & patience 3) Compounding is the name of the game 4) Focused portfolio 5)Do your own homework 6) Avoid mistakes
It is a multi-cap portfolio that aims to identify companies with the potential to build wealth over an investment horizon of 3-5+ years
Returns as on 2025-12-31
| Period | Strategy | Benchmark | Outperformance |
|---|---|---|---|
| 1 MONTH | -0.27% | -0.24% | -0.03% |
| 3 MONTHS | 7.01% | 5.02% | 1.99% |
| 6 MONTHS | 7.36% | 1.63% | 5.73% |
| 1 YEAR | 10.44% | 7.63% | 2.81% |
| 2 YEAR | 18.07% | 11.65% | 6.42% |
| 3 YEAR | 21.59% | 16.41% | 5.18% |
| 5 YEAR | 20.34% | 16.82% | 3.52% |
| SINCE INCEPTION | 16.99% | 15.44% | 1.55% |
| Year | Return |
|---|---|
| CY 2025 | 10.44% |
| CY 2024 | 26.20% |
| CY 2023 | 29.40% |
| CY 2022 | 9.18% |
| CY 2021 | 28.52% |
| CY 2020 | 13.19% |
| CY 2019 | 0.90% |
| CY 2018 | -5.58% |
| CY 2017 | 31.89% |
| CY 2016 | 8.21% |
| CY 2015 | 4.29% |
| CY 2014 | 58.52% |
| CY 2013 | 13.04% |
| Year | Return |
|---|---|
| FY 26_YTD | 19.43% |
| FY 25 | 11.40% |
| FY 24 | 37.50% |
| FY 23 | 7.87% |
| FY 22 | 20.63% |
| FY 21 | 70.72% |
| FY 20 | -31.85% |
| FY 19 | 1.64% |
| FY 18 | 11.56% |
| FY 17 | 27.26% |
| FY 16 | -2.92% |
| FY 15 | 51.22% |
| FY 14 | 21.15% |
| FY 13 | 13.04% |
Past performance is not indicative of future results. Returns are subject to market risks.
Executive Director , Fund Manager
Sachin is a seasoned fund manager with over two decades of experience in the india equity markets. By Viture of his extensive reseach , sachin realised early on the need for a framework in which companies with evasively tricky standing needed to be filtered out very objectively, leading to the development of E Qual Risk, EMILls proprietary module which helps to evaluate and compare listed companies on various aspects of governance.
HOR , Fund Manager
Kashyap Javeri is a Fund Manager with more than a decade of experience in company and sector research. He brings exceptional insights into stocks and economy. Prior to joining Emkay Investment Managers, he was a rated BFSI analyst in Emkay Institutional Equities for eight years, and also worked with Sharekhan Ltd. as a midcap analyst. Kashyap brings with him immense in-depth knowledge not only in a variety of manufacturing and services sectors, but also in banking and economics.
AMC: 2.5%
AMC: No Option
Hurdle: No Option
Profit Sharing: No Option
* 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)
