Classic Compounders Equity Strategy
Investment Strategy
Investment Approach
The approach aims to adopt a strategy of stringent stock selection process and a disciplined bottom-up investing approach with a medium to long-term focus.
Investment Objective
The investment objective of this approach would be to attempt to generate absolute alpha and superior risk adjusted returns for clients by investing in an alpha focused, benchmark agnostic Multicap portfolio, in a diversified manner.
Performance Returns
Returns as on 2025-12-31
Trailing Returns
| Period | Strategy | Benchmark | Outperformance |
|---|---|---|---|
| 1 MONTH | -3.20% | -0.24% | -2.96% |
| 3 MONTHS | -1.82% | 5.02% | -6.84% |
| 6 MONTHS | -0.51% | 1.63% | -2.14% |
| 1 YEAR | -3.29% | 7.63% | -10.92% |
| 2 YEAR | 11.46% | 11.64% | -0.18% |
| SINCE INCEPTION | 15.50% | 16.30% | -0.80% |
Calendar Year Performance
| Year | Return |
|---|---|
| CY 2025 | -3.29% |
| CY 2024 | 28.37% |
Financial Year Performance
| Year | Return |
|---|---|
| FY 26_YTD | 13.37% |
| FY 25 | 7.12% |
Past performance is not indicative of future results. Returns are subject to market risks.
Portfolio Details
Portfolio Composition
Top 5 Holdings
- Undisclosed N/A
- Undisclosed N/A
- Undisclosed N/A
- Undisclosed N/A
- Undisclosed N/A
Top 5 Sectors
- Undisclosed N/A
- Undisclosed N/A
- Undisclosed N/A
- Undisclosed N/A
- Undisclosed N/A
Portfolio Characteristics
Fee Structure
Fixed Fee
AMC: 2.5%
Variable Fee
AMC: 1%
Hurdle: 10%
Profit Sharing: 15%
Exit Load
Year 1: 3%
Year 2: 2%
Year 3: 1%
Disclaimer
* 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)