Investing in companies demonstrating sustainable growth in top and bottom lines, strong balance sheet, low debt & a durable moat (sustainable competitive advantage) around the business. A blend of value investing and growth at reasonable price phillosphy.
Wealth creation for the investor by delivering superior risk-adjusted returns.
Returns as on 2025-12-31
| Period | Strategy | Benchmark | Outperformance |
|---|---|---|---|
| 1 MONTH | -2.38% | -0.24% | -2.14% |
| 3 MONTHS | -2.35% | 5.02% | -7.37% |
| 6 MONTHS | -8.43% | 1.63% | -10.06% |
| 1 YEAR | -12.25% | 7.63% | -19.88% |
| 2 YEAR | 4.07% | 11.64% | -7.57% |
| 3 YEAR | 14.85% | 16.40% | -1.55% |
| 5 YEAR | 17.26% | 16.82% | 0.44% |
| SINCE INCEPTION | 17.38% | 17.29% | 0.09% |
| Year | Return |
|---|---|
| CY 2025 | -12.25% |
| CY 2024 | 23.35% |
| CY 2023 | 43.79% |
| CY 2022 | -6.20% |
| CY 2021 | 56.18% |
| CY 2020 | 0.76% |
| Year | Return |
|---|---|
| FY 26_YTD | 10.60% |
| FY 23_YTD | -10.99% |
| FY 25 | -3.81% |
| FY 24 | 61.30% |
| FY 22 | 28.30% |
| FY 21 | 19.93% |
Past performance is not indicative of future results. Returns are subject to market risks.
Fund Manager, PMS
Vasudev is a SEBI Registered Portfolio Manager and the Chief Investment Officer of Prosperity Wealth Management. He holds a masters degree in Innovation & Entrepreneurship from the Imperial College London. He specializes in evaluating equity investments given his 7+ years of expertise in this domain. He is assisted by a team of CAs & CFAs who have previously worked with several successful investment oriented organizations.
AMC: 1.5%
AMC: No Option
Hurdle: 10.00%
Profit Sharing: 10% above hurdle rate of 10%
Year 1: 2%
Year 2: 1%
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)
