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Dynamic Investment Portfolio
Investment Strategy
Investment Approach
Active Management .Concentrated portfolio of not more than 20 stocks . Bottom up stock picking . Moderate to high equity risk profile. Mid-Cap Oriented Strategy
Investment Objective
Dynamic Investment Portfolio follows Bottoms up strategy with a bias towards investing in mid sized businesses with a long term value investing approach focussing towards generating absolute returns over 3-5 years
Performance Returns
Returns as on 2025-12-31
Trailing Returns
| Period | Strategy | Benchmark | Outperformance |
|---|---|---|---|
| 1 MONTH | -0.63% | -0.25% | -0.38% |
| 3 MONTHS | 6.09% | 4.84% | 1.25% |
| 6 MONTHS | -0.88% | 1.08% | -1.96% |
| 1 YEAR | 1.96% | 6.41% | -4.45% |
| 2 YEAR | 18.05% | 10.39% | 7.66% |
| 3 YEAR | 23.64% | 15.01% | 8.63% |
| 5 YEAR | 22.71% | 15.39% | 7.32% |
Calendar Year Performance
| Year | Return |
|---|---|
| CY 2025 | 1.96% |
| CY 2024 | 37.89% |
| CY 2023 | 35.95% |
| CY 2022 | 8.09% |
Financial Year Performance
| Year | Return |
|---|---|
| FY 26_YTD | 16.44% |
| FY 25 | 10.45% |
| FY 24 | 52.49% |
| FY 23 | -1.96% |
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
- Financial 36.42%
- Healthcare & Pharma 13.68%
- Mining & Metals 10.80%
- Media & Telecom 7.35%
- Engineering & Cap Goods 7.30%
Portfolio Characteristics
Fee Structure
Fixed Fee
AMC: 2%
Variable Fee
AMC:
Hurdle:
Profit Sharing:
Exit Load
Year 1: 2%
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)