-pvt-ltd.jpg)
“Focused Leadership Portfolio” scheme will seek to achieve superior long term returns through focused participation in equity markets. The portfolio will have concentrated exposure to established and emerging leaders and would revolve around basic theme of buying enduring and strong businesses at fair valuations.
“Focused Leadership Portfolio” scheme will seek to achieve superior long term returns through focused participation in equity markets. The portfolio will have concentrated exposure to established and emerging leaders and would revolve around basic theme of buying enduring and strong businesses at fair valuations.
Returns as on 2025-12-31
| Period | Strategy | Benchmark | Outperformance |
|---|---|---|---|
| 1 MONTH | -1.10% | -0.28% | -0.82% |
| 3 MONTHS | 1.37% | 6.33% | -4.96% |
| 6 MONTHS | 3.98% | 2.92% | 1.06% |
| 1 YEAR | 13.05% | 11.88% | 1.17% |
| 2 YEAR | 11.63% | 10.97% | 0.66% |
| 3 YEAR | 12.69% | 14.31% | -1.62% |
| 5 YEAR | 14.60% | 14.67% | -0.07% |
| SINCE INCEPTION | 13.45% | 13.22% | 0.23% |
| Year | Return |
|---|---|
| CY 2025 | 13.05% |
| CY 2024 | 10.25% |
| CY 2023 | 14.85% |
| CY 2022 | 0.72% |
| CY 2021 | 40.20% |
| CY 2020 | 11.96% |
| CY 2019 | 5.96% |
| CY 2018 | -6.43% |
| CY 2017 | 38.17% |
| CY 2016 | 13.93% |
| CY 2015 | 6.47% |
| Year | Return |
|---|---|
| FY 26_YTD | 17.97% |
| FY 25 | 4.32% |
| FY 24 | 27.23% |
| FY 23 | -7.16% |
| FY 22 | 18.30% |
| FY 21 | 87.02% |
| FY 20 | -27.99% |
| FY 19 | 0.04% |
| FY 18 | 14.03% |
| FY 17 | 36.63% |
| FY 16 | 1.10% |
Past performance is not indicative of future results. Returns are subject to market risks.
Fund Manager, PMS
Part of team since June 2001 Working with Wealth Managers since December 2003 Articles with Kirtane & Pandit Chartered Accountants, Pune, M.Com (Pune University) Associate Chartered Accountant CFPCM (Certified Financial Planner)
AMC: 2%
AMC: 1.25%
Hurdle: 10%
Profit Sharing: 20%
Year 1: 0%
Year 2: 0%
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.
Affluense AI – Smarter Insights. Stronger Relationships with Affluents.
Last Updated: January 2026 · Published by Affluense AI (affluense.ai)
