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Fundamental Quant

Hanut Alternate Investments LLP
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
7 May 2019
Min. Investment
₹1,00,00,000
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

Use a propreitary Fundamental Quant model to identify portfolio of stocks to invest in. Purely systematic stock selection.

Investment Objective

To generate higher returns than the benchmark NSE500 Total Return over a cycle.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -0.60% -0.24% -0.36%
3 MONTHS 1.63% 5.02% -3.39%
6 MONTHS -1.66% 1.63% -3.29%
1 YEAR 7.77% 7.63% 0.14%
2 YEAR 15.50% 11.64% 3.86%
3 YEAR 21.08% 16.40% 4.68%
5 YEAR 18.51% 16.82% 1.69%
SINCE INCEPTION 18.57% 16.09% 2.48%

Calendar Year Performance

Year Return
CY 2025 7.77%
CY 2024 23.82%
CY 2023 33.04%
CY 2022 -8.36%
CY 2021 43.66%
CY 2020 29.01%
CY 2019 3.07%

Financial Year Performance

Year Return
FY 26_YTD 9.00%
FY 25 15.08%
FY 24 53.03%
FY 23 -12.58%
FY 22 22.37%
FY 21 109.30%
FY 20 -27.29%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Arjun Singh

Founding Partner, Fund Manager PMS

Arjun is a founding partner of Hanut Alternate Investments LLP and manages the Hanut Fundamental Quant (HFQ) fund. He started looking at markets in a professional manner in 2007 and has seen multiple moods of the markets in the last 14 years. Over the years he has explored many different styles of investing including being purely fundamental to being a momentum investor. Refining his investment strategy, he realised he was most comfortable with methods that negate personal bias and outlook from investment decisions. The current strategy followed by HFQ is a distillation of his research work over the years and provides a purely systematic approach to building an equity portfolio.

Portfolio Details

Portfolio Composition

Large Cap
10.93%
Mid Cap
51.12%
Small Cap
36.28%
Cash & Equivalent
1.71%

Top 5 Holdings

  • Muthoot Finance Limited 5.52%
  • Netweb Technologies India Limited 5.34%
  • Multi Commodity Exchange of India Ltd 4.84%
  • National Aluminium Co. Ltd. 4.52%
  • AU Small Finance Bank Limited 4.23%

Top 5 Sectors

  • Financial Services 37.13%
  • Capital Goods 22.11%
  • Realty 11.50%
  • Fast Moving Consumer Goods 6.34%
  • Information Technology 5.48%

Portfolio Characteristics

total number of stocks
5
top 5 stocks percent
24.45%
top 5 sectors percent
82.56%
average market cap
N/A
portfolio age
6 Yrs, 7 Months
sip
Not Available
stp
Not Available

Fee Structure

Fixed Fee

AMC: 2%

Variable Fee

AMC: No Option

Hurdle: 8.00%

Profit Sharing: 20% Profit Sharing Over 8% Hurdle

Exit Load

Year 1: 2%

Year 2: 1%

Year 3: 0%

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)

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