Chaitanya Shah
Fund Manager
BITS Pilani grad (2014) and former JP Morgan Investment Banker in Mumbai & New York. Served as a lead analyst on over $1B in M&A, buyouts, and IPO transactions, specializing in North American Real Estate
Keystone Fund
Amaltas Asset Management LLP
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
17 January 2025
Min. Investment
₹50,00,000
AUM (Cr.)
₹36.12
SIP Available
No
STP Available
No
Investment Strategy
Investment Approach
Amaltas Asset Management's disciplined value strategy combines deep research with economic analysis to find overlooked stocks. We target strong returns and price appreciation over 3–5 years, with a focus on active risk management.
Investment Objective
Amaltas Asset Management delivers superior long-term returns by building a concentrated portfolio of 10-15 high-quality businesses. Our disciplined strategy focuses on companies trading at a significant discount to their intrinsic value, with an emphasis on strong fundamentals, growth potential, and robust risk management
Performance Returns
Returns as on 2025-12-31
Trailing Returns
| Period | Strategy | Benchmark | Outperformance |
|---|---|---|---|
| 1 MONTH | -3.05% | -0.24% | -2.81% |
| 3 MONTHS | -0.20% | 5.02% | -5.22% |
| 6 MONTHS | -7.66% | 1.63% | -9.29% |
| SINCE INCEPTION | -2.83% | 10.95% | -13.78% |
Calendar Year Performance
| Year | Return |
|---|
Financial Year Performance
| Year | Return |
|---|
Past performance is not indicative of future results. Returns are subject to market risks.
Fund Managers
Portfolio Details
Portfolio Composition
Large Cap
0%
Mid Cap
0%
Small Cap
0%
Cash & Equivalent
0%
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
total number of stocks
N/A
top 5 stocks percent
N/A
top 5 sectors percent
N/A
average market cap
N/A
portfolio age
0 Yrs, 11 Months
sip
Not Available
stp
Not Available
Fee Structure
Variable Fee
AMC: 1.5%
Hurdle: 10%
Profit Sharing: 15%
Exit Load
Year 1: 3%
Year 2: 0%
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)