Invest in good businesses with decent management at reasonable prices
To achieve long term growth by investing in companies and sectors that can reap the maximum benefits arising out of the India growth story driven by demographic dividend and increasing per capita income
Returns as on 2025-12-31
| Period | Strategy | Benchmark | Outperformance |
|---|---|---|---|
| 1 MONTH | -3.92% | -0.28% | -3.64% |
| 3 MONTHS | -4.87% | 6.33% | -11.20% |
| 6 MONTHS | -6.53% | 2.92% | -9.45% |
| 1 YEAR | -4.88% | 11.88% | -16.76% |
| 2 YEAR | 12.61% | 10.97% | 1.64% |
| 3 YEAR | 19.23% | 14.32% | 4.91% |
| 5 YEAR | 14.39% | 14.68% | -0.29% |
| SINCE INCEPTION | 13.33% | 11.91% | 1.42% |
| Year | Return |
|---|---|
| CY 2025 | -4.88% |
| CY 2024 | 33.23% |
| CY 2023 | 35.48% |
| CY 2022 | -7.92% |
| Year | Return |
|---|---|
| FY 26_YTD | 8.12% |
| FY 25 | 10.85% |
| FY 24 | 51.64% |
| FY 23 | -12.28% |
Past performance is not indicative of future results. Returns are subject to market risks.
Director & Senior Fund Manager
Dalal & Broacha's research department, comprising a team of six, was set up by this Chartered Accountant. He joined the firm over fifteen years ago after having spent a few years in corporate planning and financial management.He has an experience of more than 35 years in equities.
Fund Manager
An engineering and management graduate by qualification, Nawaz has been the Head of Research at IDBI MF before joining D&B in February 2019. He has an experience of more than 17 years in equities.
AMC: 2%
AMC: No Option
Hurdle: No Option
Profit Sharing: No Option
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.
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