MAS Prime
Investment Strategy
Investment Approach
Create a diversified portfolio of reasonably valued high-quality stocks with tailwinds, supported by a clear exit strategy. The investment approach includes staying in cash when market conditions dictate and hedging stock portfolio against sharp declines and hedge the cash position against sharp rallies. Especially suitable for businesses, successful senior employees, or self-employed professionals such as doctors or lawyers.
Investment Objective
Aims at generating superior return with low portfolio volatility and low downside risk.
Performance Returns
Returns as on 2025-12-31
Trailing Returns
| Period | Strategy | Benchmark | Outperformance |
|---|---|---|---|
| 1 MONTH | -0.02% | -0.28% | 0.26% |
| 3 MONTHS | -2.81% | 6.33% | -9.14% |
| 6 MONTHS | -5.94% | 2.92% | -8.86% |
| 1 YEAR | -5.00% | 11.88% | -16.88% |
| 2 YEAR | 11.95% | 10.97% | 0.98% |
| 3 YEAR | 18.96% | 14.32% | 4.64% |
| 5 YEAR | 14.34% | 14.68% | -0.34% |
| SINCE INCEPTION | 15.59% | 14.88% | 0.71% |
Calendar Year Performance
| Year | Return |
|---|---|
| CY 2025 | -5.00% |
| CY 2024 | 31.94% |
| CY 2023 | 34.31% |
Financial Year Performance
| Year | Return |
|---|---|
| FY 26_YTD | 6.13% |
| FY 23_YTD | -4.17% |
| FY 25 | 11.91% |
| FY 24 | 53.65% |
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
- Undisclosed N/A
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Portfolio Characteristics
Fee Structure
Variable Fee
AMC: 1%
Hurdle: 10%
Profit Sharing: 20%
Exit Load
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)