Core Portfolio consists of around 20 stocks that exhibit strong momentum ranks. Market technical picture is overlaid on this. Entry and Exit is driven by a proprietary process
Capture the relative momentum factor prevalent in the market
Returns as on 2025-12-31
| Period | Strategy | Benchmark | Outperformance |
|---|---|---|---|
| 1 MONTH | -1.55% | -0.28% | -1.27% |
| 3 MONTHS | 3.19% | 6.33% | -3.14% |
| 6 MONTHS | -1.91% | 2.92% | -4.83% |
| 1 YEAR | -0.39% | 11.88% | -12.27% |
| 2 YEAR | 5.20% | 10.97% | -5.77% |
| 3 YEAR | 15.44% | 14.32% | 1.12% |
| 5 YEAR | 14.37% | 14.68% | -0.31% |
| SINCE INCEPTION | 12.41% | 12.91% | -0.50% |
| Year | Return |
|---|---|
| CY 2025 | -0.39% |
| CY 2024 | 11.16% |
| CY 2023 | 39.11% |
| CY 2022 | 0.30% |
| CY 2021 | 26.43% |
| CY 2020 | 25.80% |
| CY 2019 | -0.77% |
| CY 2018 | -3.83% |
| Year | Return |
|---|---|
| FY 26_YTD | 7.55% |
| FY 23_YTD | 2.99% |
| FY 25 | -6.75% |
| FY 24 | 59.87% |
| FY 22 | 8.70% |
| FY 21 | 66.06% |
| FY 20 | -28.89% |
| FY 19 | 11.15% |
Past performance is not indicative of future results. Returns are subject to market risks.
Co-CIO and Fund Manager
Arjun is a seasoned finance and markets professional with over 14 years of experience across equity, FX, global markets and treasury risk management. His area of focus is converting investment philosophies into testable, repetable processes and algorithms.
AMC: 2.5%
AMC: 1.2%
Hurdle: 10%
Profit Sharing: 15%
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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Last Updated: January 2026 · Published by Affluense AI (affluense.ai)
