Affluense AI AFFLUENSE

Picopower

Accuracap
PMS Small & Mid Cap
Benchmark
S&P BSE 500 TRI
Inception Date
10 October 2011
Min. Investment
₹50,00,000
AUM (Cr.)
₹433.84
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

The key strategy is to hold on to winning ideas and weed out losers at regular intervals based on the concept of spatial – temporal analysis (i.e. assessment of business relative to its rank within the sector, across sectors at the current point in time as well as over historical periods) with very limited scope left for manual intervention.

Investment Objective

GARP- Growth at Reasonable Price

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH 0.03% -0.24% 0.27%
3 MONTHS -0.18% 5.02% -5.20%
6 MONTHS -4.62% 1.63% -6.25%
1 YEAR -8.49% 7.63% -16.12%
2 YEAR 9.80% 11.63% -1.83%
3 YEAR 20.29% 16.39% 3.90%
5 YEAR 21.58% 16.81% 4.77%
SINCE INCEPTION 22.04% 14.85% 7.19%

Calendar Year Performance

Year Return
CY 2025 -8.49%
CY 2024 31.77%
CY 2023 44.41%
CY 2022 -10.01%
CY 2021 69.61%
CY 2020 54.44%
CY 2019 -6.03%
CY 2018 -26.38%
CY 2017 65.92%
CY 2016 2.77%
CY 2015 13.99%
CY 2014 100.80%
CY 2013 11.16%
CY 2012 66.60%
CY 2011 -16.70%

Financial Year Performance

Year Return
FY 26_YTD 10.82%
FY 25 6.26%
FY 24 57.67%
FY 23 -9.21%
FY 22 39.47%
FY 21 122.63%
FY 20 -26.12%
FY 19 -20.17%
FY 18 27.29%
FY 17 41.25%
FY 16 -8.39%
FY 15 91.98%
FY 14 49.37%
FY 13 14.94%
FY 12 2.23%

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

Fund Managers

Dr. Naresh Chand Gupta

Inventor and CEO

A Corporate Executive, Computer Scientist, and a prolific Researcher, Naresh is a Gold medalist from IIT-Kanpur and a Ph.D. from the University of Maryland. Before pursuing investing fulltime, Naresh was the founder and Managing Director of Adobe India from 1997 till March 2015. He conceived and grew Adobe's presence in India to 3500+ engineers over 18 years. Under his leadership, 40% of Adobe's core research and development was done at the Indian campus and several hundred global patents filed from campus. As part of Adobe's global executive team, he was running one of the three global businesses in Adobe's $8 Billion portfolios. Naresh is a prolific researcher and inventor. He is the author of several widely referred and seminal scientific papers in the area of Artificial Intelligence, Pattern Recognition, and Computer Vision. He holds seven Individual U.S. Patents.

Portfolio Details

Portfolio Composition

Large Cap
0.02%
Mid Cap
29.09%
Small Cap
70.88%
Cash & Equivalent
0.00%

Top 5 Holdings

  • MCX India Ltd 4.41%
  • Godfrey Phillips India Limited 3.68%
  • Force Motors Ltd 3.10%
  • GE Vernova T&D India Limited. 2.68%
  • Nippon Life India Asset Management Limited. 2.60%

Top 5 Sectors

  • Financial Services 21.35%
  • Healthcare 15.65%
  • Capital Goods 13.97%
  • Fast Moving Consumer Goods 12.86%
  • Automobile and Auto Components 5.91%

Portfolio Characteristics

total number of stocks
N/A
top 5 stocks percent
16.47%
top 5 sectors percent
69.74%
average market cap
N/A
portfolio age
14 Yrs, 2 Months
sip
Not Available
stp
Not Available

Fee Structure

Fixed Fee

AMC: 2.5%

Variable Fee

AMC: 1.5%

Hurdle: 12%

Profit Sharing: 20%

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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