Affluense AI AFFLUENSE

Proud PMS

Ladderup Wealth Management Pvt Ltd
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
12 May 2023
Min. Investment
₹50,00,000
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

We focus on identifying high quality companies that are leaders in their industry and continue to display sustainable growth potential across our selection framework, which helps us generate sustanined capital appreciation through superior returns generation.

Investment Objective

We focus on Businesses that have the potential to become Multibaggers in long term because they pursue excellence in all facets of business and also scale up continuously by expanding market share and market size.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -2.16% -0.24% -1.92%
3 MONTHS 2.79% 5.02% -2.23%
6 MONTHS 2.47% 1.63% 0.84%
1 YEAR 1.85% 7.63% -5.78%
2 YEAR 9.34% 11.64% -2.30%
SINCE INCEPTION 13.81% 18.65% -4.84%

Calendar Year Performance

Year Return
CY 2025 1.85%
CY 2024 17.39%

Financial Year Performance

Year Return
FY 26_YTD 13.88%
FY 24_YTD 14.04%
FY 25 4.42%

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

Fund Managers

Raghvendra Nath

Fund Manager

Mr. Raghvendra Nath has more than three decades of capital markets and investment management experience. His ability to analyse trends and evaluate businesses has supported him to lead a few esteemed organisations in the industry.He has worked with Birla Sun Life Mutual Fund, one of the leading Mutual Fund companies in India. In his tenure he successfully created Asset Allocation strategies for various MF Schemes. He tracked macro-economic factors in India & globally to identify major trends & analyze the impact on fund performance as well as the overall business. His acumen in creating differentiated strategies to address investor needs contributed to the success of the firms he has been associated with.Prior to this he was the business head for Aditya Birla Money. He is a CFA, MBA and an Engineer by qualification and provides thought leadership to the business. He has an impeccable reputation in the Indian Markets and is a frequent face in the Indian Business media.

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
322617
portfolio age
2 Yrs, 7 Months
sip
Not Available
stp
Not Available

Fee Structure

Fixed Fee

AMC: 2%

Variable Fee

AMC: 1%

Hurdle: 8%

Profit Sharing: 15%

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)

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