This Strategy has quality Smallcap Stocks with high Sales & Profit growth and low valuation
To create long term wealth by investing in portfolio of quality stocks with good valuation and generate alpha both in rising and falling markets
Returns as on 2025-12-31
| Period | Strategy | Benchmark | Outperformance |
|---|---|---|---|
| 1 MONTH | 0.62% | -0.28% | 0.90% |
| 3 MONTHS | 0.59% | 6.33% | -5.74% |
| 6 MONTHS | -5.36% | 2.92% | -8.28% |
| 1 YEAR | -24.85% | 11.88% | -36.73% |
| SINCE INCEPTION | -1.42% | 10.72% | -12.14% |
| Year | Return |
|---|---|
| CY 2025 | -24.85% |
| Year | Return |
|---|---|
| FY 26_YTD | -1.08% |
| FY 25 | 2.84% |
Past performance is not indicative of future results. Returns are subject to market risks.
Fund Manager
Mr. Shailesh Saraf focuses on generating high alpha at substantially lower risk through his excellently devised strategies and stocks. His emphasis on long term quality and growth as foundational principles for equity investing has greatly benefited the investor community
AMC: 2.5%
AMC: No Option
Hurdle: No Option
Profit Sharing: Performance fee 20% Profit Sharing on all Profits
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)
