The investment strategy will follow a low churn, high quality and alpha oriented investment approach. The intention is to create a portfolio of emerging performers chosen from themes with higher growth metrics and superior capital allocation.
To invest in well managed companies with proven business models at reasonable valuations, with the intention of giving investors stable, & consistent return
Returns as on 2025-12-31
| Period | Strategy | Benchmark | Outperformance |
|---|---|---|---|
| 1 MONTH | -1.18% | -0.24% | -0.94% |
| 3 MONTHS | 0.64% | 5.02% | -4.38% |
| 6 MONTHS | -1.62% | 1.63% | -3.25% |
| 1 YEAR | 0.81% | 7.63% | -6.82% |
| 2 YEAR | 10.42% | 11.64% | -1.22% |
| 3 YEAR | 21.56% | 16.40% | 5.16% |
| 5 YEAR | 23.26% | 16.82% | 6.44% |
| SINCE INCEPTION | 21.62% | 18.04% | 3.58% |
| Year | Return |
|---|---|
| CY 2025 | 0.81% |
| CY 2024 | 20.96% |
| CY 2023 | 47.31% |
| CY 2022 | 13.20% |
| CY 2021 | 39.93% |
| CY 2020 | 9.24% |
| CY 2019 | 11.32% |
| Year | Return |
|---|---|
| FY 26_YTD | 14.51% |
| FY 25 | 3.17% |
| FY 24 | 56.66% |
| FY 23 | 9.23% |
| FY 22 | 34.89% |
| FY 21 | 57.80% |
| FY 20 | -19.39% |
Past performance is not indicative of future results. Returns are subject to market risks.
Fund Manager, PMS
Mr Shyam Sekhar has more than 3 decades of investing experience in franchise based high growth businesses. He follows a value-based approach to investing. His focus is on identifying investment opportunities in emerging companies through a sound research driven process. His strengths include exposure to multiple industries as a research analyst, creating large sized portfolios and investing across market cycles.
AMC: 1.5%
AMC: No Option
Hurdle: No Option
Profit Sharing: No Option
Year 1: 3%
Year 2: 2%
Year 3: 1%
* 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)
