Valuation based Proprietary quantitative model , Minimization of overconcentration risk trough investments acros diversified sectors , Tested across various market cycles and time horizons , Integrated & effective risk management process ,Comprehensive performance reporting and transparent communication
SRE shield portfolio aims at generation of long term wealth with a focus on capital protection. It is a dynamic strategy seeking to maximize investment opportunities from market ups & downs by rebalancing the portfolio between underlying equity and debt funds based on the P/E ratio of the index.
Returns as on 2025-12-31
| Period | Strategy | Benchmark | Outperformance |
|---|---|---|---|
| 1 MONTH | -0.60% | -0.28% | -0.32% |
| 3 MONTHS | 2.52% | 6.33% | -3.81% |
| 6 MONTHS | 0.64% | 2.92% | -2.28% |
| 1 YEAR | 4.44% | 11.88% | -7.44% |
| 2 YEAR | 6.05% | 10.98% | -4.93% |
| 3 YEAR | 12.03% | 14.32% | -2.29% |
| 5 YEAR | 10.85% | 14.68% | -3.83% |
| SINCE INCEPTION | 10.20% | 13.97% | -3.77% |
| Year | Return |
|---|---|
| CY 2025 | 4.44% |
| CY 2024 | 7.69% |
| CY 2023 | 25.26% |
| CY 2022 | 0.63% |
| CY 2021 | 19.97% |
| CY 2020 | 13.31% |
| CY 2019 | 8.82% |
| CY 2018 | 0.83% |
| Year | Return |
|---|---|
| FY 26_YTD | 10.66% |
| FY 25 | -3.44% |
| FY 24 | 38.31% |
| FY 23 | -2.53% |
| FY 22 | 12.72% |
| FY 21 | 53.44% |
| FY 20 | -18.22% |
| FY 19 | 3.49% |
Past performance is not indicative of future results. Returns are subject to market risks.
Fund Manager, PMS
Mr. Nitesh Chand has over two decades experience in Equity Research & Proprietary fund management withSykes&RayEquities. With the support of Team Emphasis is to Create Long term wealth for Investors along with safe guarding the capital. Mr. Nitesh Chand is B.Sc Graduate & MBA in Finance. He was associated with Mumbai University as visiting faculty.
AMC: 1.5%
AMC: No Option
Hurdle: 8.00%
Profit Sharing: 10% profit sharing above 8% Hurdle
Year 1: 1%
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)
