Our approach is in-between the traditional growth and value styles – where we look for undervalued companies that operate differentiated business models with the potential for stable earnings growth in varying market conditions. However, we have bias towards Growth believing that earnings and free cash flow growth is the key long-term driver of stock performance. We believe in growth companies with proven business model with growth potential that is under-estimated by the market.
"The Investment Objective of this “Investment Strategy” is to create significant value over long term by investing in a concentrated portfolio of Indian equities which are significantly below intrinsic value and with strong longterm prospects.
Returns as on 2025-12-31
| Period | Strategy | Benchmark | Outperformance |
|---|---|---|---|
| 1 MONTH | -1.74% | -0.24% | -1.50% |
| 3 MONTHS | 0.33% | 5.02% | -4.69% |
| 6 MONTHS | -4.75% | 1.63% | -6.38% |
| 1 YEAR | 3.10% | 7.63% | -4.53% |
| 2 YEAR | 12.35% | 11.64% | 0.71% |
| 3 YEAR | 21.03% | 16.40% | 4.63% |
| SINCE INCEPTION | 18.29% | 15.32% | 2.97% |
| Year | Return |
|---|---|
| CY 2025 | 3.10% |
| CY 2024 | 22.45% |
| CY 2023 | 40.44% |
| CY 2022 | 6.13% |
| CY 2021 | 19.00% |
| Year | Return |
|---|---|
| FY 26_YTD | 9.73% |
| FY 25 | 16.25% |
| FY 24 | 38.64% |
| FY 23 | 21.10% |
| FY 22 | 4.99% |
| FY 21 | 0.20% |
Past performance is not indicative of future results. Returns are subject to market risks.
Fund Manager, PMS
A Chartered Accountant, Chartered Financial Analyst ®, Financial Risk Manager, Miten has 8 years of fund management experience in his 20+ years of working in the equity markets. Miten managed the HDFC Capital Builder Value Fund from May-12 to May-20. During this period, the fund beat its benchmark in 6 out of the 8 fiscal years. Before working at HDFC Asset Management, Miten was an analyst at broking houses – Brics, SSKI, Enam and Anand Rathi.
Fund Manager, PMS
A career investment banker, Sanjeev is the co-founder of Fractal Capital Investments LLP. Sanjeev is an MBA from Xavier Institute of Management, Bhubaneshwar and B.E. from Delhi College of Engineering. Sanjeev was a Managing Director at IDFC Capital before he founded Fractal Capital Advisors in 2013. Sanjeev has a deep experience in fund raising. Prior to becoming an investment banker, Sanjeev was an analyst at broking houses – SSKI, B&K, First Global.
AMC: 2%
AMC: 1%
Hurdle: 10%
Profit Sharing: 15%
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)
