The investment strategy centers on identifying organizations with the potential for upward valuation re-assessments and anticipated enhancements in earnings expansion. This approach requires a long-term perspective, maintaining positions until the underlying investment rationale is validated or invalidated.
To optimize returns generated from equity market investments throughout the specified investment horizon.
Returns as on 2025-12-31
| Period | Strategy | Benchmark | Outperformance |
|---|---|---|---|
| 1 MONTH | -1.44% | -0.24% | -1.20% |
| 3 MONTHS | 8.31% | 5.02% | 3.29% |
| 6 MONTHS | 4.25% | 1.63% | 2.62% |
| 1 YEAR | -4.99% | 7.63% | -12.62% |
| 2 YEAR | 11.15% | 11.64% | -0.49% |
| 3 YEAR | 17.12% | 16.40% | 0.72% |
| 5 YEAR | 20.16% | 16.82% | 3.34% |
| SINCE INCEPTION | 20.31% | 14.40% | 5.91% |
| Year | Return |
|---|---|
| CY 2025 | -4.99% |
| CY 2024 | 30.07% |
| CY 2023 | 30.07% |
| CY 2022 | -3.77% |
| CY 2021 | 68.12% |
| CY 2020 | 32.14% |
| CY 2019 | 20.14% |
| CY 2018 | -3.06% |
| Year | Return |
|---|---|
| FY 26_YTD | 18.85% |
| FY 23_YTD | 2.19% |
| FY 25 | 3.37% |
| FY 24 | 46.74% |
| FY 22 | 48.51% |
| FY 21 | 83.12% |
| FY 20 | -10.14% |
| FY 19 | -0.30% |
Past performance is not indicative of future results. Returns are subject to market risks.
Co-CIO and Fund Manager
With 17 years of dedicated experience in debt capital markets and structured finance, Shailendra possesses a distinctive understanding of corporate balance sheets. His expertise enables a nuanced assessment of business valuation, effectively aligning intrinsic worth with future growth potential.
AMC: 2.5%
AMC: 1.2%
Hurdle: 10%
Profit Sharing: 15%
Year 1: 0%
Year 2: 0%
Year 3: 0%
Get in touch with our partner to learn more about 's portfolio management services and how they align with your investment goals.
Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.
This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent 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.
Last Updated: January 2026 · Published by Affluense AI (affluense.ai)
