Amaltas Asset Management employs a systematic value-oriented investment approach. This strategy integrates in-depth fundamental analysis with macroeconomic assessments to identify undervalued securities. Our objective is to achieve robust returns and capital appreciation within a 3 to 5-year investment horizon, underscored by a commitment to proactive risk mitigation.
We aim to achieve exceptional asymmetric return possibilities through a highly concentrated equity portfolio. This portfolio will comprise 3 to 7 stocks, selected based on strong conviction, and may be aligned with specific investment themes. These selected companies are currently undervalued, trading at a significant discount to their calculated intrinsic worth.
Returns as on 2025-12-31
| Period | Strategy | Benchmark | Outperformance |
|---|---|---|---|
| 1 MONTH | -0.82% | -0.24% | -0.58% |
| 3 MONTHS | 11.53% | 5.02% | 6.51% |
| SINCE INCEPTION | 12.53% | 4.05% | 8.48% |
| Year | Return |
|---|
| Year | Return |
|---|
Past performance is not indicative of future results. Returns are subject to market risks.
Fund Manager
An alumnus of BITS Pilani (Class of 2014), the individual possesses prior experience as an Investment Banker at JP Morgan, with postings in both Mumbai and New York. Their professional background includes serving as a lead analyst on transactions valued at over $1 billion, encompassing Mergers & Acquisitions, buyouts, and Initial Public Offerings. This expertise is primarily focused on the North American Real Estate sector.
AMC: 0.5%
Hurdle: 10%
Profit Sharing: 20%
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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)
