Affluense AI AFFLUENSE

Alpha Compounders

Cosmea Portfolio Mgnt Pvt Ltd (erstwhile Torus)
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
1 November 2022
Min. Investment
₹50,00,000
AUM (Cr.)
₹31.33
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

Acquire high-quality businesses at sensible valuations, focusing on entities that are either established market leaders or possess the potential to achieve market leadership within sectors exhibiting enduring positive structural growth trends.

Investment Objective

Our investment strategy is designed to achieve long-term capital appreciation through the identification of businesses with significant growth prospects trading at attractive valuations.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH 0.39% -0.24% 0.63%
3 MONTHS 2.77% 5.02% -2.25%
6 MONTHS -3.33% 1.63% -4.96%
1 YEAR 3.63% 7.63% -4.00%
2 YEAR 14.17% 11.65% 2.52%
3 YEAR 19.30% 16.41% 2.89%
SINCE INCEPTION 17.55% 15.17% 2.38%

Calendar Year Performance

Year Return
CY 2025 3.63%
CY 2024 26.30%
CY 2023 29.87%

Financial Year Performance

Year Return
FY 26_YTD 9.77%
FY 25 14.40%
FY 24 43.17%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Hemal Shah

Fund Manager

With over 14 years of comprehensive market engagement, Hemal Shah serves as a Fund Manager at Torus Oro AMC. His expertise encompasses wealth management, where he directs investment strategies and manages portfolios for high-net-worth individuals. Mr. Shah commenced his career in the financial services sector in 2009 as a Dealer, Non-Trading (DNT) Executive at Sharekhan. He subsequently transitioned to Angel Broking, serving as an Equity Advisor to Non-Resident Indian (NRI) clients, providing customized investment guidance. At ICICI Securities, he managed portfolios for 250 clients, focusing on equity advisory and portfolio realignment. Prior to his current role, he spent close to five years at Aditya Birla Capital, where he was responsible for Non-Discretionary Portfolio Management Services (PMS) portfolios exceeding ₹150 crore. As a Fund Manager at Torus Oro, Mr. Shah currently oversees portfolios valued at over ₹100 crore. Mr. Shah's investment philosophy is centered on an active management approach designed to leverage market fluctuations and consistent information dissemination for client benefit. Specializing in structured portfolios tailored to individual requirements, he targets niche and mid-cap segments offering unique investment prospects. Academically, Mr. Shah holds a Master's degree in Accounting & Finance from the University of Mumbai (2012) and a Business Diploma from the Welingkar Institute of Management (2014). He adopts a contrarian investment stance, proactively identifying undervalued opportunities to ensure the delivery of trust and value to his clientele. His track record includes delivering enduring, bespoke investment solutions.

Portfolio Details

Portfolio Composition

Large Cap
39.73%
Mid Cap
29.39%
Small Cap
16.23%
Cash & Equivalent
14.66%

Top 5 Holdings

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Top 5 Sectors

  • Financial Services 17.94%
  • Capital Goods 14.48%
  • Information Technology 11.16%
  • Healthcare 7.47%
  • Chemicals 6.14%

Portfolio Characteristics

total number of stocks
31
top 5 stocks percent
N/A
top 5 sectors percent
57.19%
average market cap
N/A
portfolio age
3 Yrs, 1 Months
sip
Not Available
stp
Not Available

Fee Structure

Fixed Fee

AMC: 2.5%

Variable Fee

AMC: No Option

Hurdle: 10.00%

Profit Sharing: 15% Profit Sharing above 10% Hurdle

Exit Load

Year 1: 0%

Year 2: 0%

Year 3: 0%

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Disclaimer

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)