Affluense AI AFFLUENSE

Golden Decade of Growth

Emkay Investment Managers Ltd
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
26 October 2023
Min. Investment
₹50,00,000
SIP Available
Yes
STP Available
Yes

Investment Strategy

Investment Approach

This product involves investment in equity and equity-linked securities. A thoroughly diversified equity portfolio is constructed through rigorous fundamental analysis.

Investment Objective

This investment product aims to achieve sustained capital growth through a primary focus on Indian businesses positioned for significant expansion over the medium to long term. The portfolio will encompass a diversified allocation across large-cap, mid-cap, and small-cap equities. Investment selection will prioritize companies demonstrating robust growth potential, characterized by minimal financial leverage, sustainable competitive advantages, and demonstrably strong management teams. Valuations will be assessed with a long-term buy-and-hold strategy in mind, facilitating a low portfolio turnover.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -1.90% -0.24% -1.66%
3 MONTHS -0.42% 5.02% -5.44%
6 MONTHS -1.64% 1.63% -3.27%
1 YEAR -3.13% 7.63% -10.76%
2 YEAR 14.95% 11.65% 3.30%
SINCE INCEPTION 16.55% 18.35% -1.80%

Calendar Year Performance

Year Return

Financial Year Performance

Year Return

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

Fund Managers

Manish Sonthalia

Director , CIO

Mr. Manish Sonthalia holds a Bachelor of Commerce degree from St. Xavier's College, Kolkata, and an MBA from the Indian Institute of Social Welfare and Business Management (IISWBM). Additionally, he is a member of the Institute of Chartered Accountants of India (ICAI), the Institute of Cost Accountants of India (ICWAI), and the Institute of Company Secretaries of India (ICSI). With over thirty years of experience in the financial markets, Mr. Sonthalia possesses significant expertise in research, asset management, and investment management. He currently serves as the Chief Investment Officer at Emkay Investment Managers Ltd.

Kashyap Javeri

HOR , Fund Manager

Kashyap Javeri serves as a Fund Manager, possessing over ten years of expertise in analyzing companies and industry sectors. His contributions are characterized by profound understanding of equity markets and economic trends. Before his tenure at Emkay Investment Managers, Mr. Javeri spent eight years as a recognized BFSI analyst at Emkay Institutional Equities and previously held the role of midcap analyst at Sharekhan Ltd. His comprehensive knowledge extends across diverse manufacturing and services industries, as well as the banking and economics domains.

Portfolio Details

Portfolio Composition

Large Cap
0%
Mid Cap
0%
Small Cap
0%
Cash & Equivalent
0%

Top 5 Holdings

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

Top 5 Sectors

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

Portfolio Characteristics

total number of stocks
N/A
top 5 stocks percent
N/A
top 5 sectors percent
N/A
average market cap
176584.38
portfolio age
2 Yrs, 2 Months
sip
Available
stp
Available

Fee Structure

Fixed Fee

AMC: 2.5%

Variable Fee

AMC: No Option

Hurdle: No Option

Profit Sharing: No Option

Exit Load

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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)