Signature Approach
Investment Strategy
Investment Approach
Key advantages include: * **Long-term wealth creation:** Our strategy is designed to generate capital growth over extended periods. * **Portfolio diversification:** We aim to mitigate risk by spreading investments across various asset classes. * **Broad economic sector coverage:** Gain exposure to all significant sectors within the Indian economy. * **Adaptive investment strategy:** Portfolios are strategically aligned with current market dynamics. * **Expert fund management:** Benefi t from the dedicated expertise of our professional portfolio managers.
Investment Objective
The investment strategy aims to generate long-term capital growth through predominant allocation to equity instruments, irrespective of market capitalization.
Performance Returns
Returns as on 2025-12-31
Trailing Returns
| Period | Strategy | Benchmark | Outperformance |
|---|---|---|---|
| 1 MONTH | -2.04% | -0.25% | -1.79% |
| 3 MONTHS | 1.55% | 4.84% | -3.29% |
| 6 MONTHS | -1.64% | 1.08% | -2.72% |
| 1 YEAR | 1.96% | 6.41% | -4.45% |
| 2 YEAR | 12.98% | 10.39% | 2.59% |
| 3 YEAR | 22.42% | 15.02% | 7.40% |
| 5 YEAR | 18.31% | 15.40% | 2.91% |
| SINCE INCEPTION | 10.00% | 12.33% | -2.33% |
Calendar Year Performance
| Year | Return |
|---|---|
| CY 2025 | 1.96% |
Financial Year Performance
| Year | Return |
|---|---|
| FY 26_YTD | 10.89% |
Past performance is not indicative of future results. Returns are subject to market risks.
Portfolio Details
Portfolio Composition
Top 5 Holdings
- L&T Finance Ltd 3.60%
- Sansera Engineering Limited 3.09%
- HDFC Bank Limited 2.88%
- Hindustan Aeronautics Limited 2.87%
- Ami Organics Limited 2.83%
Top 5 Sectors
- Banking & Finance 16.91%
- Automobiles 12.64%
- Pharma & Healthcare 9.55%
- FMCG 6.64%
- Defence 5.50%
Portfolio Characteristics
Fee Structure
Fixed Fee
AMC: 2%
Variable Fee
AMC: No Option
Hurdle: 12.00%
Profit Sharing: 20% Profit Sharing above 12% Hurdle
Exit Load
Year 1: 1%
Year 2: 1%
Interested in ?
Get in touch with our partner to learn more about 's portfolio management services and how they align with your investment goals.
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)