Identification of entities exhibiting substantial wealth creation potential. Such companies are typically less visible, demonstrating superior performance within their respective sectors while attracting minimal public notice. The primary focus is not on short-term operational results, but rather on the company's strategic positioning for the ensuing decade to two decades and the existence of a concrete strategy for sustainable, long-term profit generation.
This investment strategy focuses on equity instruments characterized by a stable dividend payout history. Such holdings typically exhibit a degree of resilience during market downturns, owing to their established track record of delivering a baseline return through dividends.
Returns as on 2025-12-31
| Period | Strategy | Benchmark | Outperformance |
|---|---|---|---|
| 1 MONTH | 0.02% | -0.24% | 0.26% |
| 3 MONTHS | 1.53% | 5.02% | -3.49% |
| 6 MONTHS | 3.84% | 1.63% | 2.21% |
| 1 YEAR | 7.48% | 7.63% | -0.15% |
| 2 YEAR | 14.79% | 11.65% | 3.14% |
| 3 YEAR | 30.77% | 16.41% | 14.36% |
| 5 YEAR | 29.98% | 16.82% | 13.16% |
| SINCE INCEPTION | 30.16% | 17.04% | 13.12% |
| Year | Return |
|---|---|
| CY 2025 | 7.48% |
| CY 2024 | 22.60% |
| CY 2023 | 69.84% |
| CY 2022 | 6.69% |
| CY 2021 | 55.36% |
| CY 2020 | 38.67% |
| CY 2019 | 1.70% |
| Year | Return |
|---|---|
| FY 26_YTD | 17.82% |
| FY 25 | 17.27% |
| FY 24 | 74.40% |
| FY 23 | 1.61% |
| FY 22 | 43.94% |
| FY 21 | 81.33% |
| FY 20 | -18.35% |
Past performance is not indicative of future results. Returns are subject to market risks.
CEO, Co-Founder
With more than fifteen years dedicated to managing equity portfolios, this individual holds an MBA from the Indian School of Business, Hyderabad. He is also a distinguished member of The Institute of Chartered Accountants of India. As the principal architect of the firm since its establishment, he spearheads client relations, drives business expansion, and has been instrumental in shaping strategic initiatives.
AMC: 2.25%
AMC: 1.25%
Hurdle: 10%
Profit Sharing: 15%
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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)
