Affluense AI AFFLUENSE

Fundamental Quant

Hanut Alternate Investments LLP
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
7 May 2019
Min. Investment
₹1,00,00,000
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

Our investment strategy is driven by a proprietary **Fundamental Quant** framework. This systematic approach allows for the objective identification of a curated portfolio of equities for investment.

Investment Objective

To achieve superior performance relative to the NSE500 Total Return index over a full market cycle.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -0.60% -0.24% -0.36%
3 MONTHS 1.63% 5.02% -3.39%
6 MONTHS -1.66% 1.63% -3.29%
1 YEAR 7.77% 7.63% 0.14%
2 YEAR 15.50% 11.64% 3.86%
3 YEAR 21.08% 16.40% 4.68%
5 YEAR 18.51% 16.82% 1.69%
SINCE INCEPTION 18.57% 16.09% 2.48%

Calendar Year Performance

Year Return
CY 2025 7.77%
CY 2024 23.82%
CY 2023 33.04%
CY 2022 -8.36%
CY 2021 43.66%
CY 2020 29.01%
CY 2019 3.07%

Financial Year Performance

Year Return
FY 26_YTD 9.00%
FY 25 15.08%
FY 24 53.03%
FY 23 -12.58%
FY 22 22.37%
FY 21 109.30%
FY 20 -27.29%

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

Fund Managers

Arjun Singh

Founding Partner, Fund Manager PMS

Arjun co-founded Hanut Alternate Investments LLP and is responsible for the management of the Hanut Fundamental Quant (HFQ) fund. He commenced his professional engagement with financial markets in 2007, accumulating fourteen years of experience through diverse market cycles. His investment journey has encompassed a spectrum of strategies, ranging from a purely fundamental approach to momentum investing. Through this exploration, he identified a preference for methodologies that mitigate subjective influences and personal perspectives in investment decision-making. The HFQ fund's present investment strategy represents a culmination of his extensive research, offering a rigorously systematic framework for constructing an equity portfolio.

Portfolio Details

Portfolio Composition

Large Cap
10.93%
Mid Cap
51.12%
Small Cap
36.28%
Cash & Equivalent
1.71%

Top 5 Holdings

  • Muthoot Finance Limited 5.52%
  • Netweb Technologies India Limited 5.34%
  • Multi Commodity Exchange of India Ltd 4.84%
  • National Aluminium Co. Ltd. 4.52%
  • AU Small Finance Bank Limited 4.23%

Top 5 Sectors

  • Financial Services 37.13%
  • Capital Goods 22.11%
  • Realty 11.50%
  • Fast Moving Consumer Goods 6.34%
  • Information Technology 5.48%

Portfolio Characteristics

total number of stocks
5
top 5 stocks percent
24.45%
top 5 sectors percent
82.56%
average market cap
N/A
portfolio age
6 Yrs, 7 Months
sip
Not Available
stp
Not Available

Fee Structure

Fixed Fee

AMC: 2%

Variable Fee

AMC: No Option

Hurdle: 8.00%

Profit Sharing: 20% Profit Sharing Over 8% Hurdle

Exit Load

Year 1: 2%

Year 2: 1%

Year 3: 0%

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)