Affluense AI AFFLUENSE

Active Momentum Strategy

InCred Asset Management
PMS Mid & Large Cap
Benchmark
S&P BSE 500 TRI
Inception Date
6 February 2025
Min. Investment
₹50,00,000
SIP Available
Yes
STP Available
Yes

Investment Strategy

Investment Approach

This quantitative, smart beta strategy offers direct exposure to the momentum factor.

Investment Objective

The Investment Strategy is designed to achieve superior risk-adjusted returns over the long term through concentrated investments in equity and equity-related securities. This is accomplished by systematically identifying and allocating capital to companies exhibiting strong momentum characteristics. The investment universe is limited to the top 200 companies by market capitalization, ensuring a focus on liquid and established market participants, thereby providing clients with a clear and unadulterated exposure to the momentum factor.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -2.20% -0.20% -2.00%
3 MONTHS 3.50% 5.00% -1.50%
6 MONTHS -3.80% 1.60% -5.40%
SINCE INCEPTION 1.29% 11.00% -9.71%

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

With a comprehensive 12-year tenure in the equity markets, the individual brings extensive experience. Most recently, he held the position of Fund Manager at Torus PMS, overseeing an Assets Under Management (AUM) exceeding INR 100 crore. Prior to this, he served as Vice President – Advisory at Orowealth, an online wealth management platform catering to retail investors, where he managed assets under advisory valued at over INR 1,000 crore. Earlier professional engagements include a role in the Investment Banking Division at Edelweiss Financial Services Limited, and participation in the L&T Limited Treasury team, where he was responsible for managing the company’s investment portfolio, valued at approximately USD 2 billion. He is a Chartered Accountant with a Rank (AIR 36, May 2012) and is a CFA Level 3 candidate, having successfully cleared all CFA examination levels.

Portfolio Details

Portfolio Composition

Large Cap
60.02%
Mid Cap
36.98%
Small Cap
0.00%
Cash & Equivalent
3.00%

Top 5 Holdings

  • SBI Life Insurance Company Limited 6.14%
  • Bharti Airtel Ltd. 5.85%
  • Britannia Industries Ltd. 5.66%
  • Hdfc Life Insurance Company Limited 5.01%
  • Tata Consumer Products Limited 4.73%

Top 5 Sectors

  • Financial Services 42.39%
  • Fast Moving Consumer Goods 14.46%
  • Automobile and Auto Components 12.56%
  • Capital Goods 7.55%
  • Telecommunication 5.85%

Portfolio Characteristics

total number of stocks
25
top 5 stocks percent
27.39%
top 5 sectors percent
82.81%
average market cap
N/A
portfolio age
0 Yrs, 10 Months
sip
Available
stp
Available

Fee Structure

Fixed Fee

AMC: 2.5%

Variable Fee

AMC: 1.5%

Hurdle: 8%

Profit Sharing: 20%

Exit Load

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)