The primary risk exposure for this investment strategy will be credit risk. This will be mitigated through a rigorous underwriting process that assesses both issuer-specific attributes and the characteristics of the underlying securities. Emphasis will be placed on evaluating the issuer's cash-flow generation capabilities, the quality of pledged collateral, and the adequacy of security coverage.
This investment strategy prioritizes capital preservation and liquidity, with a secondary focus on optimizing returns. The objective is to achieve these goals through allocations to fixed income securities and alternative asset classes.
Returns as on 2025-12-31
| Period | Strategy | Benchmark | Outperformance |
|---|---|---|---|
| 1 MONTH | 0.64% | 0.41% | 0.23% |
| 3 MONTHS | 2.64% | 1.34% | 1.30% |
| 6 MONTHS | 5.27% | 3.26% | 2.01% |
| SINCE INCEPTION | 10.37% | 5.79% | 4.58% |
| Year | Return |
|---|
| Year | Return |
|---|
Past performance is not indicative of future results. Returns are subject to market risks.
Fund Manager
Possessing over two decades of comprehensive expertise in the full spectrum of credit transactions, including origination, underwriting, ongoing monitoring, and eventual exits. This experience spans diverse financial platforms, encompassing commercial banking, non-banking financial companies (NBFCs), and Alternative Investment Funds (AIFs).
AMC: 1%
AMC: No Option
Hurdle: No Option
Profit Sharing: No Option
Year 1: 0.5%
Get in touch with our partner to learn more about 's portfolio management services and how they align with your investment goals.
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)
