Affluense AI AFFLUENSE

SPHERE

ithought Financial Consulting LLP
PMS Multi Asset
Benchmark
NSE Multi Asset Index 1
Inception Date
16 December 2021
Min. Investment
₹50,00,000
AUM (Cr.)
₹877.65
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

Our investment methodology is centered on acquiring high-quality assets at attractive valuations, aiming to deliver an exceptional investment experience for our clients.

Investment Objective

To facilitate diversified investments across various asset categories and establish a comprehensive investment framework for each client's portfolio. The fund will employ a top-down methodology, monitoring global macroeconomic trends to identify and capitalize on prevailing opportunities.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH 3.10% 0.10% 3.00%
3 MONTHS 8.58% 3.45% 5.13%
6 MONTHS 15.09% 3.54% 11.55%
1 YEAR 32.68% 9.54% 23.14%
2 YEAR 27.24% 11.17% 16.07%
3 YEAR 27.97% 12.93% 15.04%
SINCE INCEPTION 24.62% 10.81% 13.81%

Calendar Year Performance

Year Return
CY 2025 32.68%
CY 2024 22.05%
CY 2023 29.42%
CY 2022 16.13%
CY 2021 0.06%

Financial Year Performance

Year Return
FY 26_YTD 23.91%
FY 25 21.20%
FY 24 39.51%
FY 22 1.83%

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

Fund Managers

Shyam Sekhar

Fund Manager, PMS

With over three decades of dedicated investment experience, Mr. Shyam Sekhar specializes in high-growth, franchise-based business models. His investment philosophy centers on a value-oriented strategy, prioritizing the identification of promising opportunities within emerging companies through rigorous, research-driven methodologies. His expertise encompasses a broad understanding of various industries gained as a research analyst, proficiency in constructing substantial investment portfolios, and a proven ability to navigate diverse market cycles.

Portfolio Details

Portfolio Composition

Large Cap
0%
Mid Cap
0%
Small Cap
0%
Cash & Equivalent
0%

Top 5 Holdings

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Top 5 Sectors

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Portfolio Characteristics

total number of stocks
0
top 5 stocks percent
N/A
top 5 sectors percent
N/A
average market cap
N/A
portfolio age
4 Yrs, 0 Months
sip
Not Available
stp
Not Available

Fee Structure

Fixed Fee

AMC: 1.5%

Variable Fee

AMC: No Option

Hurdle: No Option

Profit Sharing: No Option

Exit Load

Year 1: 0%

Year 2: 0%

Year 3: 0%

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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)