Affluense AI AFFLUENSE

TRUBLU

ithought Financial Consulting LLP
PMS Large Cap
Benchmark
Nifty 50 TRI
Inception Date
5 March 2021
Min. Investment
₹50,00,000
AUM (Cr.)
₹92.57
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

The investment philosophy centers on a low-turnover, high-conviction strategy. The objective is to construct a portfolio comprising high-quality large-capitalization equities from the NIFTY 50 index, emphasizing businesses with elevated growth potential and exceptional capital allocation capabilities.

Investment Objective

The investment objective is to generate returns with a focus on minimizing volatility by investing in established, large-capitalization companies possessing robust business models, acquired at attractive valuations. A long-term buy-and-hold approach will be employed.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -0.38% -0.28% -0.10%
3 MONTHS 6.09% 6.33% -0.24%
6 MONTHS 3.10% 2.92% 0.18%
1 YEAR 12.82% 11.88% 0.94%
2 YEAR 11.32% 10.97% 0.35%
3 YEAR 15.73% 14.32% 1.41%
SINCE INCEPTION 12.78% 13.41% -0.63%

Calendar Year Performance

Year Return
CY 2025 12.82%
CY 2024 9.85%
CY 2023 25.09%

Financial Year Performance

Year Return
FY 26_YTD 11.97%
FY 25 10.45%
FY 24 25.47%

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.

Balaji_GR

Co-Fund Manager

Balaji is a passionate equity investor with 16+ years’ of experience in financial markets with Fidelity, Reliance Capital & IIFL Wealth. He has in depth expertise across various functions in Asset Management and Wealth Management. Balaji is an MBA Finance Graduate who has a keen interest in stock markets and has been investing since college days. He is an active speaker in public forums including Tamil Nadu Investor Association, SEBI Investor Meet, etc. Balaji is also a regular columnist at The Hindu. He voraciously reads annual reports and books about investor behaviour. Balaji is involved with research and fund management at ithought.

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, 9 Months
sip
Not Available
stp
Not Available

Fee Structure

Fixed Fee

AMC: 1%

Variable Fee

AMC: No Option

Hurdle: 6.00%

Profit Sharing: 20% Profit Sharing above 6% hurdle

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)