This investment strategy focuses on building a select portfolio of companies possessing robust, enduring competitive advantages. The objective is to identify businesses with strong moats that are well-positioned to achieve sustained and substantial earnings expansion over extended investment horizons.
This investment strategy focuses on constructing a concentrated portfolio of companies possessing strong and enduring competitive advantages. The objective is to identify businesses with robust moats that are positioned to achieve sustained and healthy earnings growth over extended investment horizons.
Returns as on 2025-12-31
| Period | Strategy | Benchmark | Outperformance |
|---|---|---|---|
| 1 MONTH | -2.36% | -0.24% | -2.12% |
| 3 MONTHS | -1.83% | 5.02% | -6.85% |
| 6 MONTHS | -6.76% | 1.63% | -8.39% |
| 1 YEAR | -4.37% | 7.63% | -12.00% |
| 2 YEAR | -0.69% | 11.64% | -12.33% |
| 3 YEAR | -0.90% | 16.40% | -17.30% |
| 5 YEAR | 5.19% | 16.82% | -11.63% |
| SINCE INCEPTION | 11.86% | 17.90% | -6.04% |
| Year | Return |
|---|---|
| CY 2025 | -4.37% |
| CY 2024 | 3.13% |
| CY 2023 | -1.32% |
| CY 2022 | -10.56% |
| CY 2021 | 47.91% |
| CY 2020 | 46.12% |
| CY 2019 | 8.21% |
| Year | Return |
|---|---|
| FY 26_YTD | 6.28% |
| FY 25 | 5.75% |
| FY 24 | 0.29% |
| FY 23 | -14.85% |
| FY 22 | 20.66% |
| FY 21 | 92.52% |
| FY 20 | -8.83% |
Past performance is not indicative of future results. Returns are subject to market risks.
Fund Manager
With over a decade of dedicated experience in equity analysis, Ashvin previously held a prominent role leading sector coverage for the automobile industry at Ambit Capital between 2010 and 2017. His astute stock selection during this period earned him recognition in the Starmine Analyst Awards in both 2013 and 2016. Following this, he served as a senior analyst for Ambit’s Mid and Small Cap Portfolio Management Services (PMS) funds until November 2018.
AMC: 1.5%
AMC: 1.5%
Hurdle: 10%
Profit Sharing: 20%
Year 1: 3%
Year 2: 2%
Year 3: 1%
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)
