Fund Manager
Ram Kalyan Kumar Medury is a seasoned investment professional with 25 years of industry experience. He holds an MBA from IIM Bangalore and a Bachelor of Science in Computer Science.
Security selection is guided by the "Roots & Wings" investment philosophy, which prioritizes companies demonstrating financial prudence through low leverage, sustained return on equity (ROE) and return on capital employed (ROCE), and a strong ethical foundation in their promoter holdings. Concurrently, the strategy actively seeks out enterprises with demonstrable potential for future expansion.
119.77
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31 December 2025
| Strategy | Category | 1Y | 3Y | 5Y | Inception |
|---|---|---|---|---|---|
| JEWEL | Mid & Large Cap | 6.18% | — | — | Jun 2023 |
| SPARK | Small Cap | -15.69% | — | — | Jun 2023 |
| EMERALD | Multi Cap & Flexi Cap | 4.93% | — | — | Jun 2023 |
| GEM | Multi Cap & Flexi Cap | -18.20% | — | — | Jun 2023 |
| DIAMOND | Multi Cap & Flexi Cap | — | — | — | Apr 2025 |
| CORAL Cyclical | Multi Cap & Flexi Cap | — | — | — | Jun 2025 |
Past performance is not indicative of future results. Returns are subject to market risks.
Fund Manager
Ram Kalyan Kumar Medury is a seasoned investment professional with 25 years of industry experience. He holds an MBA from IIM Bangalore and a Bachelor of Science in Computer Science.
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SEBI Registration: INP000007881
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, nor should it be considered a recommendation. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.
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Last Updated: December 2025 · Published by Affluense AI (affluense.ai)