The Investment Plan aims to achieve capital growth over a medium to long-term horizon by primarily allocating assets to equities and equity-linked instruments. The portfolio construction will be concentrated, with a maximum of 25 individual stock holdings. Investments may be made in unlisted securities or pre-Initial Public Offering (IPO) opportunities, with such investments capped at a maximum of 5% of the total portfolio value at the point of initial deployment.
The investment strategy aims for medium to long-term capital growth by primarily allocating assets to equities and equity-linked instruments. The portfolio is designed to hold a maximum of 25 distinct equity positions. Investments in unlisted securities or pre-Initial Public Offering (IPO) opportunities will be capped at 5% of the total portfolio value at the point of investment.
Returns as on 2025-12-31
| Period | Strategy | Benchmark | Outperformance |
|---|---|---|---|
| 1 MONTH | -2.99% | -0.25% | -2.74% |
| 3 MONTHS | -4.48% | 4.83% | -9.31% |
| 6 MONTHS | -9.96% | 1.07% | -11.03% |
| 1 YEAR | -22.97% | 6.83% | -29.80% |
| 2 YEAR | 7.63% | 10.40% | -2.77% |
| 3 YEAR | 21.63% | 15.02% | 6.61% |
| 5 YEAR | 36.51% | 15.39% | 21.12% |
| SINCE INCEPTION | 19.91% | 10.35% | 9.56% |
| Year | Return |
|---|---|
| CY 2025 | -22.97% |
| Year | Return |
|---|---|
| FY 26_YTD | -0.20% |
| FY 25 | 3.23% |
Past performance is not indicative of future results. Returns are subject to market risks.
Founder
Dhiren Shah, the founder, commenced his career in the equity market as a sub-broker. Following fourteen years of comprehensive and successful engagement across various facets of the capital market, Moneybee Securities Private Limited was established. Moneybee is a burgeoning investment advisory firm presently overseeing assets for its global corporate and individual clientele.
AMC: 1%
AMC: 2%
Hurdle: 0%
Profit Sharing: 20%
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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)
