Metamorphosis Fund

Sincere Syndication And Corporate Services LLP
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
5 May 2023
Min. Investment
₹50,00,000
AUM (Cr.)
₹341.67
SIP Available
Yes
STP Available
Yes

Investment Strategy

Investment Approach

Our investment philosophy centers on identifying fundamentally sound companies trading below their intrinsic worth, characterized by limited analyst coverage and low institutional ownership. This strategy facilitates the construction of a focused portfolio of growth-oriented businesses. We prioritize top-line revenue expansion and margin enhancement, alongside improvements in Return on Equity (ROE) and Return on Invested Capital (ROIC). When evaluating investment opportunities, emphasis is also placed on factors such as robust management teams, scalable business models, demonstrable pricing power, enduring competitive advantages, and strong brand recognition.

Investment Objective

Our investment strategy is designed to identify equities with significant growth potential, aiming to deliver substantial long-term capital appreciation for investors. We construct portfolios of equity and equity-related securities without adhering to any specific market capitalization constraints.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -0.87% -0.24% -0.63%
3 MONTHS 3.96% 5.02% -1.06%
6 MONTHS -0.12% 1.63% -1.75%
1 YEAR -5.92% 7.63% -13.55%
2 YEAR 7.24% 11.64% -4.40%
SINCE INCEPTION 12.57% 18.73% -6.16%

Calendar Year Performance

Year Return
CY 2025 -5.92%
CY 2024 22.25%

Financial Year Performance

Year Return
FY 26_YTD 14.00%
FY 25 -2.39%

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

Fund Managers

Mr. Sivaramakrishnan, Co-Founder of Sincere Syndication Group, is a Chartered Accountant possessing over twenty years of extensive expertise in investment management, portfolio counsel, corporate finance, and adherence to regulatory mandates. His professional journey includes significant leadership positions across India and Southeast Asia, encompassing various industries such as fund administration, private equity, financial services, capital markets, energy, and retail. With more than two decades of direct investment engagement in the Indian and US capital markets, he offers a profound comprehension of global investment dynamics and asset allocation methodologies. Previously, he held the position of Principal Officer at a SEBI-registered Investment Adviser entity. In this capacity, his responsibilities included the development of investment portfolios, provision of investment advice, management of regulatory filings, and comprehensive compliance management within the SEBI regulatory architecture. Mr. Sivaramakrishnan's practical experience in SEBI-regulated advisory functions, coupled with his substantial market acumen, equips him effectively to guide a Portfolio Management Services (PMS) platform. His professional accomplishments highlight his proficiency in business transformation, corporate governance, team oversight, and an unwavering dedication to safeguarding investor interests and upholding fiduciary duties. At Sincere Syndication, he is presently directing the investment strategy and portfolio management operations, integrating his regulatory insights with a structured, research-centric investment methodology.

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
N/A
top 5 stocks percent
N/A
top 5 sectors percent
N/A
average market cap
N/A
portfolio age
2 Yrs, 7 Months
sip
Available
stp
Available

Fee Structure

Fixed Fee

AMC: 2.25%

Variable Fee

AMC: 1.3%

Hurdle: 10%

Profit Sharing: 20%

Exit Load

Year 1: 3%

Year 2: 2%

Year 3: 1%

Interested in ?

Get in touch with our partner to learn more about 's portfolio management services and how they align with your investment goals.

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)