Balanced B

Value Prolific Investments and Consulting Pvt Ltd
PMS Mid & Large Cap
Benchmark
Nifty 50 TRI
Inception Date
5 July 2021
Min. Investment
₹50,00,000
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

ValPro Balanced B

Investment Objective

ValPro PMS aims to achieve superior risk-adjusted returns for its investors through a diversified portfolio. This strategy is aligned with each investor's specific risk tolerance and long-term financial objectives.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -0.30% -0.28% -0.02%
3 MONTHS 4.87% 6.17% -1.30%
6 MONTHS 3.38% 2.40% 0.98%
1 YEAR 7.53% 10.51% -2.98%
2 YEAR 11.12% 9.65% 1.47%
3 YEAR 10.84% 13.00% -2.16%
SINCE INCEPTION 3.77% 11.80% -8.03%

Calendar Year Performance

Year Return
CY 2025 7.53%
CY 2024 14.85%

Financial Year Performance

Year Return
FY 26_YTD 13.28%
FY 25 2.17%

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

Fund Managers

Anshuman Khanna

Fund Manager

Anshuman brings over two decades of diverse industry experience, having held board and senior management roles across multiple sectors including mining, financial services, oil trading, textiles, and real estate. He has provided advisory services on transactions encompassing investments, project financing, and divestitures with a combined value exceeding USD 2 billion. These transactions span industries such as education, oil & gas, power, shipping, real estate, and cement. Anshuman is also the author of "Equity.in," a publication focused on the Indian stock market. This book offers an in-depth analysis of the Indian equity landscape, including a detailed examination of company valuations within the context of India's regulatory and financial framework. Academically, Anshuman holds a B.Com (Hons) degree from Shri Ram College of Commerce, is a Chartered Accountant, and a qualified legal professional. His early career involved a tenure at a prominent Indian corporate law firm.

Portfolio Details

Portfolio Composition

Large Cap
70.41%
Mid Cap
7.69%
Small Cap
5.62%
Cash & Equivalent
0.00%

Top 5 Holdings

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Top 5 Sectors

  • Financial Services 21.91%
  • Fast Moving Consumer Goods 13.87%
  • Power 10.07%
  • Services 10.02%
  • Capital Goods 6.35%

Portfolio Characteristics

total number of stocks
N/A
top 5 stocks percent
N/A
top 5 sectors percent
62.22%
average market cap
N/A
portfolio age
4 Yrs, 5 Months
sip
Not Available
stp
Not Available

Fee Structure

Fixed Fee

AMC: 1%

Variable Fee

AMC: No Option

Hurdle: No Option

Profit Sharing: 20% Profit sharing on All Profits

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)