A concentrated investment strategy featuring select, well-regarded companies acquired at attractive price points. The approach incorporates dynamic risk mitigation through hedging and a deliberate weighting towards international equities and gold.
Optimizing portfolio performance through prudent risk management.
Returns as on 2025-12-31
| Period | Strategy | Benchmark | Outperformance |
|---|---|---|---|
| 1 MONTH | 0.28% | -0.24% | 0.52% |
| 3 MONTHS | 6.65% | 5.02% | 1.63% |
| 6 MONTHS | 7.66% | 1.63% | 6.03% |
| 1 YEAR | 24.61% | 7.63% | 16.98% |
| SINCE INCEPTION | 24.33% | 8.67% | 15.66% |
| Year | Return |
|---|---|
| CY 2025 | 24.61% |
| Year | Return |
|---|---|
| FY 26_YTD | 12.47% |
Past performance is not indicative of future results. Returns are subject to market risks.
Director , Fund Manager
Ashwin Agarwal, CFA, brings over 15 years of dedicated experience in asset management, including a prior role as Fund Manager at Newberry Capital. He holds a Bachelor's degree in Economics and a certificate in Business from Indiana University, Bloomington, USA.
AMC: No Option
Hurdle: No Option
Profit Sharing: 16.67% performance fees on profits
Year 1: 0%
Year 2: 0%
Year 3: 0%
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)
