Research Select Equity
Investment Strategy
Investment Approach
The investment approach focuses on constructing a portfolio comprising the Research Team's highest-conviction investment selections. This methodology transcends predefined sector or industry allocations. Furthermore, it deliberately avoids any top-down biases, such as prioritizing growth, value, or contrarian strategies, and also eschews thematic preferences like domestic versus export-oriented businesses, defensive versus cyclical industries, or predetermined market capitalization ranges.
Investment Objective
The investment approach centers on constructing a portfolio comprised of the Research Team's highest-conviction investment recommendations. These selections will span across various sectors and industries. The strategy consciously avoids pre-determined sector allocations based on growth, value, or contrarian characteristics, nor does it impose thematic preferences such as domestic versus export-oriented businesses, defensive versus cyclical industries, or specific market capitalization ranges.
Performance Returns
Returns as on 2025-12-31
Trailing Returns
| Period | Strategy | Benchmark | Outperformance |
|---|---|---|---|
| 1 MONTH | -1.98% | -0.24% | -1.74% |
| 3 MONTHS | 2.89% | 5.02% | -2.13% |
| 6 MONTHS | -0.93% | 1.63% | -2.56% |
| 1 YEAR | 5.56% | 7.63% | -2.07% |
| SINCE INCEPTION | 9.27% | 8.52% | 0.75% |
Calendar Year Performance
| Year | Return |
|---|---|
| CY 2025 | 5.56% |
Financial Year Performance
| Year | Return |
|---|---|
| FY 26_YTD | 10.31% |
| FY 25_YTD | 23.59% |
Past performance is not indicative of future results. Returns are subject to market risks.
Portfolio Details
Portfolio Composition
Top 5 Holdings
- ICICI Bank Ltd 7.88%
- HDFC Bank Ltd 7.78%
- Reliance Industries Ltd 4.38%
- State Bank of India Ltd 4.26%
- Bajaj Finserv Ltd 3.96%
Top 5 Sectors
- Financial Services 30.79%
- Industrials 11.79%
- Consumer Discretionary 10.89%
- Information Technology 10.78%
- Health Care 7.07%
Portfolio Characteristics
Fee Structure
Fixed Fee
AMC: 2.5%
Variable Fee
AMC: 1.5%
Hurdle: %
Profit Sharing: 20%
Exit Load
Year 1: 0%
Year 2: 0%
Year 3: 0%
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)