A high-growth PMS portfolio focusing on structural India growth themes: Financialization, Manufacturing/Make in India, Urbanization, and Tech Services.
Capitalizing on the shift from physical to financial savings. Focus on NBFCs, market infra, private banks.
Benefiting from the growing urban middle class. Consumer discretionary, jewelry, and modern real estate.
Riding the structural manufacturing wave in EMS, auto components, capital goods, and defense.
Leveraging India's dominance in global technology services and the rising digital ecosystem.
Over Time (Rebased to 100)
Strong alpha generation over BSE 500 TRI benchmark across multiple horizons.
Disclaimer: Past performance may or may not be sustained in the future. Returns are calculated on a Time-Weighted Rate of Return (TWRR) basis. Investments are subject to market risks.