Investment Approach Wise Performance As on 31/08/2026
Sorting On
Ohm Absolute
27/03/2008
58.67
19.91
31.78
38.69
26.76
16.08
20.00
21.40
20.31
18.59
MOMENTUM 20 PMS
14/05/2024
7.54
14.46
17.98
46.12
30.12
-1.03
NA
NA
NA
3.71
IME Digital Disruption
01/10/2025
25.03
12.88
26.63
29.75
NA
NA
NA
NA
NA
16.47
Girik PMS BluFIN X Equity Strategy
07/05/2024
166.11
10.53
7.37
19.49
18.64
-3.10
NA
NA
NA
2.23
PMSAGGRESSIVE
23/10/2015
466.13
10.24
16.74
31.65
26.47
4.62
18.72
22.54
16.28
14.51
ACTIVEALPHAMC
13/04/2021
540.97
10.15
16.57
31.39
26.01
3.32
19.28
30.93
23.67
28.23
FE Securities Focused Approach
22/05/2025
46.68
10.13
7.29
16.07
-7.14
NA
NA
NA
NA
-9.84
POLARIS HUMAN PLUS MACHINE CONVERGED EQUITY STRATEGY
01/04/2026
3.18
9.44
19.23
NA
NA
NA
NA
NA
NA
23.68
Girik BluFIN Strategy
17/01/2022
143.30
9.26
17.24
25.48
21.13
1.74
16.84
20.88
NA
11.69
Fident India Builder Equity Portfolio (FIBER)
28/06/2024
27.32
8.81
19.43
39.17
24.45
9.13
NA
NA
NA
12.62
Vallum India Discovery Strategy
24/09/2020
1339.42
8.27
14.37
25.28
14.17
-0.98
11.84
16.75
13.19
20.72
WHITE TRUFFLE
03/10/2017
26.45
7.99
16.10
30.32
29.03
12.42
23.32
24.98
22.20
17.94
PMSLONG
10/11/2015
282.45
7.49
12.43
27.88
29.03
13.08
18.18
17.61
15.45
16.74
Intrinsic Series
01/09/2007
949.51
7.28
13.66
25.51
24.77
4.21
11.08
17.28
15.88
16.78
Vallum JAN Principles Approach
01/10/2025
2.97
6.91
15.28
23.82
NA
NA
NA
NA
NA
18.92
IME Concentrated Microtrends
01/10/2025
42.42
6.88
9.38
8.24
NA
NA
NA
NA
NA
13.79
Ohm Growth
01/07/2022
760.17
6.83
10.66
27.09
27.17
15.03
24.18
0.00
NA
25.87
IME Bespoke Equity
01/10/2025
5.73
6.80
9.56
6.29
NA
NA
NA
NA
NA
8.96
DMZ PARTNERS INHERITORS STRATEGY
20/03/2018
741.33
6.65
14.95
16.90
15.91
16.50
19.88
16.56
13.59
16.09
Korman Agile Strategy
01/06/2026
239.99
6.63
14.32
NA
NA
NA
NA
NA
NA
14.32
SAVVY DEFAULT
20/03/2017
958.06
6.43
22.31
43.05
23.14
0.92
18.51
28.99
23.28
24.83
Spark Absolute Return Portfolio (ARP)
03/08/2023
99.63
6.42
11.59
25.33
20.58
5.26
13.26
NA
NA
13.27
India Resurgent
04/03/2015
14.04
6.33
17.20
23.81
27.32
11.81
23.92
21.86
19.15
14.43
Dolat Quantum Leap Strategy
16/01/2026
25.44
6.28
7.86
10.96
NA
NA
NA
NA
NA
12.86
AMALTAS KEYSTONE FUND
06/12/2024
71.99
5.65
15.95
52.84
44.79
NA
NA
NA
NA
24.04
The Opportunistic
04/05/2017
10.64
5.53
12.04
22.18
29.47
11.49
26.51
24.51
18.74
10.24
Fident Guardian Select Equity
07/04/2026
29.43
5.49
10.27
NA
NA
NA
NA
NA
NA
14.30
INVESTVALUE INDIA WINNERS PORTFOLIO
02/03/2026
36.66
5.49
6.97
NA
NA
NA
NA
NA
NA
17.31
FCI LLP Opportunities
02/06/2022
38.15
5.48
11.28
13.51
1.35
2.33
13.26
18.60
NA
19.28
Impetus Value Portfolio
31/03/2017
94.12
5.11
9.11
14.44
10.29
-3.44
10.91
15.68
10.71
9.43
Apex
01/02/2023
649.81
5.10
9.18
17.39
20.93
5.39
17.01
NA
NA
19.54
ACTIVE
04/07/2012
9.72
4.70
4.88
23.67
8.92
-4.70
13.68
20.11
16.04
22.13
Bay Capital Customized Concentrated Portfolio
16/10/2024
20.48
4.68
12.82
18.01
2.10
NA
NA
NA
NA
6.53
APRICUS WEALTH STERLING EQUITY STRATEGY
02/06/2025
79.19
4.65
12.08
15.28
21.23
NA
NA
NA
NA
14.93
PREMIER
04/07/2012
4.36
4.44
5.14
22.38
6.63
-5.80
12.47
18.76
14.92
21.30
FCI LLP Wealth Builder
15/03/2021
47.84
4.42
7.02
4.79
-0.59
-0.06
11.57
18.32
13.86
15.96
Principal Value Strategy
01/04/2007
8.20
4.29
0.43
7.31
0.97
-10.87
3.55
3.96
8.99
29.79
Revelation India Opportunities Portfolio I
25/05/2023
131.25
4.28
8.65
12.35
10.13
1.96
11.45
NA
NA
15.94
Long Term Growth Stock
23/10/2007
18.73
4.27
8.23
3.95
12.61
2.09
7.13
6.68
6.71
6.99
Clockvine Growth Fund
21/02/2024
107.65
4.26
18.83
31.09
27.02
10.35
NA
NA
NA
19.17
NDPMS
14/09/2017
97.59
4.04
8.82
11.95
13.94
6.01
14.97
13.18
11.60
12.89
DRChoksey Focused Advantage
02/09/2021
20.22
3.99
10.75
7.87
0.47
-5.13
5.99
6.70
NA
5.92
PROSPERO TREE INDIA EQUITY FUND
03/03/2025
512.36
3.83
7.88
17.46
15.67
NA
NA
NA
NA
28.76
DISCOVERY
04/07/2012
19.59
3.82
4.71
23.85
9.42
-4.32
13.63
20.46
16.26
22.13
UNIQUE
04/07/2012
19.59
3.82
4.71
23.85
9.42
-4.32
13.63
20.46
16.26
22.13
RAW PEARL
04/07/2012
16.15
3.79
3.93
23.23
8.10
-4.54
13.36
20.36
16.15
22.84
MULTICAP
05/10/2021
2.43
3.76
4.21
11.66
12.54
5.39
11.42
9.71
NA
6.78
VARANIUM G2G INDIA PORTFOLIO - 00010051
20/01/2019
34.18
3.75
16.97
37.76
13.20
2.58
16.22
17.30
12.74
16.04
Girik Multicap Strategy
03/12/2009
1631.98
3.68
9.54
8.95
4.89
-0.97
14.89
17.32
12.26
19.03
ALLWEATHER
26/05/2016
85.01
3.64
0.00
0.00
9.95
0.00
0.00
0.00
0.00
0.00
Fident All-Season India Resilient Portfolio (FAIR)
18/04/2024
12.46
3.63
5.39
10.78
14.14
6.86
NA
NA
NA
13.27
Hanut Fundamental Quant
07/05/2019
42.60
3.57
2.93
13.27
19.25
6.79
19.26
17.55
12.69
18.49
ESCORP ASSET MANAGEMENT LTD
22/09/2017
25.23
3.49
1.60
10.61
14.73
9.69
8.14
14.57
25.22
20.36
MAPL Value Investing Fund
22/05/2019
471.16
3.39
4.19
21.41
21.47
8.13
18.85
23.95
21.98
30.33
Bin73 SunriseAlpha
18/11/2024
47.77
3.30
12.54
28.16
19.84
NA
NA
NA
NA
10.03
Elevate
25/04/2025
127.80
3.30
14.82
23.65
14.82
NA
NA
NA
NA
16.91
Revelation India Opportunities Portfolio II
25/05/2023
106.54
3.27
6.18
9.84
7.62
-0.34
11.26
NA
NA
15.21
FCI LLP Wealth Optimizer II
04/06/2021
20.29
3.17
1.03
-0.80
22.24
17.94
23.03
20.63
17.58
17.51
Chanakya Multi-Cap
13/08/2018
347.59
3.10
5.80
2.75
19.54
9.30
16.88
19.83
17.69
15.84
Eternity Unconstrained Core Equity approach
17/02/2026
34.91
3.04
9.27
16.81
NA
NA
NA
NA
NA
16.32
All Cap Strategy
30/08/2016
1287.34
2.94
11.18
15.35
22.13
4.80
17.61
18.68
15.53
16.91
MEHTA MULTI FOCUS STRATEGY (MMFS)
12/06/2018
205.99
2.93
8.35
10.37
12.83
4.12
13.34
16.79
15.78
15.25
Monarch Wealth Creator Fund
17/12/2025
294.13
2.85
2.46
12.32
NA
NA
NA
NA
NA
13.81
BEA India Growth Fund
21/06/2019
502.08
2.81
3.77
11.94
1.17
3.30
16.26
21.79
21.89
27.28
BEA SPECIALIZED PORTFOLIO
27/05/2019
542.72
2.56
3.75
11.97
0.21
2.35
14.74
19.79
19.82
24.30
Bay Capital India First Portfolio
27/01/2023
5.76
2.48
9.54
11.39
4.49
5.86
15.17
NA
NA
19.16
Sameeksha India Diversified Investment Strategy
18/11/2025
16.78
2.39
7.01
9.73
NA
NA
NA
NA
NA
6.44
Growth and Value
01/03/2005
81.48
2.38
5.62
4.55
5.70
0.79
13.71
12.90
8.05
13.52
SPARK ADAPTIVE ALPHA
23/06/2026
4.41
2.26
NA
NA
NA
NA
NA
NA
NA
4.89
Bay India Opportunities Portfolio
19/01/2023
82.31
2.14
8.78
7.28
-4.68
-3.25
6.16
NA
NA
11.66
OPULENCE
01/12/2024
72.71
2.12
0.73
11.48
-0.48
NA
NA
NA
NA
-7.18
Focus
15/10/2012
324.57
2.10
4.68
5.21
7.19
1.80
14.17
13.84
8.95
15.15
ALPHA COMPOUNDERS
07/11/2022
31.70
1.98
4.14
1.75
1.71
-2.39
12.94
NA
NA
13.78
Mid Cap Equity FOF
09/06/2017
2.14
1.89
6.23
6.94
8.30
2.07
15.10
16.29
14.73
14.23
GLC Growth Fund
08/12/2017
1952.41
1.81
2.02
9.83
13.53
3.70
28.65
32.98
30.15
22.72
NUCLEUS
01/06/2024
68.02
1.71
7.13
21.69
9.64
-7.47
NA
NA
NA
2.63
Alpha Value
14/03/2024
1.30
1.52
4.21
6.24
8.24
0.36
NA
NA
NA
6.47
IME Wealth Bespoke
01/10/2025
60.33
1.37
4.31
3.34
NA
NA
NA
NA
NA
0.94
East Lane Long Term Growth
18/12/2020
1098.59
1.28
10.76
11.40
15.24
4.38
14.48
14.30
11.15
15.40
Advisory Services
09/02/2018
172.22
1.14
5.11
4.81
9.44
5.38
15.95
15.48
13.85
15.71
India Portfolio Builder
01/01/2016
8.59
1.13
6.68
5.44
8.85
3.37
9.94
12.39
12.16
10.16
Chatur Amrit Kaal Fund
16/01/2026
136.99
1.06
5.68
4.58
NA
NA
NA
NA
NA
7.28
Maximal Pathfinder Value Fund
18/05/2022
202.67
1.05
9.67
10.77
14.08
2.50
15.75
24.45
NA
25.14
DRChoksey Alpha Invest
21/03/2007
84.07
0.97
6.95
6.33
-0.99
-6.62
6.26
6.90
6.47
5.18
LEAPFROG
14/12/2023
48.06
0.95
7.78
17.67
8.22
-12.63
NA
NA
NA
2.50
GAUVIK WEALTH MANAGEMENT LLP - THE SUMERU STRATEGY
19/06/2026
91.53
0.89
NA
NA
NA
NA
NA
NA
NA
-0.92
Health Care
01/06/2017
12.75
0.77
1.26
7.86
2.65
3.80
8.91
11.03
8.69
13.53
Avestha Growth
01/11/2017
1523.05
0.64
11.28
21.51
15.87
5.99
14.38
17.72
17.96
16.82
Multicap
04/04/2007
65.06
0.53
4.46
8.20
10.87
0.20
16.09
17.73
14.49
9.93
R Wadiwala Ethical Portfolio - PMS
06/11/2019
13.49
0.43
5.67
3.38
-0.28
-5.38
8.63
11.29
11.10
14.42
Diversified
06/09/2018
4.23
0.41
2.85
3.57
6.68
2.30
13.38
25.81
21.34
20.03
Bluechip Equity FOF
07/06/2017
7.33
0.38
3.74
0.53
6.04
1.45
11.02
12.67
11.01
11.98
Moats and Special Situations Portfolio
27/01/2011
696.08
0.30
0.96
-0.34
-1.06
0.96
10.55
11.58
10.30
13.75
MAJESTIC
11/03/2024
13.61
0.25
8.88
22.96
9.29
-4.70
NA
NA
NA
10.28
AIAlpha Bluechip Equity Portfolio
07/08/2025
22.51
0.24
2.45
-2.59
2.10
NA
NA
NA
NA
0.22
Emerging Corporates India Portfolio
28/04/2017
178.52
0.22
3.98
13.22
18.55
12.86
16.78
13.11
10.62
14.44
Avendus Olivo Core Equity Portfolio
29/07/2020
173.59
0.17
1.71
-0.88
-2.91
-6.23
9.00
13.01
9.07
14.52
AIAlpha Dynamic Equity Portfolio
28/08/2025
9.80
0.05
3.75
-1.60
3.57
NA
NA
NA
NA
3.42
Mid & Small cap & Special Situations Portfolio
21/05/2015
238.07
0.05
2.32
8.71
7.51
3.60
10.78
17.05
17.18
16.23
Allegro - High Growth
31/07/2010
8.62
0.01
8.39
12.39
3.66
4.73
11.25
13.29
9.93
11.71
Value Investing
19/03/2003
1206.83
0.01
9.45
14.94
-9.89
-17.43
-5.26
6.13
6.26
17.61
Bay Capital PBH
07/08/2025
83.83
0.00
-0.34
-0.68
-1.02
NA
NA
NA
NA
-0.95
Concentrated Portfolio Approach
13/09/2024
0.00
0.00
0.00
0.00
-0.11
NA
NA
NA
NA
-1.99
STRUCTERED PRODUCT SERIES VIII
26/04/2013
1.87
0.00
0.00
0.00
0.00
0.28
0.56
0.61
0.49
0.08
STRUCTURED PRODUCT SERIES I
12/03/2010
0.01
0.00
0.61
1.22
2.47
2.68
2.77
2.82
-109.76
-150.59
STRUCTURED PRODUCT SERIES IX
08/01/2019
1.32
0.00
-0.51
-1.02
-2.05
-2.05
-2.05
-2.05
-2.04
-1.55
GL Alpha Fund
13/02/2020
72.89
-0.10
-1.43
6.51
15.14
3.73
23.23
25.70
23.21
29.55
ALPHA STAR
06/01/2014
11.54
-0.14
3.24
4.69
-0.09
-5.70
5.09
4.09
3.52
11.57
Avendus Margin Of Safety
20/01/2025
311.73
-0.14
-0.29
-3.36
-6.66
NA
NA
NA
NA
-3.08
MIDCAP
14/05/2021
4.21
-0.22
3.36
8.59
1.40
1.09
11.84
8.63
6.21
7.85
AMSEC LIFE
09/06/2015
14.90
-0.26
4.29
-1.03
-4.76
-9.95
2.78
2.79
2.81
8.10
ALLEGRO SIGNATURE
15/01/2026
71.68
-0.34
1.05
1.19
NA
NA
NA
NA
NA
1.07
Sameeksha India Equity Fund
01/04/2016
1331.97
-0.38
9.15
11.48
7.29
4.24
16.29
21.63
16.46
20.67
BLUECHIP
18/07/2018
276.71
-0.45
3.35
-3.96
-4.59
-5.34
6.53
7.52
6.28
8.83
SPARK INDIA@75 CORE AND SATELLITE STRATEGY
20/06/2019
265.12
-0.58
-1.86
-7.12
0.89
-5.18
8.72
12.87
12.45
16.65
Unicorn Portfolio
23/03/2021
489.14
-0.58
8.30
9.39
-10.61
-3.71
5.83
12.85
17.96
21.45
FOCUSSED MULTICAP
31/12/2019
21.75
-0.61
4.53
4.43
1.77
-2.62
8.71
7.18
7.00
12.96
SPARK INDIA 75 ACTIVE ALPHA STRATEGY
29/07/2023
204.16
-0.65
-1.90
-7.20
1.58
-4.22
9.59
NA
NA
8.94
Sankhya India Portfolio
17/10/2017
4.97
-0.71
1.15
3.68
5.14
-3.76
9.21
10.20
8.86
13.11
ALL WEATHER.
26/12/2019
13.05
-0.74
-1.84
-4.70
-2.40
-5.26
15.43
16.06
11.64
13.62
R. Wadiwala Ingenious Equity Portfolio-Ingenious
18/05/2011
10.17
-0.81
1.92
-2.34
-3.09
0.00
0.00
0.00
0.00
0.64
Wealth First Nifty 100 Index Strategy
04/07/2025
13.66
-0.85
3.10
-2.00
-0.91
NA
NA
NA
NA
-3.00
SPARK INDIA@75 FLEXICAP STRATEGY
07/02/2019
458.18
-0.91
-0.71
-6.35
3.05
-2.69
10.74
13.74
13.00
14.74
THE HERON
03/02/2025
16.24
-0.91
6.48
9.43
2.15
NA
NA
NA
NA
7.94
NS Multicap Advised Model Portfolio - PMS-Shreyas PMS
17/04/2019
46.73
-0.98
4.60
-0.19
4.90
-0.26
8.26
8.49
6.93
11.37
Multicap PMS Series/1/2025
21/08/2025
17.30
-0.99
-1.69
3.57
6.47
NA
NA
NA
NA
4.93
R Wadiwala Agile PE Ratio Portfolio - Master
23/07/2012
3.73
-1.08
1.90
-2.65
-7.09
-11.72
9.37
9.00
7.79
9.64
ALMONDZ AIM MULTICAP INVESTMENT APPROACH
07/11/2024
7.81
-1.09
2.72
4.49
1.29
NA
NA
NA
NA
-6.42
Long Horizon Fund
10/11/2025
107.21
-1.33
6.73
6.56
NA
NA
NA
NA
NA
5.12
EQUITY DEBT HYBRID
02/03/2021
45.59
-1.41
2.93
-1.89
-1.71
-4.90
14.33
14.33
13.36
22.84
India Super Focus
01/01/2016
0.91
-1.68
-0.48
14.67
9.04
0.43
14.07
18.68
17.98
9.57
HIGH RISER
09/09/2014
21.52
-1.86
2.04
20.70
11.86
0.91
13.35
18.79
15.35
18.93
KINETIC
31/01/2017
87.50
-1.88
5.51
27.14
16.93
-0.12
16.15
28.57
24.44
22.57
Incredible India
04/07/2016
131.70
-1.94
-0.38
14.45
7.70
0.17
14.19
18.31
19.96
13.65
The Great India Opportunity
01/01/2016
1.61
-1.98
-1.14
14.20
7.06
-0.55
11.64
16.76
19.02
10.74
QUANTFIN GROWTH
22/06/2016
3.45
-1.99
1.18
-3.72
0.38
-2.82
8.48
8.47
6.32
10.21
Arth Long Term Owner's Approach
01/04/2024
43.57
-2.81
5.09
14.63
11.68
-6.63
NA
NA
NA
5.49
IMPERIAL INDIA FOCUSED EQUITY
13/02/2015
30.40
-3.18
6.60
24.00
15.36
-2.96
13.18
19.23
15.57
14.75
JEWEL
18/02/2016
40.91
-3.18
0.09
12.74
-0.94
-11.05
7.85
19.86
15.49
14.03
GROWTH
16/05/2014
21.52
-3.67
3.86
21.31
14.77
-0.83
12.31
18.00
14.55
19.44
Alpha Multi Asset.
01/01/2024
1.86
-4.17
-3.50
-4.05
0.00
-13.35
NA
NA
NA
-5.83
AMALTAS STRATEGIC OPPORTUNITIES SERIES I
29/07/2025
8.74
-4.23
18.49
27.28
43.55
NA
NA
NA
NA
38.04
India Growth
20/06/2019
33.18
-5.12
2.87
10.94
14.16
2.57
7.74
6.32
3.22
10.15
Alpha Portfolio
18/09/2014
9.41
-6.27
9.36
-1.04
3.62
137.70
110.26
91.50
69.83
22.63
Core Value Strategy
01/04/2007
9.24
-6.65
-21.99
-19.27
-18.98
-14.56
0.21
0.71
0.99
11.27
ALPHA GROWTH
24/08/2026
8.74
NA
NA
NA
NA
NA
NA
NA
NA
2.13