IA Compare
IA COMPARISON REPORT

*
   Discretionary      Non Discretionary   
*

Investment Approach Wise Performance As on 30/04/2024

Sorting On

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InCred Small and Midcap Portfolio

24/05/2021

133.27

  • 19.91

  • 8.81

  • 19.24

  • 50.19

  • 31.69

  • NA

  • NA

  • NA

  • 18.92


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Prithvi Balance portfolio

11/07/2023

113.59

  • 19.34

  • 15.90

  • 43.55

  • NA

  • NA

  • NA

  • NA

  • NA

  • 58.45


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Diversified

01/11/2018

40.04

  • 19.13

  • 8.27

  • 30.02

  • 103.29

  • 41.41

  • 39.72

  • 54.59

  • 24.16

  • 24.39


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Core Value

01/04/2007

84.65

  • 18.93

  • 13.57

  • 42.47

  • 72.33

  • 19.92

  • 31.15

  • 43.51

  • 23.66

  • 14.93


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TULSIANMMOP

01/02/2024

11.15

  • 18.69

  • 14.41

  • NA

  • NA

  • NA

  • NA

  • NA

  • NA

  • 14.41


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SAHASRAR CONCENTRATED GROWTH PORTFOLIO

20/06/2022

891.35

  • 18.08

  • 16.24

  • 28.42

  • 57.98

  • NA

  • NA

  • NA

  • NA

  • 21.30


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GLC Growth Fund

08/12/2017

539.42

  • 17.67

  • 20.60

  • 57.20

  • 128.02

  • 68.46

  • 60.71

  • 69.73

  • 42.84

  • 27.87


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NAFA NEW & CLEAN TECH

13/09/2021

11.71

  • 17.13

  • 21.13

  • 48.66

  • 76.56

  • 39.22

  • NA

  • NA

  • NA

  • 39.12


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InCred Multicap Portfolio

18/02/2021

139.27

  • 16.78

  • 10.20

  • 23.23

  • 59.13

  • 29.26

  • 21.91

  • NA

  • NA

  • 20.29


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KRIIS PORTFOLIO PRIVATE LIMITED

09/05/2019

120.74

  • 16.77

  • 18.20

  • 28.08

  • 57.31

  • 26.52

  • 24.80

  • 34.60

  • NA

  • 25.26


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Principal Fund

01/04/2007

11.44

  • 16.73

  • 2.75

  • 15.71

  • 47.89

  • 14.28

  • 29.22

  • 34.86

  • 20.09

  • 35.27


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Profit Mantra

10/08/2021

18.49

  • 16.33

  • 31.49

  • 45.49

  • 87.41

  • 39.29

  • NA

  • NA

  • NA

  • 33.19


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Alchemy Smart Alpha Small cap

06/12/2023

17.31

  • 16.20

  • 7.53

  • NA

  • NA

  • NA

  • NA

  • NA

  • NA

  • 23.17


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CENTRUM MICROCAP PORTFOLIO

08/07/2016

13.20

  • 15.99

  • 9.53

  • 25.32

  • 48.94

  • 29.73

  • 28.76

  • 45.04

  • 28.82

  • 19.31


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CENTRUM FLEXICAP PORTFOLIO - T - NRI

05/01/2022

1.45

  • 15.77

  • 16.66

  • 30.48

  • 49.33

  • 19.17

  • NA

  • NA

  • NA

  • 15.77


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LEAPFROG

14/12/2023

53.57

  • 15.76

  • -2.11

  • NA

  • NA

  • NA

  • NA

  • NA

  • NA

  • 41.31


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Aggressive Long Term Capital Appreciation

12/11/2012

133.87

  • 15.67

  • 11.84

  • 30.94

  • 60.57

  • 45.72

  • 32.04

  • 32.89

  • 22.33

  • 13.57


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Sowilo Target Agressive Scheme

23/06/2023

42.10

  • 15.46

  • 8.37

  • 28.43

  • NA

  • NA

  • NA

  • NA

  • NA

  • 40.35


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MONEYGROW SMALL MIDCAP

11/12/2023

87.36

  • 15.28

  • 10.00

  • NA

  • NA

  • NA

  • NA

  • NA

  • NA

  • 17.30


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ACTIVEALPHAMC

13/04/2021

236.30

  • 15.25

  • 14.63

  • 38.13

  • 113.49

  • 58.85

  • 44.44

  • NA

  • NA

  • 45.47


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InCred Select Opportunities Portfolio

04/03/2022

158.62

  • 15.08

  • 4.44

  • 16.27

  • 55.86

  • 30.32

  • NA

  • NA

  • NA

  • 29.05


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Dynamo

31/12/2016

7.70

  • 14.81

  • 4.81

  • 34.55

  • 81.80

  • 37.91

  • 33.86

  • 46.25

  • 31.29

  • 26.28


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White Pine India Emerging Stars Approach

20/05/2022

224.10

  • 14.76

  • 7.25

  • 32.66

  • 104.86

  • NA

  • NA

  • NA

  • NA

  • 61.89


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EQUITREE EMERGING OPPORTUNITIES

28/07/2017

273.21

  • 14.71

  • 0.52

  • 23.98

  • 93.48

  • 39.53

  • 39.44

  • 53.80

  • 22.43

  • 6.29


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Banyan Yield Plus

01/04/2021

86.14

  • 14.45

  • 5.89

  • 27.82

  • 58.61

  • 36.90

  • 30.90

  • NA

  • NA

  • 32.96


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Negen Capital Services Private Limited

26/04/2017

854.59

  • 14.24

  • 4.19

  • 26.41

  • 66.02

  • 27.61

  • 33.40

  • 58.86

  • 31.87

  • 19.38


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CENTRUM STRING OF PEARLS DVIII

10/02/2015

22.85

  • 14.11

  • 11.17

  • 23.38

  • 49.95

  • 16.57

  • 19.89

  • 35.72

  • 26.09

  • 15.88


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ALGROW

25/11/2020

9.47

  • 14.07

  • 5.56

  • 19.62

  • 35.82

  • 14.52

  • 18.69

  • NA

  • NA

  • 18.42


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ALPHABETS

22/06/2016

19.74

  • 14.04

  • 2.95

  • 32.86

  • 58.69

  • 29.63

  • 25.08

  • 22.28

  • 16.70

  • 14.49


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CENTRUM STRING OF PEARLS DVIII NRI

18/02/2015

0.72

  • 13.97

  • 11.49

  • 24.24

  • 51.19

  • 17.41

  • 21.05

  • 36.68

  • 27.08

  • 16.49


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SEERS ENDURING PORTFOLIO

13/05/2017

326.74

  • 13.86

  • 24.56

  • 53.75

  • 125.24

  • 58.83

  • 67.55

  • 78.40

  • 43.68

  • 29.49


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Optimiser Mid & small Cap

25/11/2021

8.45

  • 13.82

  • 2.00

  • 43.02

  • 101.80

  • 42.78

  • NA

  • NA

  • NA

  • 36.41


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CENTRUM GOOD TO GREAT PORTFOLIO

03/06/2019

160.39

  • 13.72

  • 10.35

  • 23.24

  • 49.54

  • 16.40

  • 20.71

  • 35.21

  • NA

  • 24.38


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CENTRUM DEEP VALUE IV

10/12/2015

36.30

  • 13.68

  • 11.53

  • 24.23

  • 51.37

  • 16.98

  • 19.95

  • 35.33

  • 26.20

  • 18.36


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Nirmal Bang Equity Multi Cap

30/10/2023

134.76

  • 13.65

  • 11.53

  • 39.76

  • NA

  • NA

  • NA

  • NA

  • NA

  • 38.43


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Ambit Build India Portfolio

15/01/2024

22.67

  • 13.45

  • 15.51

  • NA

  • NA

  • NA

  • NA

  • NA

  • NA

  • 18.46


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DIVERSIFIED LONG TERM VALUE

02/07/2019

655.14

  • 13.24

  • 1.91

  • 19.40

  • 62.36

  • 40.80

  • 60.33

  • 93.92

  • NA

  • 63.41


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CENTRUM DEEP VALUE MULTIBAGGER NRI

06/03/2012

3.78

  • 13.23

  • 8.02

  • 17.95

  • 44.87

  • 14.31

  • 19.65

  • 33.69

  • 22.60

  • 17.34


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Banyan India Portfolio

24/04/2012

328.85

  • 13.18

  • 3.19

  • 20.32

  • 58.86

  • 33.25

  • 37.37

  • 58.47

  • 32.59

  • 19.63


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CENTRUM GOOD TO GREAT - T

18/02/2020

132.77

  • 13.15

  • 10.58

  • 22.80

  • 48.25

  • 16.49

  • 19.89

  • 28.90

  • NA

  • 25.90


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Electrum Customised Portfolio

04/12/2020

84.22

  • 12.97

  • 6.81

  • 18.69

  • 60.67

  • 28.55

  • 40.25

  • NA

  • NA

  • 44.73


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SilverArch India Equity Portfolio

04/09/2017

39.26

  • 12.90

  • 8.97

  • 35.85

  • 78.55

  • 31.72

  • 27.51

  • 31.43

  • 20.80

  • 14.90


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CENTRUM GOOD TO GREAT - T - NRI

27/11/2020

12.66

  • 12.89

  • 10.45

  • 23.02

  • 50.11

  • 17.70

  • 21.28

  • NA

  • NA

  • 21.06


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CENTRUM GOOD TO GREAT NRI

14/08/2019

13.63

  • 12.78

  • 9.19

  • 21.31

  • 45.96

  • 15.09

  • 18.94

  • 30.26

  • NA

  • 21.97


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MAPL Value Investing Fund

22/05/2019

203.13

  • 12.76

  • -1.20

  • 23.71

  • 63.07

  • 28.51

  • 43.35

  • 60.01

  • NA

  • 38.75


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CENTRUM DEEP VALUE MULTIBAGGER PORTFOLIO

23/02/2012

5.60

  • 12.74

  • 10.50

  • 21.93

  • 46.42

  • 15.72

  • 19.88

  • 37.73

  • 26.17

  • 19.59


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GREEN PORTFOLIO SPECIAL FUND

12/07/2018

298.22

  • 12.61

  • 3.24

  • 24.96

  • 50.26

  • 22.10

  • 26.03

  • 36.05

  • 28.41

  • 27.57


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BONANZA MULTICAP

05/07/2018

6.81

  • 12.51

  • -1.74

  • 24.02

  • 80.94

  • 34.95

  • 34.96

  • 51.03

  • 32.29

  • 26.72


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KINETIC

31/01/2017

72.24

  • 12.45

  • -0.22

  • 13.61

  • 95.83

  • 50.85

  • 46.60

  • 63.20

  • 34.41

  • 20.37


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SAVVY DEFAULT

20/03/2017

661.26

  • 12.43

  • 4.79

  • 28.40

  • 86.03

  • 38.15

  • 39.62

  • 73.80

  • 42.59

  • 29.31


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GREEN PORTFOLIO MNC ADVANTAGE FUND

23/09/2019

17.36

  • 12.39

  • 2.67

  • 20.66

  • 48.17

  • 31.44

  • 30.81

  • 37.75

  • NA

  • 28.70


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SilverArch India Mid & Small Cap Equity Portfolio

05/02/2018

0.65

  • 12.39

  • 5.78

  • 28.13

  • 73.87

  • 32.75

  • 27.60

  • 36.23

  • 20.06

  • 13.80


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EMERGING TITANS

29/05/2023

6.83

  • 12.35

  • 11.37

  • 25.95

  • NA

  • NA

  • NA

  • NA

  • NA

  • 40.54


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Sohum India Focus 10 Investment Approach

04/10/2023

2.62

  • 12.32

  • 18.34

  • 34.23

  • NA

  • NA

  • NA

  • NA

  • NA

  • 31.27


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MAS Growth

18/12/2019

111.61

  • 12.30

  • 0.98

  • 23.47

  • 60.21

  • 27.90

  • 21.88

  • 36.69

  • NA

  • 30.47


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PREMIER

04/07/2012

5.11

  • 12.20

  • 6.64

  • 32.48

  • 74.44

  • 38.46

  • 32.97

  • 49.54

  • 30.66

  • 25.67


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GREEN PORTFOLIO SUPER 30 DYNAMIC FUND

23/09/2019

131.86

  • 12.02

  • -3.03

  • 14.86

  • 44.67

  • 25.90

  • 55.75

  • 43.63

  • NA

  • 33.46


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SHADE VALUE FUND

23/02/2012

73.91

  • 12.01

  • 5.85

  • 30.11

  • 68.34

  • 25.16

  • 18.75

  • 33.25

  • 19.23

  • 18.52