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IA COMPARISON REPORT

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Investment Approach Wise Performance As on 31/12/2024

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360 ONE Large Value strategy PMS

25/04/2024

713.13

  • 33.31

  • 32.89

  • 109.21

  • NA

  • NA

  • NA

  • NA

  • NA

  • 109.21

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Custom portfolio 2

03/04/2019

0.96

  • 21.52

  • 30.87

  • 30.99

  • 54.89

  • 51.28

  • 19.72

  • 21.57

  • 27.43

  • 27.02

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Focused Opportunities Strategy

05/05/2014

71.20

  • 7.47

  • 3.57

  • 17.37

  • 49.74

  • 50.62

  • 35.08

  • 39.94

  • 38.54

  • 22.57

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EQUITREE EMERGING OPPORTUNITIES

28/07/2017

565.81

  • 7.20

  • 6.65

  • 18.39

  • 51.17

  • 64.77

  • 41.26

  • 49.45

  • 43.09

  • 10.64

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BONANZA AEGIS

11/05/2022

59.10

  • 7.10

  • 7.83

  • 14.95

  • 48.20

  • 48.35

  • NA

  • NA

  • NA

  • 39.63

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Bluechip High Growth Low Valuation

19/03/2024

28.06

  • 6.17

  • 4.46

  • 9.63

  • NA

  • NA

  • NA

  • NA

  • NA

  • 39.91

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Customised Mutual Fund Portfolio (A4)

02/03/2020

36.75

  • 6.16

  • 5.14

  • 9.29

  • 25.77

  • 26.94

  • 14.76

  • 15.69

  • NA

  • 15.83

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GREEN PORTFOLIO FUND OF FUNDS

13/01/2020

57.30

  • 6.07

  • 11.15

  • 28.13

  • 42.74

  • 41.13

  • 25.31

  • 19.29

  • NA

  • 21.99

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INDIA MULTI CAP - GARP

01/09/2023

8.07

  • 6.07

  • 18.33

  • 42.60

  • 67.63

  • NA

  • NA

  • NA

  • NA

  • 48.25

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BONANZA MULTICAP

05/07/2018

11.34

  • 6.01

  • 4.60

  • 10.29

  • 33.28

  • 46.68

  • 30.38

  • 39.90

  • 35.44

  • 27.23

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Girik PMS BluFIN X Equity Strategy

07/05/2024

109.68

  • 5.99

  • 3.04

  • 7.48

  • NA

  • NA

  • NA

  • NA

  • NA

  • 17.84

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Customised Portfolio Approach 12

11/11/2024

10.87

  • 5.78

  • NA

  • NA

  • NA

  • NA

  • NA

  • NA

  • NA

  • 7.15

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Multi-Asset Portfolio Bespoke (A7)

17/10/2024

0.53

  • 5.62

  • NA

  • NA

  • NA

  • NA

  • NA

  • NA

  • NA

  • 6.56

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S64 MULTICAP

30/10/2024

41.72

  • 5.38

  • NA

  • NA

  • NA

  • NA

  • NA

  • NA

  • NA

  • 1.10

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Adaptive Momentum

05/03/2019

985.13

  • 5.35

  • -3.56

  • -3.21

  • 17.35

  • 29.36

  • 17.03

  • 25.87

  • 29.12

  • 25.47

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Motilal Oswal Founders Portfolio

09/01/2023

2514.45

  • 5.08

  • 3.22

  • 18.98

  • 47.67

  • NA

  • NA

  • NA

  • NA

  • 57.09

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Alchemy Smart Alpha Small & Microcap

06/12/2023

51.56

  • 4.94

  • 1.56

  • 2.30

  • 37.01

  • NA

  • NA

  • NA

  • NA

  • 34.44

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Diversified

01/11/2018

102.08

  • 4.78

  • -4.74

  • 20.21

  • 72.00

  • 67.34

  • 43.11

  • 51.88

  • 42.41

  • 28.89

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Unicorn Portfolio

23/03/2021

503.23

  • 4.58

  • 6.43

  • 22.99

  • 27.28

  • 35.10

  • 28.45

  • NA

  • NA

  • 38.33

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Wallfort Ameya Fund

07/12/2022

76.86

  • 4.56

  • 8.59

  • 40.51

  • 43.21

  • 0.00

  • NA

  • NA

  • NA

  • 79.31

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GREEN PORTFOLIO SUPER 30 DYNAMIC FUND

23/09/2019

224.49

  • 4.50

  • 3.82

  • 21.40

  • 44.96

  • 45.24

  • 30.95

  • 50.30

  • 38.59

  • 36.16

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OPULENCE

01/12/2024

60.07

  • 4.48

  • NA

  • NA

  • NA

  • NA

  • NA

  • NA

  • NA

  • 70.54

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IME Digital Disruption

10/02/2023

10.98

  • 4.34

  • 8.71

  • 34.03

  • 66.52

  • NA

  • NA

  • NA

  • NA

  • 54.71

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Smallcap High Growth Low Valuation

09/01/2024

64.91

  • 4.34

  • 1.07

  • 3.34

  • NA

  • NA

  • NA

  • NA

  • NA

  • 30.73

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AGGRESSIVE.

08/07/2021

164.58

  • 4.29

  • 4.97

  • 16.65

  • 52.83

  • 59.43

  • 33.68

  • NA

  • NA

  • 31.73

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ACTIVEALPHAMC

13/04/2021

393.72

  • 4.22

  • 6.92

  • 9.31

  • 46.57

  • 64.67

  • 43.43

  • NA

  • NA

  • 42.51

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Trivantage Capital Small Cap Equity Portfolio

26/09/2023

9.91

  • 4.21

  • 2.49

  • 11.33

  • 24.51

  • NA

  • NA

  • NA

  • NA

  • 19.65

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Avestha Growth

01/11/2017

1247.80

  • 4.02

  • -1.51

  • 9.87

  • 27.61

  • 30.33

  • 24.62

  • 31.10

  • 27.34

  • 19.27

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ASK FINANCIAL OPPORTUNITIES PORTFOLIO STP

01/11/2019

1.74

  • 3.98

  • 0.97

  • 13.21

  • 16.42

  • 16.31

  • 10.30

  • 11.68

  • 12.24

  • 11.77

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ASK FINANCIAL OPPORTUNITIES PORTFOLIO

26/06/2018

245.34

  • 3.89

  • 0.48

  • 12.53

  • 15.80

  • 15.42

  • 9.69

  • 11.18

  • 8.79

  • 9.04

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Reverse Research

01/03/2012

2029.59

  • 3.88

  • 2.66

  • 10.22

  • 30.44

  • 44.77

  • 23.26

  • 30.26

  • 31.93

  • 25.71

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Future Stars

02/08/2021

43.52

  • 3.86

  • -1.14

  • 15.12

  • 43.87

  • 50.93

  • 32.29

  • NA

  • NA

  • 30.08

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Compound 26 Capital

13/03/2024

140.22

  • 3.85

  • 7.37

  • 22.95

  • NA

  • NA

  • NA

  • NA

  • NA

  • 61.17

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Girik BluFIN Strategy

17/01/2022

124.95

  • 3.78

  • -0.09

  • 10.94

  • 33.99

  • 45.38

  • NA

  • NA

  • NA

  • 17.87

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Alchemy Select Stock

19/12/2008

4861.34

  • 3.65

  • 3.17

  • 12.39

  • 38.47

  • 36.17

  • 20.87

  • 26.95

  • 21.62

  • 21.32

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Ambit Alpha Growth Portfolio

28/01/2021

670.30

  • 3.62

  • 3.94

  • 13.55

  • 48.55

  • 59.51

  • 30.98

  • NA

  • NA

  • 36.29

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MAS Growth

18/12/2019

161.88

  • 3.61

  • -0.84

  • 9.44

  • 37.61

  • 40.76

  • 26.77

  • 25.84