IA Insight Report
IA Insight REPORT

TRINITY

Investment Approach Details

₹2.97

(AUM CR)
   

PL Asset Management Private Ltd

BSE 500 TRI

Equity

Equity

27/03/2026

1 Months

5000000

NA

NA

NA

   

The strategy aims to generate long-term capital appreciation and superior risk adjusted returns through a diversified multi-cap equity portfolio. TRINITY follows a structured Quantamental framework that integrates quantitative factor models, fundamental research, and disciplined valuation and risk assessment. The objective is to identify and allocate capital to securities across the market spectrum i.e. large, mid, small and micro-cap universe that demonstrate superior growth visibility, sustainable quality, attractive valuations, and favourable risk characteristics across market cycles.

Fund Manager Details

Sandeep Neema

NA

SandeepNeema@plindia.com

NA

NA

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Siddharth Vora

NA

siddharthvora@plindia.com

NA

NA

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Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 30/04/2026

1.71

NA