Growth of 10,000

Returns

Asset Allocation

Asset Class Net Short Long Cat. Index
Equity 94.64 0.00 94.64 95.68 –
Fixed Income 0.00 0.00 0.00 0.06 –
Preferred 0.00 0.00 0.00 0.00 –
Convertible 0.00 0.00 0.00 0.00 –
Cash 3.97 0.00 3.97 4.72 –
Other 1.40 0.00 1.40 0.19 –
Investment as of Mar 31, 2025 | Category: Equity - Other as of Mar 31, 2025 | Source: Holdings-based calculations.

Stock Style

People

Inception Date
Aug 16, 2024
Number of Managers
1
Longest Tenure
0.8 Years
Average Tenure
0.8 Years
Advisor(s)
PNB MetLife India Insurance Company Limited

Management Team

Ankur Kulshrestha
Aug 16, 2024 –Present

Manager Timeline

  • Male
  • Female
  • Non-Binary
  • Not Disclosed
  • Not Available

Morningstar Risk & Return

Risk vs. Category
Return vs. Category

Holdings

Portfolio Holdings
# Long
# Short
Equity Holding
80 0
Bond Holding
0 0
Other Holding
6 0
Total Holding
86 0
Equity Holdings
80
Bond Holdings
0
Other Holdings
6
Total Holdings
86
% Assets in Top 10 Holdings
36
Reported Turnover %
—
As of —
Women Directors %
19
Women Executives %
8
Holdings
% Portfolio Weight
First Bought
Market Value as of Mar 31, 2025
Cur Currency
Share Change %
1-Year Return
Forward P/E
Equity Star Rating
Economic Moat
ESG Risk Rating Assessment
Sector
Reliance Industries Ltd
7.12 Aug 31, 2024 267,550,408
INR Indian Rupee
-0.86 — Momentum — — Energy
Sun Pharmaceuticals Industries Ltd
5.05 Aug 31, 2024 189,635,669
INR Indian Rupee
17.77 — — — Healthcare
Mahindra & Mahindra Ltd
4.69 Aug 31, 2024 176,425,310
INR Indian Rupee
35.73 24.88 — — Consumer Cyclical
Vedanta Ltd
3.19 Aug 31, 2024 119,799,095
INR Indian Rupee
14.38 — — — Basic Materials
JSW Steel Ltd
2.95 Aug 31, 2024 111,045,924
INR Indian Rupee
15.69 — — — Basic Materials
Maruti Suzuki India Ltd
2.90 Aug 31, 2024 109,034,105
INR Indian Rupee
-1.04 23.04 — — Consumer Cyclical
Bharat Electronics Ltd
2.89 Aug 31, 2024 108,502,017
INR Indian Rupee
40.65 — — — Industrials
Divi's Laboratories Ltd
2.34 Aug 31, 2024 88,052,511
INR Indian Rupee
59.78 — — — Healthcare
Hindustan Aeronautics Ltd Ordinary Shares
2.11 Aug 31, 2024 79,191,920
INR Indian Rupee
18.01 — — — Industrials
Bharat Petroleum Corp Ltd
2.04 Nov 30, 2024 76,606,819
INR Indian Rupee
8.80 — — — Energy
Holdings as of Mar 31, 2025 | The top 86 largest holdings are available for display across Equity, Bond and Other.

STOCKS
MUTUAL FUNDS
ADITYABIRLAAXISBajajBANDHANBARODABNPBOICANARADSPEDELWEISSFRANKLINTEMPLETONGROWWHDFCHELIOSHSBCICICIIIFLINVESCOITIJMKOTAKLICMahindraManulifeMIRAEMOTILALNAVINipponNJOldBridgePGIMPPFASQUANTQUANTUMSAMCOSBISHRIRAMSUNDARAMTATATAURUSTrustUNIONUTIWhiteOakZERODHA
INSURANCE FUNDS
ABSLAEGONAGEASFEDERALAVIVABAJAJALLIANZBHARTIAXACANARAHSBCORIENTBANKEDELWEISSTOKIOEXIDEFUTUREGENERALIHDFCICICIPRUDENTIALINDIAFIRSTKOTAKMAHINDRALICMAXLIFEPNBMETLIFEPRAMERICARELIANCENIPPONSAHARASBISHRIRAMSTARUNIONDAI-ICHITATAAIA

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