“We have 2 strategies–core-equity (a multi-cap investment approach) and Phoenix (a small and midcap approach). Currently our AUM is approximately Rs 145 crore. For YTD FY23, our Core Equity portfolio has delivered a return of 10.9% vs Nifty 500’s return of 3.6%. our Phoenix portfolio delivered a return of 6.9% vs -0.74% for Nifty Smallcap 250 index.”
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