PMS for PFs and Special Mandates
ENAM India Equity
GOI MANDATE
Q India Value Equity Strategy - Constrained V
ICICI Prudential PMS Contra Strategy
CUSTOMISED DISCRETIONARY PORTFOLIO - EQUITY
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Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Past performance is not indicative of future returns. All returns are time-weighted (TWRR). Investments in securities markets are subject to market risks. Read all the related documents carefully before investing.
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
| Period | This strategy | S&P BSE 500 TRI | Difference |
|---|---|---|---|
| 1 Month | −1.4% | −5.6% | +4.2% |
| 3 Months | +6.0% | −3.6% | +9.6% |
| 6 Months | +29.1% | +8.1% | +21.1% |
| 1 Year | +11.8% | −2.3% | +14.1% |
|---|
| 2 Years | 0.0% | −3.9% | +3.9% |
|---|
| 3 Years (CAGR) | 0.0% | +9.2% | −9.2% |
|---|
| 4 Years (CAGR) | 0.0% | +11.2% | −11.2% |
|---|
| 5 Years (CAGR) | 0.0% | +8.9% | −8.9% |
|---|
| Since launch | +14.7% | +11.7% | +3.1% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 18-month window · Source: Computed from NAV history
Maximum drawdown: 13.5%
Cumulus Wealth’s story and investment philosophy are on the Cumulus Wealth firm page.
Duby Rex
Fund managerFounder & Fund Manager
Active equity market investor for over two decades. Former Head of Equity Research at two advisory firms and manager of a proprietary fund.
Anirudh Krishna
Founder & Principal Officer
Over 13 years of experience in financial services. Graduate of the London School of Economics. Founded his independent advisory practice in 2019 to provide comprehensive and personalized wealth advisory services focused on client engagement and tailored investment solutions.
Chandrasekar Santhosh
Head of Operations
Nandini Kishore
Compliance Officer
Registration No
INP000009214
Fund Manager
Mr.Anirudh Krishna
Principal Officer
Mr.Anirudh Krishna
Inflow
₹1.28 Cr
Outflow
₹0.02 Cr
Net
₹1.26 Cr
Not reported — complaint data for this strategy isn't available yet.
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