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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 | Nifty 50 TRI | Difference |
|---|---|---|---|
| 1 Month | −4.6% | −6.0% | +1.4% |
| 3 Months | +2.5% | −4.9% | +7.5% |
| 6 Months | +25.9% | +2.1% | +23.8% |
| 1 Year | +15.0% | −7.1% | +22.1% |
|---|
| 2 Years | +9.3% | −5.3% | +14.6% |
|---|
| 3 Years (CAGR) | +15.8% | +6.1% | +9.7% |
|---|
| 4 Years (CAGR) | +16.9% | +8.5% | +8.5% |
|---|
| 5 Years (CAGR) | +12.8% | +6.4% | +6.4% |
|---|
| Since launch | +17.0% | +10.5% | +6.5% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 67-month window · Source: Computed from NAV history
Maximum drawdown: 20.1%
Five Rivers Portfolio Managers’s story and investment philosophy are on the Five Rivers Portfolio Managers firm page.
Pankaj Chopra
Founder
The company is founded by Mr. Pankaj Chopra, CFA who has been a fund manager for the past 20 years with reputed Indian Groups like HDFC and Reliance apart from a couple of US based firms. Mr. Chopra was last the Chief Executive Officer of Reliance Wealth Management where he helped set up the third party distribution operation as well as a highly focused equities portfolio business. In his earlier roles, Mr. Chopra helped set up HDFC Mutual Fund and has acted as investment advisor to Abu Dhabi Investment Authority, Nikko Asset Management, Standard Life Investments, Invesco Asset Management and Batterymarch Financial Management, amongst others. Mr. Chopra is a Charter holder from both the CFA Institute, USA as well as the ICFAI, Hyderabad, a Masters in Finance and a Graduate in Agricultural Sciences.
Akash Rajpura
Principal Officer
Principal Officer at Five Rivers Portfolio Managers (IFSC Branch), leading investment strategies. With over 12 years of experience in financial analysis, compliance and risk management, he previously worked at S&P Global Market Intelligence as a financial analyst and held a senior role at Multi Commodity Exchange (MCX) focusing on market surveillance and regulatory compliance. Committed to disciplined, research-driven investment decisions aimed at long-term value creation.
Tushar Somany
Compliance Officer
Compliance Officer at Five Rivers Portfolio Managers (IFSC Branch) with over 28 years of experience in banking, asset management and portfolio management services. Extensive expertise in regulatory compliance, business development, operations and client relationship management. Previously held roles at HDFC Bank, IDBI Bank, ICICI Bank, HDFC Asset Management and Reliance Wealth Management. Played a key role in setting up Five Rivers and rejoined the firm in 2023.
Registration No
INP000004474
Fund Manager
Mr.Pankaj Chopra
Principal Officer
Mr.Pankaj Chopra
Inflow
₹1.97 Cr
Outflow
₹0.02 Cr
Net
₹1.95 Cr
Not reported — complaint data for this strategy isn't available yet.
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