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
© 2026 Wisefolio. Legal and disclaimers
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 | −3.4% | −5.6% | +2.1% |
| 3 Months | +3.5% | −3.6% | +7.1% |
| 6 Months | +32.2% | +8.1% | +24.2% |
| 1 Year | +5.6% | −2.3% | +7.9% |
|---|
| 2 Years | −1.0% | −3.9% | +3.0% |
|---|
| 3 Years (CAGR) | +11.5% | +9.2% | +2.3% |
|---|
| 4 Years (CAGR) | 0.0% | +11.2% | −11.2% |
|---|
| 5 Years (CAGR) | 0.0% | +8.9% | −8.9% |
|---|
| Since launch | +16.2% | +11.7% | +4.6% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 41-month window · Source: Computed from NAV history
Maximum drawdown: 25.7%
Stalwart Value’s story and investment philosophy are on the Stalwart Value firm page.
Jatin Khemani, CFA
Managing Partner & CIO
Jatin is the Founder, Managing Partner & Chief Investment Officer, with extensive experience in investment analysis and portfolio management. He leads research and investment strategy at Stalwart Investment Advisors LLP. :contentReference[oaicite:2]{index=2}
Manish Chopra, CFA
Head of research & Partner
Hemant Khemani
Chief technical officer
Registration No
INP000007757
Fund Manager
Mr.Manish Chopra
Principal Officer
Mr.Manish Chopra
Inflow
₹11.10 Cr
Outflow
₹0.05 Cr
Net
₹11.05 Cr
Not reported — complaint data for this strategy isn't available yet.
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