SohanLal Asset Mangement

PMS/AIF Performance Highlights – October 2025

Looking for investment opportunities? Here's a snapshot of top-performing Portfolio Management Services (PMS) and Alternative Investment Funds (AIFs) across equity, debt, hybrid, and long-short strategies:

Equity PMS

Ambit Coffee Can Portfolio: 3Y (11.6%), 5Y (15.3%), SI (14.6%)
ICICI Prudential Largecap: 3Y (21.8%), 5Y (25.0%), SI (16.5%)
Stallion Asset Core Fund: 3Y (37.8%), SI (29.7%)
AIF Equity

Kotak Iconic Fund II: 1Y (3.9%), SI (4.5%)
Carnelian Bharat Amritkaal Fund: 1Y (6.7%), SI (13.4%)
Buoyant Capital Opportunities Strategy: 1Y (13.8%), SI (23.0%)
Debt PMS & AIF

Neo Yield Enhancer PMS: 1Y (12.93%), SI (12.74%)
Northern Arc Money Market Alpha Fund: 1Y (8.69%), SI (8.79%)
Vivriti Short Term Debt Fund: Target Yield: 13.5%-14%
Hybrid AIF

Kotak Optimus Fund (Aggressive): SI (9%)
Kotak Optimus Fund (Moderate): SI (8%)
Long-Short AIF

ASK Absolute Return Fund: SI (14%)
Nuvama Enhanced Dynamic Growth Equity: SI (23%)
Tata Equity Plus Absolute Returns Fund: SI (19%)
💡 Key Takeaway: Whether you're looking for equity growth, stable debt returns, or balanced hybrid strategies, these funds offer diverse options tailored to your investment goals.

📌 Disclaimer: Past performance is not indicative of future results. Consult your financial advisor before investing.

. Introduction – The Quantum of Wealth
Modern investors live in a probabilistic world—returns fluctuate, markets move unpredictably, and yet, behind this uncertainty lies pattern, order, and consciousness.
Quantum physics teaches that observation influences reality, and the Bhagavad Gita teaches that intention influences karma. In mutual fund investing, these ideas meet — disciplined awareness, faith, and knowledge create financial and spiritual growth.
Bhagavad Gita (2.47):
"Karmanye vadhikaraste ma phaleshu kadachana"
(You have a right to perform your prescribed duties, but not to the fruits of your actions.)
In investing: Do your due diligence and systematic SIPs — but do not attach to short-term outcomes. That is the path of quantum balance and long-term compounding.

Invesco India Consumption Fund
NFO Period:
Opening Date: 03rd October, 2025
Closing Date: 17th October, 2025
Connect with us: https://www.assetplus.in/mfd/ARN-311967

चीते की चाल, बाज की नज़र, और प्रधानमंत्री की योजना पर शक नहीं करना चाहिए
जय हिन्द