PMS PERFORMANCE

M : 8368586435 | E : experts@aifpms.com | W : www.aifpms.com

JUNE 2022

PMS
PERFORMANCE
JUNE 2022

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 PMS PERFORMANCE
M : 8368586435 | E : experts@aifpms.com | W : www.aifpms.com

JUNE 2022

From the Desk of Founder AND CEO

Vikas Agrawal
AIF & PMS Experts India Pvt Ltd.

Dear Valued Investors & Advisors,

For over two years, the Covid-19 outbreak has wreaked devastation on economies worldwide. To counterbalance
the impact of an unprecedented economic shutdown and disruption, governments and central banks throughout
the world reacted fast with considerable fiscal and monetary stimulus. Indian markets plunged sharply after
reopening following a four-day holiday, owing to growing concerns about a range of factors, including the ongoing
Russia-Ukraine crisis.

We try to assure the best of the selection of the Fund Manager based on there track records and helping investor
to create long term wealth . To determine whether consumer price indexes and inflation rates are good indicators
in the current sensitive time for making decisions for asset allocation, where worldwide economies are
struggling to stabilise price indexes. My senses is, inflation is here to stay for some time now & Our government
taking all sort of action to control the same.

In its most recent monetary policy pronouncement, the RBI indicated that it would shift its focus from
recovering growth to addressing inflation worries. Even while it kept policy rates unchanged for the time being,
it indicated a future increase in repo rates.

We here at AIF and PMS Experts India Pvt Ltd curate funds which revert to long-term gain. Our team constantly
and thoroughly works on procuring the best options which earn handsome and remain ineffective during market
trends and have risk free oppoutunity.

Thank you sincerely! AIF & PMS Experts Pvt. Ltd. wishes you good luck with your investments. Keep in touch
with us, and we'll walk you through the process of building wealth, regardless of the ups and downs.

Vikas Agrawal
Founder & CEO, AIF & PMS Experts India Pvt Ltd
 PMS PERFORMANCE
M : 8368586435 | E : experts@aifpms.com | W : www.aifpms.com

JUNE 2022

Large Cap
STRATEGY PERFORMANCE
INC.
AMC & SCHEME NAME
DATE
1M 3M 6M 1Y 2Y 3Y 5Y 10 Y SI

AccuraCap - ALPHA10 Sep-2011 -3.9% -3.6% -3.4% 2.6% 20.2% 10.7% 10.3% 16.4% 13.9%

Aditya Birla - Top 200 Core Equity Portfolio May-2015 -2.09% -0.11% -2.43% 10.48% 29.25% 15.44% 12.90% NA 11.60%

Ambit -Coffee Can Mar-2017 -5.3% -4.3% -8.2% 1.4% 19.0% 16.2% 16.7% NA 17.6%

Care - PMS Large & Midcap Strategy Jul-2020 -5.38% -6.76% -5.56% 2.78% NA NA NA NA 18.35%

Emkay-12 Aug-2019 -4.1% -3.8% -5.0% 3.1% 25.5% 0.0% 0.0% 0.0% 12.4%

Green Lantern Alpha Fund Feb-2020 -2.89% 2.10% 0.68% 10.20% 48.22% NA NA NA 32.83%

ICICI Prudential PMS Largecap Strategy Mar-2009 -5.2% -4.0% -1.3% 5.4% 31.1% 13.0% 11.9% NA 13.4%

LIC MF Value Equity + PMS Mar-2013 -4.99% -1.15% -2.27% 8.50% 21.79% 9.80% 6.78% NA 8.83%

Marcellus - Consistent Compounders Dec - 2018 -6.6% -6.10% -11.4% -1.4% 23.2% 20.00% NA NA 18.4%

Motilal Oswal AMC Value Mar-2003 -2.0% -0.9% -6.5% 1.20% 24.80% 9.60% 7.90% 11.80% 19.10%

Right Horizons- India Business Leader Apr-2012 -4.63% -3.77% -9.36% 5.35% 32.19% 14.43% 8.62% NA 10.99%

Past performance may or may not sustain the future. The fund level performance is based on TWRR and investor returns may differ, based on
their class, tier, fee structure & point allotment of units
 PMS PERFORMANCE
M : 8368586435 | E : experts@aifpms.com | W : www.aifpms.com

JUNE 2022

Mid Cap
STRATEGY PERFORMANCE
INC.
AMC & SCHEME NAME
DATE
1M 3M 6M 1Y 2Y 3Y 5Y 10 Y SI
Ambit - Good & Clean Midcap
Mar-2015 -4.0% -1.6% -2.6% 3.8% 33.6% 13.1% 13.7% NA 13.3%
Portfolio
ASK EOP Aug-2017 -9.30% -6.00% -14.20% -0.10% 29.90% 15.50% NA NA 10.80%
Edelweiss Focused Mid & Small Cap
Sep-2015 -6.96% -4.10% -9.66% 7.65% 49.48% 20.03% 8.62% NA 9.29%
Portfolio
Emkay - Gems Mar-2020 -3.5% 0.3% -2.9% 10.7% 31.7% NA NA NA 23.8%

Emkay - Pearls Apr-2012 -10.1% -6.1% -8.6% 3.3% 40.8% 14.9% 10.0% NA 15.4%

Envision - India Value Portfolio Sep-2010 -4.8% -0.9% -8.9% 9.3% 35.7% 12.7% 7.5% 12% 11%

Invesco India Caterpillar Potfolio Jun-2006 -4.13% 0.78% -2.33% 25.74% 54.78% 20.26% 10.32% NA 11.13%

Marcellus - Rising Giants Dec-2021 -7.4% -8.20% NA NA NA NA NA NA -19.4%

-
Motilal Oswal AMC Focused Midcap DEC-2019 -8.60% -13.90% 0.40% 40.80% NA NA NA 26.60%
11.90%
NAFA - EMERGING BLUCHIP
Mar-2016 -8.8% -1.4% -1.7% 19.0% 56.3% 25.1% 12.2% NA 14.4%
PORTFOLIO
PGIM India Phoenix Strategy Jul- 2013 -5.55% -1.87% -4.20% 8.84% 42.04% 10.83% 7.67% NA 10.30%

Phillip Capital - PEIP Aug-2017 -5.98% -1.89% -9.22% 1.74% 32.70% 17.93% NA NA 11.50%

Right Horizons -Super-Value Fund Apr-2012 -6.72% -0.62% -6.02% 19.45% 50.66% 25.37% 14.91% NA 15.24%

SageOne - Core Portfolio Apr-2009 -6.7% -1.3% -6.7% 8.5% 53.1% 23.8% 17.0% NA 28.1%
Sundaram Emerging Leadership Fund
Jun-2010 -7.0% -3.7% -8.1% 8.8% 44.6% 19.9% 14.2% 19.3% 17.6%
(S.E.L.F.)
Unifi BCD Apr-2018 -7.63% -6.43% -13.81% 9.80% 35.36% 19.21% NA NA 13.61%

Unifi Blended - Rangoli Jun-2017 -6.72% -3.25% -5.40% 13.02% 53.10% 30.43% NA NA 22.08%

Past performance may or may not sustain the future. The fund level performance is based on TWRR and investor returns may differ, based on their
class, tier, fee structure & point allotment of units
 PMS PERFORMANCE
M : 8368586435 | E : experts@aifpms.com | W : www.aifpms.com

JUNE 2022

Small Cap
STRATEGY PERFORMANCE
INC.
AMC & SCHEME NAME
DATE
1M 3M 6M 1Y 2Y 3Y 5Y 10 Y SI

Abakkus Emerging Aug-2020 -10.7% -4.6% -7.1% 8.00% NA NA NA NA 43.20%

AcuraCap - PICOPOWER Oct - 2011 -7.1% -1.7% -6.9% 6.3% 58.8% 28.9% 14.1% 25.1% 23.4%

Aditya Birla - Select Sector Portfolio(SSP) Oct-2009 -4.48% 1.25% -5.39% 8.50% 47.75% 19.60% 8.22% 21.32% 15.00%

Aequitas Investment - India Opportunities

Feb-2013 -9.50% 4.56% 7.39% 27.67% 71.62% 15.62% 13.46% NA 29.61%
Product

Ambit - Emerging Giants Dec-2017 -6.1% -4.2% -9.0% -1.4% 38.0% 23.6% NA NA 14.0%

Care - Growth Plus Value Strategy Jul-2011 -8.53% 4.47% 6.99% 20.84% 70.33% 25.10% 9.94% 26.02% 21.87%

Equirus long horizon fund Oct -2016 -8.06 -5.77 -14.4 2.65 58.47 31.67 22.34 NA 23.08

Green Lantern Growth Fund Dec-2017 -5.25% 2.10% -1.94% 22.48% 71.01% 24.99% NA NA 11.18%

ICICI Prudential PMS PIPE Strategy Sep-2019 -6.90% 3.10% 2.10% 21.00% 55.60% NA NA NA 26.60%

Marcellus - Little Champs Aug-2019 -4.60% 0.60% -6.40% 3.80% 42.50% NA NA NA 31.00%

Motilal Oswal AMC IOP FEB-2015 -11.1% -9.4% -15.4% -7.00% 28.40% 3.30% -1.20% 10.10% 7.80%

Motilal Oswal AMC IOP V2 Feb-2018 -11.2% -9.1% -15.2% 10.72% 46.82% 17.43% NA NA 7.68%

NAFA - SMALL CAP PORTFOLIO Mar-2019 -5.4% 2.0% -1.3% 20.1% 55.7% 24.3% NA NA 22.2%

Nine Rivers - Aurum Small Cap Opportunities Dec - 2012 -8.17% -1.43% -6.33% -1.01% 72.66% 21.88% 11.37% NA 27.55%

Right Horizons -Minerva India Under-served Aug - 2011 -7.3% 8.6% 13.7% 66.7% 77.0% 29.7% 16.7% 20.8% 18.0%

Roha - Emerging Champions Portfolio Sep - 2020 -8.88% -3.29% -3.23% 17.96% NA NA NA NA 50.53%

SageOne - Small & Micro cap Portfolio Apr-2019 -9.3% -1.0% -6.6% 14.2% 66.0% 36.5% NA NA 34.7%

Sundaram Rising Stars Portfolio Nov-2009 -6.3% -2.0% -3.7% 16.2% 47.7% 13.5% 7.1% 18.1% 14.5%

Past performance may or may not sustain the future. The fud level performance is based on TWRR and investor returns may differ, based on their class, tier, fee structure & point
allotment of units
 PMS PERFORMANCE
M : 8368586435 | E : experts@aifpms.com | W : www.aifpms.com

JUNE 2022

Multi Cap
STRATEGY PERFORMANCE
INC.
AMC & SCHEME NAME
DATE
1M 3M 6M 1Y 2Y 3Y 5Y 10 Y SI

Abakkus All Cap Approach Oct -2020 -6.9% -2.7% -4.2% 9% NA NA NA NA 40.40%

AccuraCap AlphaGen Dec-2015 -5.4% -2.3% -5.25% 3.8% 29.9% 14.4% 9.0% NA 12.2%

Aditya Birla - Core Equity Portfolio(CEP) Jan-2009 -4.71% -2.61% -4.51% 9.35% 34.20% 14.05% 6.88% 19.61% 20.21%

Aditya Birla - India Special Opportunities

Jun - 2018 -2.15% 3.10% -1.82% 6.49% 34.51% 19.31% NA NA 15.22%
Portfolio (ISOP)

Aditya Birla - Innovation Portfolio April-2018 -3.30% -1.62% -5.92% 8.55% 31.14% 18.79% NA NA 16.52%

Alchemy Ascent Sep-2019 -9.7% -7.2% -9.0% 1.0% 41.5% NA NA NA 17.6%

Alchemy High Growth May-2008 -8.4% -5.5% -9.0% 3.8% 24.9% 3.0% 4.6% 13.1% 20.1%

Alchemy High Growth Select Stock Dec-2019 -6.5% 0.1% -2.5% 22.6% 47.4% 19.3% NA NA 11.9%

Alfaccurate - AAA Emerging Ginats Jan-2021 -5.1% -1.7% -3.0% 17.3% NA NA NA NA 26.1%

Past performance may or may not sustain the future. The fund level performance is based on TWRR and investor returns may differ, based on their class, tier, fee structure & point
allotment of units
 PMS PERFORMANCE
M : 8368586435 | E : experts@aifpms.com | W : www.aifpms.com

JUNE 2022

Multi Cap
STRATEGY PERFORMANCE
INC.
AMC & SCHEME NAME
DATE
1M 3M 6M 1Y 2Y 3Y 5Y 10 Y SI

ALFACCURATE - AAAFP - 30 STOCKS Nov-2014 -1.4% -2.2% -4.4% 8.2% 32.9% 14.9% 12.2% NA 13.8%

ALFACCURATE - AAAIOP Nov-2009 -3.3% -1.9% -5.6% 5.8% 35.1% 15.9% 11.4% 20.2% 18.2%

Ambit TenX Dec-2021 -5.6% -3.0% NA NA NA NA NA NA -8.6%

Anand Rathi - Decennium Opportunity Nov-2021 -8.10% 3.00% -2.30% NA NA NA NA NA -5.80%

Anand Rathi - Impress PMS May - 2017 -3.85% -2.27% -9.00% 12.73% 43.06% 20.72% NA NA 9.97%

ASK - Indian Entrepreneur Portfolio Jan-2010 -9.1% -5.1% -9.9% 5.8% 33.7% 15.0% 13.6% 20.3% 18.0%

ASK - Indian Select Portfolio Jan-2010 -7.3% -5.4% -9.4% 3.7% 25.3% 11.7% 9.4% 18.7% 15.6%

ASK Growth Jan-2001 -7.20% -5.50% -9.90% 3.60% 27.60% 13.40% 10.90% 18.20% 19.20%

Axis-Brand Equity PMS Jan-2017 -3.76 -4.06 -8.11 0.63 27.85 11.30 10.03 NA 9.27

Axis-Core & Satellite PMS Nov-2019 -4.08 -3.17 -7.43 0.63 26.12 NA NA NA 9.88

CapGrow - Growth Strategy Oct-2018 -2.41% -1.11% -7.87% 4.50% 37.64% 10.13% NA NA 11.91%

CapGrow - Special Situations Strategy Oct - 2018 -9.64% -8.19% -13.67% 7.65% 51.29% 16.55% NA NA 15.92%

Emkay -Capital Builder Apr - 2013 -4.9% -2.8% -5.3% 5.2% 33.6% 10.7% 7.3% NA 14.2%

Emkay-Emkay LEAD PMS Dec - 2018 -4.5% -4.3% -6.1% 1.8% 17.6% 8.5% NA NA 9.6%

Past performance may or may not sustain the future. The fund level performance is based on TWRR and investor returns may differ, based on their
class, tier, fee structure & point allotment of units
 PMS PERFORMANCE
M : 8368586435 | E : experts@aifpms.com | W : www.aifpms.com

JUNE 2022

Multi Cap
STRATEGY PERFORMANCE
INC.
AMC & SCHEME NAME
DATE
1M 3M 6M 1Y 2Y 3Y 5Y 10 Y SI

Envision - India Opportunities Apr-2021 -3.4% 0.9% -5.2% 6.3% NA NA NA NA 11.7%

First Global - The India Super 50 (IS50) Feb - 2020 -6.3% -5.5% -10.1% 4.9% 37.1% NA NA NA 28.5%

Helios - India Rising Portfolio Mar - 2020 -3.97% -4.37% -8.51% 4.62% 28.33% NA NA NA 25.66%

ICICI Prudential PMS Contra Strategy Sep-2018 -7.0% -4.5% -1.1% 7.2% 35.7% 16.3% NA NA 15.4%

ICICI Prudential PMS Flexicap Strategy Dec-2000 -4.7% -3.0% -5.2% 6.4% 32.2% 14.5% 11.2% NA 14.4%

ICICI Prudential PMS Value Strategy Jan-2004 -8.4% -3.2% -1.9% 6.5% 30.0% 11.1% 9.7% NA 15.2%

Incred Capital - Mulitcap Portfolio Feb 2021 -7.2% -4.2% -9.6% -5.7% NA NA NA NA 0.2%

Invesco India DAWN Potfolio Aug-2017 -3.73 -2.02 -2.84 9.46 33.91 12.13 NA NA 6.16

Invesco India RISE Potfolio April-2018 -2.34 2.45 -5.96 -0.46 29.56 12.33 7.75 NA 10.85

Itus Capital - Fundamental Value Fund Jan - 2017 -4.15% 0.63% -7.69% 4.84% 31.90% 20.33% 17.86% NA 20.68%

Karma Wealth Builder Dec - 2006 -7.0% -6.7% -12.1% 6.86% 50.8% 15.2% 7.4% 18.1% 13.2%

Kotak Special Situation Value Strategy - II Sep-2019 -6.7% -2.7% -5.5% 10.7% 47.4% 15.8% NA NA 6.7%

MARATHON TRENDS - Mega Trends Sep - 2017 -7.62 -8.15 -13.60 -3.67 18.79 9.11 NA NA 5.82

MOAT - AGGRESSIVE LEADERS FUND Jan-2021 -6.37% 3.16% -2.48% 22.86% NA NA NA NA 61.42%

MOAT - SPECIAL OPPRTUNITY Nov-2020 -2.97% 0.37% -6.70% 8.93% NA NA NA NA 35.04%

MOAT-UpperCrust Wealth Fund Jan-2022 -9.06% -2.82% NA NA NA NA NA NA -14.08%

Motilal Oswal AMC BOP Jan-2018 -0.50% -2.20% -5.50% 2.20% 25.60% NA NA NA 9.80%

Motilal Oswal AMC NTDOP Dec-2017 -4.4% -5.4% -10.2% 1.60% 30.30% 10.20% 8.00% 18.90% 14.90%

NARNOLIA - Multicap Strategy Mar-2016 -1.8% -0.4% -4.2% 15.6% 37.9% 20.0% 15.8% 21.0% 20.1%

Past performance may or may not sustain the future. The fund level performance is based on TWRR and investor returns may differ, based on their
class, tier, fee structure & point allotment of units
 PMS PERFORMANCE
M : 8368586435 | E : experts@aifpms.com | W : www.aifpms.com

JUNE 2022

Multi Cap
STRATEGY PERFORMANCE
INC.
AMC & SCHEME NAME
DATE
1M 3M 6M 1Y 2Y 3Y 5Y 10 Y SI

NEGEN CAPITAL - SPECIAL SITUATIONS &

Oct-2017 -6.97% 3.37% 0.86% 21.92% 94.93% 31.81% NA NA 14.02%
TECHNOLOGY FUND

NJ - Bluechip Portfolio Mar - 2018 -7.60 -5.01 -13.54 7.75 35.22 19.73 NA NA 15.40%

PGIM India Core Equity Portfolio Jul-2013 -3.04% 3.02% 1.17% 13.49% 30.39% 11.87% 9.02% NA 14.96%

Phillip Capital - PSIP May - 2016 -5.23% -2.85% -8.13% 1.18% 30.28% 15.22% 12.21% NA 12.00%

Prabhudas Lilladher Multi Strategy May-2007 -4.3% -2.9% -6.3% 1.5% 25.9% 11.3% 8.3% 9.4% 6.7%

Quest - Multi PMS Aug - 2014 -4.72% -3.28% -6.81% 5.59% 41.45% 14.85% 9.24% NA 14.62%

Quest - Quest Flagship PMS Oct - 2007 -4.60% -3.79% -8.76% 1.02% 33.73% 12.01% 8.37% 17.22% 16.24%

Right Horizons - Perennial Apr-2021 -8% -7% -16% -2% NA NA NA NA 3%

Right Horizons -Flexi Cap Apr-2019 -6.24% -2.71% -6.16% 15.81% 40.75% 20.47% 12.39% NA 12.84%

SBI ESG Portfolio (formerly known as SBI Growth With

Jan-2016 -1.69% 5.65% 2.70% 23.35% 51.96% 24.28% 17.78% NA 15.43%
Values Portfolio)

SMC Growth Strategy Oct-2019 -3.09% 0.99% -4.56% 3.20% 35.14% NA NA NA 13.57%

Stallian Asset-Core Fund Oct-2018 -5.63% -5.54% -15.03% 2.84% 35.01% 23.21% NA NA 23.31%

Sundaram India Secular Opportunities Portfolio (SISOP) Feb-2010 -6.9% -4.0% -9.1% 8.0% 38.4% 17.6% 13.1% 15.6% 17.9%

Sundaram
Oct-2011 -6.5% -4.1% -9.1% 8.3% 42.1% 21.4% 15.8% 21.6% 20.4%
Voyager Portfolio

TATA EMERGING OPPORTUNITIES Apr-2006 -6.0% -3.5% -8.6% 6.6% 28.0% 12.2% 10.9% NA 10.6%

TATA PMS ACT INVESTMENT APPROACH Feb-2019 -3.5% -3.5% -9.1% 2.5% 30.6% 13.3% NA NA 11.4%

ValueQuest - Growth Oct-2010 -7.50% -5.17% -6.82% 5.42% 50.57% 25.06% 12.00% 19.38% 16.98%

ValueQuest - Platinum Jul - 2014 -8.35% -2.85% -2.72% 11.54% 58.40% 33.40% 19.61% NA 18.74%

ValueQuest Agile Apr-2021 -10.09% -3.89% -2.07% 2.86% NA NA NA NA 11.53%

White Oak - India Pioneers Equity Apr - 2019 -5.5% -5.4% -8.5% 3.5% 32.7% 18.7% NA NA 18.7%

White Oak - Select Equity Fund May - 2020 -5.8% -6.6% -12.0% -0.5% NA NA NA NA 34.7%

Past performance may or may not sustain the future. The fund level performance is based on TWRR and investor returns may differ, based on their
class, tier, fee structure & point allotment of units
 PMS PERFORMANCE
M : 8368586435 | E : experts@aifpms.com | W : www.aifpms.com

JUNE 2022

Multi Asset
STRATEGY PERFORMANCE
INC.
AMC & SCHEME NAME
DATE
1M 3M 6M 1Y 2Y 3Y 5Y 10 Y SI

First Global -IMAAP Feb - 2020 -4.6% -4.0% -7.1% 4.0% 19.47% NA NA NA 16.78%

Morningstar - Active Aggressive Plus Portfolio Apr - 2019 -3.17% -1.83% -4.22% 5.73% 28.00% 12.63% NA NA 13.13%

Morningstar - Active Aggressive Portfolio Apr - 2019 -1.84% -1.97% -4.33% 3.19% 24.94% 11.71% NA NA 10.96%

Morningstar - Active Balanced Portfolio Apr - 2019 -1.32% -1.72% -2.79% 2.61% 15.24% 9.63% NA NA 9.67%

Morningstar - Active Growth Portfolio Apr - 2019 -1.68% -1.94% -3.79% 2.60% 20.16% 9.79% NA NA 9.80%

NJ - Dynamic ETF Allocation Portfolio Aggressive Mar - 2018 -3.24% 0.31% -0.30% 5.72% 16.02% 10.13% NA NA 8.58%

NJ - Dynamic ETF Allocation Portfolio Conservative Mar-2018 -0.96% 0.28% 0.56% 3.40% NA NA NA NA 4.09%

NJ - Dynamic Stock Allocation Portfolio Aggressive Apr - 2016 -4.45% -2.99% -8.00% 2.25% 13.63% 9.40% 7.01% NA 8.25%

NJ - Dynamic Stock Allocation Portfolio Conservative Jan-2021 -1.43% -0.83% -1.80% 2.48% NA NA NA NA 3.69%

NJ - Freedom ETF Portfolio Mar - 2018 -6.26% -2.42% -7.76% 5.74% 29.53% 12.25% NA NA 9.03%

NJ - Multicap Portfolio Apr - 2016 -9.03% -4.85% -7.41% 17.69% 40.53% 22.13% 8.79% NA 11.54%

Prabhudas Lilladher Pvt Ltd Multi Asset Dynamic Jun-2021 -2.5% -0.3% -4.0% NA NA NA NA NA -1.7%

Past performance may or may not sustain the future. The fund level performance is based on TWRR and investor returns may differ, based on their
class, tier, fee structure & point allotment of units
 PMS PERFORMANCE
M : 8368586435 | E : experts@aifpms.com | W : www.aifpms.com

JUNE 2022

Thematic
STRATEGY PERFORMANCE
INC.
AMC & SCHEME NAME
DATE
1M 3M 6M 1Y 2Y 3Y 5Y 10 Y SI

ASK FOP Jun-2018 -1.50% -4.60% -4.60% -0.10% 32.60% 7.30% NA NA 6.10%

Anand Rathi - MNC PMS Mar - 2018 -0.75% 0.36% -5.05% 7.96% 22.36% 17.63% NA NA 11.52%

Incred Capital - Healthcare Portfolio Feb 2021 -7.7% -2.4% -13.4% -14.3% NA NA NA NA -1.2%

Marcellus - Kings of Capital Jul-2020 -3.4% -6.4% -9.9% -6.5% NA NA NA NA 11.6%

Right Horizons -AlphaBots India Prime Portfolio May-2019 -11.17% -4.51% -6.20% 3.90% 32.36% 11.03% NA NA 11.28%

Benchmark
PERFORMANCE
Benchmark
1M 3M 6M 1Y 2Y 3Y 5Y 10 Y SI

Nifty 50 -2.6% -0.8% -1.7% 7.90% 33.20% 13.00% 13.00% 14,3% 16.90%

NIFTY 500 -4.2% -1.0% -3.0% 8.10% 35.90% 14.20% 12.40% 15.00% 10.70%

Nifty Midcap 100 -5.33% 0.23% -4.59% 9.75% 46.03% 16.35% 10.07% NA 11.78%

S&P BSE 500 -4.48% -1.07% -3.35% 6.85% 34.64% 13.18% 11.26% NA 10.80%

S&P BSE Midcap -5.22% -0.91% -6.25% 6.37% 39.82% 15.30% 9.62% NA 9%

Past performance may or may not sustain the future. The fund level performance is based on TWRR and investor returns may differ, based on their class, tier, fee structure & point
allotment of units
PMS PERFORMANCE
M : 8368586435 | E : experts@aifpms.com | W : www.aifpms.com

JUNE 2022
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DISCLAIMER: Investing Involves Risk. This document is for information purposes only and should not be viewed as
a legal offering document or solicitation. Offers to invest in this fund are made only by the Discretionary Portfolio
Management Services Agreement. Past performance does not guarantee future results and there is no assurance that
the managed accounts will necessarily achieve its objectives. Any forward-looking information and/or opinions
contained in this document are based on the market information available at the time of publication and are
subject to a number of known and unknown risks, uncertainties, assumptions as to future events and other factors
that could cause the actual results to differ materially from those implied by the information set forth herein. This
information is confidential and is intended for only the person or entity to whom it was sent and in no circumstances
may this material be shown, copied, transmitted, or otherwise given to any person other than the authorized
recipient. The investment’s sector allocations and holdings are shown are based on the strategy’s model portfolio.
The holdings shown do not represent all of the securities purchased, sold, or recommended for any particular
advisory client and in the aggregate may represent only a small percentage of an account’s portfolio holdings. Actual
portfolios may differ as a result of account size, client-imposed investment restrictions, the timing of client
investments and market, economic, and individual company. Considerations. Securities are shown for illustrative
purposes only and are not a solicitation to buy or sell any particular security or invest in a particular sector. AIF & PMS
Experts India Pvt Ltd may act as an intermediary who coordinates with either a discretionary investment manager
or a non-discretionary model provider in a variety of separately managed accounts. Any performance information
included herein represents the performance achieved by the various product manufacturers as a discretionary
or non-discretionary investment manager with trade implementation responsibility for accounts included in a
performance. We at AIF & PMS Experts does not guarantee any returns in the hand of investors not we take any
sort of accountability of performance of the scheme. The Company reserves the right to make modifications. The
information is obtained from publicly available media or other sources believed to be reliable. Such information
has not been independently verified and no guaranty, representation or warranty, express or implied, is made as to
its accuracy, completeness or correctness.

AIF & PMS Experts India Pvt. Ltd.

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