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Total assets under management, month by month — the sum across this house's strategies.
| Strategy | Category | AUM (₹ Cr) | 12M | 36M | vs BM | Up capture | Down capture | Capture ratio | Largest fall | |
|---|---|---|---|---|---|---|---|---|---|---|
| 1729 Fundamental value Investing The objective of the portfolio is to maximize risk-adjusted returns for investors over the long-term. In
order to achieve this the Portfolio Manager intends to employ a fundamental value investing approach,
which seeks to capitalize on differences between the prices of securities and their underlying intrinsic
value | Equity | 421 | -3.0 | 0.0 | +4.2 | View details → | ||||
| 1729 Fundamental value Investing- NDPMS The objective of the portfolio is to maximize risk-adjusted returns for investors over the long-term. In
order to achieve this the Portfolio Manager intends to employ a fundamental value investing approach,
which seeks to capitalize on differences between the prices of securities and their underlying intrinsic
value. | Equity | 18 | -2.8 | 0.0 | +4.4 | View details → |
Upside and downside capture, capture ratio and largest fall are for members. See plans
2 approaches from 1729 ADVISORS LLP.Only funds with AUM above ₹100 Cr are listed here; smaller funds remain searchable by name. Official figures, updated monthly.