Profusion Multi Strategy PMS PMS: Returns, Portfolio & Fees

PMS · Equity · Multi Cap

Profusion Multi Strategy PMS

Fund size₹12 Cr

IRRSince inception13.40%

1Y return-9.70%

Fund age2 yrs 8 mo

Fund Manager

Satyan Wadhwa

Founder And CIO, Profusion

Satyan has over two decades of experience. Most recently he was CIO of Edelweiss Alpha fund a leading absolute return fund. Prior to joining Edelweiss Satyan worked with leading global hedge funds including Millennium Capital Management and Artha Capital in Singapore and Bluecrest Capital in London. Satyan hold an MBA from INSEAD and a degree in Mechanical Engineering and Industrial Management from Carnegie Mellon University.

Managing AUM₹82 Cr

Growth of₹Cr

Profusion Multi Strategy PMS

Returns: How it has done

Scheme / Benchmark	YTD	1Y	2Y	3Y	5Y	Since inception
Profusion Multi Strategy PMS	—	−9.70%	9.80%	—	—	13.40%
Nifty 500	−7.78%	−5.50%	15.50%	—	—	16.00%
Excess over benchmark	—	−4.20%	−5.70%	—	—	−2.60%

Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 30 Sep 2025.

Risk : What you take on to earn the return

Volatility

9.16%

Benchmark approx 13.91%

A standard deviation reflecting historical swings.

Sensitivity

0.51

Beta vs benchmark 1.00 · 49% less reactive

How strongly the scheme moves with the index.

Risk-reward

−1.67

Sharpe

Excess return gained per unit of volatility.

How far below its previous high it fell

Over the trailing 1Y window the scheme fell −14.15%. It has not yet recovered.

Max drawdowns

−14.15%

Scheme Drawdown Trajectory

Drawdown analysis	Peak	Trough	Depth	Fell over	Recovered	Recovery took
Scheme	–	–	−14.15%	–	–	–
Benchmark	30 Sep 2024	28 Feb 2025	−17.83%	151 days	–	–

Scheme

Peak–

Trough–

Depth−14.15%

Fell over–

Recovered–

Recovery took–

Benchmark

Peak30 Sep 2024

Trough28 Feb 2025

Depth−17.83%

Fell over151 days

Recovered–

Recovery took–

The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 1Y window · As on 30 Sep 2025

Portfolio Details : Where the money actually sits

Asset class

Equity

Market cap

Large cap17.00%

Mid cap21.00%

Small cap9.00%

Cash & others53.00%

As on 30 Sep 2025

Fees

A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle.

FixedPlan A · Simple

Fixed Management Fee1.00% / yr

Performance FeeNone

Hurdle RateNot applicable

VariablePlan B · Performance Linked

Fixed Management FeeNone

Performance Fee20% of profit

Hurdle RateAbove 10%

No exit load. Lock-in: Nil.

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