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NUCLEUS

Ghalla Bhansali Stock Brokers Pvt Ltd

61.07 CR AUM

NUCLEUS

NUCLEUS

Ghalla Bhansali Stock Brokers Pvt Ltd

61.07 CR AUM

BSE 500 TRI
Benchmark
1yr 11mo
Age
EQUITY
Strategy
1.75
Fixed Fees
0
Variable Fees
0-2 YEARS-2%
Exit Load
BSE 500 TRI
Benchmark
1yr 11mo
Age
EQUITY
Strategy
1.75
Fixed Fees
0
Variable Fees
0-2 YEARS-2%
Exit Load
Fund manager

rohan ghalla

Fund Manager
EQUITYStrategies

He has over two decades of investing experience. He is a CFA Charter holder from the CFA Institute, USA, MBA (NMIMS) and BMS from Mumbai University. Before joining Ghalla Bhansali, Rohan spent about 5 years in JP Morgan's equity research department with a focus on analyzing Emerging Market Equities. He was also a visiting faculty at NMIMS, ITM & Welingkar Institute.

He has over two decades of investing experience. He is a CFA Charter holder from the CFA Institute, USA, MBA (NMIMS) and BMS from Mumbai University. Before joining Ghalla Bhansali, Rohan spent about 5 years in JP Morgan's equity research department with a focus on analyzing Emerging Market Equities. He was also a visiting faculty at NMIMS, ITM & Welingkar Institute.

Purpose

1. This plan will make investments in 24-25 stocks 2. Stock selection would be based on companies where we expect revenue to growth between CAGR of 20% Plus. 3. Holding Period of the investments could be upto 4 years and more 4. The portfolio is expected to outperform the benchmarked BSE 500 index. 5. The fund manager may make other tactical decisions and have changes in the allocation in line with the overall objectives of protecting the investors interests 6. The Objective is to invest in apparently undervalued companies which will benefit with the improvement in the economic cycle. Consequently we would expect the portfolio to outperform the benchmarked BSE 500

Investment Approach v/s Benchmark Metrics

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1M IA return
18.36%
1M benchmark return
8.23%
Alpha
10.13%
1M Wealth multiple
1.18x

Investment Approach v/s Benchmark Performance

2026
2026
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Login to see the live performance and return

Wealth Creation Calculator

1M IA return
18.36%
1M benchmark return
8.23%
Alpha
10.13%
1M Wealth multiple
1.18x

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