Dalal & Broacha - Long Term Growth

EQUITY MULTI CAP

Aims to achieve long term growth by investing in companies and sectors that can benefit from the India growth story.

+18.00%

3Y annualised returns

+9.53%

Benchmark returns (NIFTY 50 Total Return Index)

Launch date

24 Aug '07

Total AUM

₹1,144.99Cr

Min. investment

₹50,00,000

Benchmark

NIFTY 50 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity95.0%

Cash5.0%

Equity market cap split

Mid Cap40.0%

Large Cap40.0%

Small Cap15.0%

Min. investment & fees structure

Min. investment for 1st time

SEBI mandates a minimum investment for investing in PMS

₹50,00,000

Exit load

Fee charged on redemption before the completed holding period

0.00%

PMS management

MK
Milind Karmarkar
Chartered Accountant
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About

Dalal & Broacha's research department, comprising a team of six, was set up by this Chartered Accountant. He joined the firm over fifteen years ago after having spent a few years in corporate planning and financial management.

Experience

Over 15 years of experience in the financial industry.

Investment philosophy

Specializes in corporate planning and financial management.

Previously worked at

Dalal & Broacha

Awards

Established and built the research department at Dalal & Broacha.

NS
Nawaz Sarfaraz
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About

An engineering and management graduate by qualification, Nawaz has been the Head of Research at IDBI MF before joining us in February 2019. He has an experience of more than 16 years in equities.

Experience

Over 16 years of experience in equities.

Investment philosophy

Specialization in the equities market.

Previously worked at