A dual investment approach with two distinct portfolios, Quality and Alpha, allowing for customizable allocation by investors.
+9.09%
3Y annualised returns
+12.52%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
25 Jun '18
Total AUM
₹351.06Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity market cap split
Large Cap61.5%
Small Cap17.5%
Mid Cap11.9%
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
GD
Gaurav Dua
Manager, Sharekhan's flagship PMS strategy
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About
Gaurav Dua holds a bachelor’s degree in engineering and a post-graduate degree in finance from Mumbai University in 1997. His vast work experience spans over two decades across in many leading research and broking companies, in equity research and other capital market functions.At Sharekhan, he was head of research for almost 10 years. Currently, he is managing Sharekhan’s flagship PMS strategy, Prime Picks Portfolio – an innovative, all-weather portfolio, which is designed to outperform in all market conditions. He is supported by a strong team of 10-15 equity research analysts having average work experience of close to 8-10 years each.
Experience
Over two decades in equity research and broking.
Investment philosophy
Equity research and capital market functions.
Previously worked at
Sharekhan
Awards
Previously served as Head of Research at Sharekhan for almost 10 years; currently manages the flagship Prime Picks Portfolio, an all-weather PMS strategy.