Prabhudas-Aqua Strategy

EQUITY FLEXI CAP

Aims to generate steady returns in varying market conditions in the long run.

+10.66%

1Y annualised returns

+7.74%

Benchmark returns (S&P BSE 500 Total Return Index)

Launch date

12 Jun '23

Total AUM

₹395.31Cr

Min. investment

₹50,00,000

Benchmark

S&P BSE 500 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity95.4%

Cash4.2%

Debt0.2%

Equity market cap split

Mid Cap43.1%

Large Cap37.6%

Small Cap14.7%

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

3.00%

PMS management

PMS house

Prabhudas Lilladher Pvt Ltd

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