Prithvi Balanced Portfolio

EQUITY MULTI CAP

Aims to facilitate capital appreciation over the medium to long term by investing in the Indian equity market.

+13.52%

1Y annualised returns

-1.96%

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

Launch date

11 Jul '23

Total AUM

₹165.19Cr

Min. investment

₹50,00,000

Benchmark

S&P BSE 500 Total Return Index

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

JK
Janak Kotecha
Fund Manager, Prithvi Group
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About

A Chartered Accountant by qualification, he has a work experience of over two decades in the capital markets. His experience includes working with prestigious financial institutions such as Morgan Stanley and Alliance FinStock He has been a part of Prithvi Group since its inception in the year 2007 and now also manages the portfolio management service of the company

Experience

Over two decades of experience in the capital markets.

Investment philosophy

Specializes in capital markets with a background as a Chartered Accountant.

Previously worked at