Prosperity - Discovery Fund

EQUITY MULTI CAP

A multi-cap fund aiming for wealth creation by delivering superior risk-adjusted returns through a value investing framework.

+16.04%

3Y annualised returns

+14.94%

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

Launch date

07 Dec '20

Total AUM

₹113.73Cr

Min. investment

₹50,00,000

Benchmark

S&P BSE 500 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity98.5%

Cash1.5%

Equity market cap split

Mid Cap44.1%

Small Cap43.3%

Large Cap4.7%

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

2.00%

PMS management

VG
Vasudev Gupta
Chief Investment Officer & Portfolio Manager
View details

About

Vasudev is a SEBI Registered Portfolio Manager and the Chief Investment Officer of Prosperity Wealth Management.�He holds a masters degree in Innovation & Entrepreneurship from the Imperial College London.�He specialises in evaluating equity investments given his 7+ years of expertise in this domain. He is assisted by a team of CAs & CFAs who have previously worked with several successful�investment oriented organisations.�

Experience

Over 7 years of experience in equity investment evaluation.

Investment philosophy

Specialises in evaluating equity investments.

Awards