A Mid Cap focused fund, aimed at delivering superior risk adjusted return.
+16.83%
3Y annualised returns
+14.93%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
08 Aug '19
Total AUM
₹3.18Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity98.1%
Cash1.9%
Equity market cap split
Mid Cap55.2%
Large Cap31.3%
Small Cap11.6%
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
M
Mukul
Head of Quantitative Strategies
View details
About
Born in New Delhi, Mukul Pal has spent the past 25 years developing quantitative investment strategies for active managers across the globe. He began his career at the Bombay Stock Exchange, supporting major Indian financial institutions, before expanding his advisory practice to Europe, where he worked with asset managers and the securities arms of global banks. Holding two master’s degrees—in finance and statistics—he also earned the Chartered Market Technician (CMT) and Chartered Alternative Investment Analyst (CAIA) designations. His significant contributions to financial technology have earned him recognition from MIT, and he has been invited to speak at prominent conferences worldwide, including the Princeton–Chicago Quant Conference. He has also played a pivotal role in bringing financial innovations to NASDAQ. Today, he leads a deep tech firm in Toronto, delivering advanced solutions that are designed to deliver alpha.
Experience
Over 25 years of experience in quantitative investment strategy development.
Investment philosophy
Developing quantitative investment strategies and financial technology solutions.
Previously worked at
Bombay Stock Exchange
Awards
Recognized by MIT for contributions to financial technology, played a key role in bringing innovations to NASDAQ, and a speaker at the Princeton–Chicago Quant Conference.