SRE - Shield

EQUITY LARGE & MID CAP

Provides long term solutions for clients.

+10.83%

3Y annualised returns

+11.21%

Benchmark returns (NIFTY 50 Total Return Index)

Launch date

31 May '18

Total AUM

₹33.03Cr

Min. investment

₹50,00,000

Benchmark

NIFTY 50 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity99.7%

Cash0.3%

Equity market cap split

Large Cap89.4%

Mid Cap9.1%

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

1.00%

PMS management

NC
Nitesh Chand
Fund Manager
View details

About

Mr. Nitesh Chand has over two decades experience in Equity Research & Proprietary fund management with Sykes & Ray Equities. With the support of Team Emphasis is to Create Long term wealth for Investors along with safe guarding the capital. Mr. Nitesh Chand is B.Sc Graduate & MBA in Finance. He was associated with Mumbai University as visiting faculty.

Experience

Over two decades of experience in the financial markets.

Investment philosophy

Specializes in equity research and proprietary fund management.

Previously worked at