Driven by Machine Learning (ML) capabilities and supervised by a Quantitative Portfolio manager.
+13.69%
3Y annualised returns
+14.33%
Benchmark returns (NIFTY 50 Total Return Index)
Launch date
11 Jul '17
Total AUM
₹30.83Cr
Min. investment
₹50,00,000
Benchmark
NIFTY 50 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity84.0%
Cash16.0%
Equity market cap split
Large Cap54.0%
Mid Cap27.0%
Small Cap3.0%
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
BM
Bhupendra Meel
Fund Manager, PMS
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About
Mr. Bhupendra Meel joined Bandhan AMC in December 2024 to Head the PMS & Alternative - Fixed Income business. Mr. Meel has over two decades of experience in Indian capital markets, having handled different roles covering sales, investment advisory, market strategy, products & research and fund management spanning across different market segments. He has an expertise in fixed income markets, investment analysis, portfolio & risk management, and portfolio optimization.
RS
Rishi Sharma
Fund Manager
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About
Mr. Sharma has a strong background in the financial industry with expertise in quantitative analysis, portfolio management, and trading strategies. He holds Post Graduate Diploma in Business Administration and a Bachelor's degree in Commerce.Mr. Sharma has held key positions in various organizations, including Morgan Stanley, where he generated trade ideas and conducted back testing, and Monsoon Capital, where he developed and implemented quantitative trading strategies. He also worked at India Infoline Ltd (IIFL) as the head of the systematic trading desk and Ashvattha Advisors LLP, where he managed proprietary and client funds with consistent returns.He has experience in setting up investment processes and managing significant assets under management.He showcases a strong track record in quantitative finance and a deep understanding of the Indian financial markets.
Experience
Extensive experience in setting up investment processes and managing funds.
Investment philosophy
Specializes in quantitative analysis, portfolio management, and systematic trading strategies.
Previously worked at
Ashvattha Advisors LLP
India Infoline Ltd (IIFL)
Monsoon Capital
Morgan Stanley
Awards
Strong track record in quantitative finance, developing and implementing successful trading strategies. Headed the systematic trading desk at India Infoline Ltd (IIFL).