Dalal & Broacha Stock Broking Pvt. Ltd. • Equity
Aggressive Long Term Capital Appreciation is an equity portfolio management service (PMS) strategy run by Dalal & Broacha Stock Broking Pvt. Ltd., launched on 12 Nov 2012. As of 30 Sep 2026, it manages ₹246 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are +62.87% over 1 year, +27.20% over 3 years and +27.24% over 5 years (+22.16% since inception). Over 3 years, the Nifty 50 TRI returned +6.06%, so the strategy is 21.14 percentage points ahead of its benchmark. Its 3-year return ranks 4th of 220 PMS strategies benchmarked to the Nifty 50 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by MILIND KARMARKAR.
Ranked nearby on 3-year return: Global (+33.19%), 360 ONE Open - Managed Solutions Global Equity (+29.77%), Aequitas India Opportunities Product (+23.75%), Sanctum Global Allocator (+22.95%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -0.45% |
| 3 Months | +18.63% |
| 1 Year | +62.87% |
| 3 Years | +27.20% |
| 5 Years | +27.24% |
| Since Inception | +22.16% |
| management fee | Fixed Fees: AMC Change : 0.06% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callAggressive Long Term Capital Appreciation has a 1-year return of +62.87%, a 3-year return of +27.20%, a 5-year return of +27.24% and +22.16% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Aggressive Long Term Capital Appreciation returned +27.24% against +6.38% for the Nifty 50 TRI, 20.86 percentage points ahead. Over 3 years it returned +27.20% against +6.06%; Over 1 year it returned +62.87% against -7.09%. Figures as of 30 Sep 2026.
Among 220 PMS strategies benchmarked to the Nifty 50 TRI with a 3-year track record, Aggressive Long Term Capital Appreciation's 3-year return of +27.20% ranks 4th as of 30 Sep 2026.
Aggressive Long Term Capital Appreciation is managed by MILIND KARMARKAR at Dalal & Broacha Stock Broking. The strategy manages ₹246 Cr of client assets as of 30 Sep 2026.
Aggressive Long Term Capital Appreciation manages ₹246 Cr of client assets as of 30 Sep 2026.
The fee structure for Aggressive Long Term Capital Appreciation includes: management fee: Fixed Fees: AMC Change : 0.06%.
The minimum investment for Aggressive Long Term Capital Appreciation is ₹50 Lakhs.
Aggressive Long Term Capital Appreciation was launched on 12 Nov 2012. It has a 13-year track record.
Description
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