Allegro Securities PMS strategies
Allegro Securities runs 12 portfolio management strategies listed with APMI, managing ₹130 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| Allegro Signature | Equity | Amar Kashyap | ₹73.19 Cr | — | — | See strategy | ₹5 Lakhs | Sep 2026 |
| The Heron | Equity | Kunal Kashyap | ₹16.17 Cr | — | — | 20% of profits over 6% | ₹5 Lakhs | Sep 2026 |
| Health Care | Equity | Kunal Kashyap | ₹12.21 Cr | +6.27% | +0.21 pts | See strategy | ₹5 Lakhs | Sep 2026 |
| Allegro - High Growth | Equity | Kunal Kashyap | ₹8.5 Cr | +10.40% | +4.34 pts | See strategy | ₹5 Lakhs | Sep 2026 |
| Bluechip Equity FOF | Equity | Kunal Kashyap | ₹7.21 Cr | +8.50% | +2.44 pts | 0.5% + 10% of profits over 10% | ₹5 Lakhs | Sep 2026 |
| Debtfof | Debt | — | ₹5.12 Cr | +7.12% | — | — | ₹5 Lakhs | — |
| Diversified | Equity | Kunal Kashyap | ₹4.06 Cr | +10.99% | +4.93 pts | 0.5% + 10% of profits over 10% | ₹5 Lakhs | Sep 2026 |
| Mid Cap Equity FOF | Equity | Kunal Kashyap | ₹2.01 Cr | +12.18% | +6.12 pts | 0.5% + 10% of profits over 10% | ₹5 Lakhs | Sep 2026 |
| Liquid FOF | Debt | — | ₹1.05 Cr | +6.36% | — | — | ₹5 Lakhs | — |
| Balanced FOF | Hybrid | — | ₹0.84 Cr | +11.70% | — | — | ₹5 Lakhs | — |
| Bespoke | Equity | — | — | +5.28% | — | — | ₹50 Lakhs | — |
| Credit Risk FOF | Debt | — | — | — | — | — | ₹5 Lakhs | — |
Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "—" means the figure isn't reported. Past returns don't predict future returns.
Talk to a SEBI-registered adviser about PMS