Dalal & Broacha Stock Broking PMS strategies
Dalal & Broacha Stock Broking runs 2 portfolio management strategies listed with APMI, managing ₹1,448 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 |
|---|---|---|---|---|---|---|---|---|
| Long Term Growth | Equity | MILIND KARMARKAR | ₹1,202 Cr | +12.75% | +6.69 pts | 2% fixed | ₹50 Lakhs | Sep 2026 |
| Aggressive Long Term Capital Appreciation | Equity | MILIND KARMARKAR | ₹246 Cr | +27.20% | +21.14 pts | 0.06% fixed | ₹50 Lakhs | Sep 2026 |
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.
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