Dynamic Equities PMS strategies
Dynamic Equities runs 8 portfolio management strategies listed with APMI, managing ₹151 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 |
|---|---|---|---|---|---|---|---|---|
| Bluechip High Growth Low Valuation | Equity | Shailesh Saraf | ₹91.56 Cr | — | — | — | ₹50 Lakhs | Sep 2026 |
| Smallcap High Growth Low Valuation | Equity | — | ₹45.19 Cr | — | — | — | ₹50 Lakhs | — |
| Multicap High Growth High Momentum | Equity | — | ₹9.05 Cr | — | — | — | ₹50 Lakhs | — |
| Midcap Mavens | Equity | Shridhar Bhuwalka | ₹2.93 Cr | — | — | See strategy | ₹50 Lakhs | Sep 2026 |
| PMS Emerging Winners | Equity | — | ₹1.43 Cr | — | — | — | ₹50 Lakhs | — |
| Dynamicmf | Multi Asset | — | ₹0.59 Cr | — | — | — | ₹50 Lakhs | — |
| PSU High Growth Low Valuation | Equity | — | ₹0.07 Cr | — | — | — | ₹50 Lakhs | — |
| Emerging High Growth Low Valuation | Equity | — | — | — | — | — | ₹50 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.
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