HPMG Shares and Securities PMS strategies
HPMG Shares and Securities runs 2 portfolio management strategies listed with APMI, managing ₹39.45 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 |
|---|---|---|---|---|---|---|---|---|
| HPMG Multicap Fund | Equity | HASIT PANDYA | ₹32.1 Cr | +8.33% | -0.87 pts | 2% fixed or 0.5% + 20% of profits over 8% | ₹50 Lakhs | Sep 2026 |
| HPMG Small Cap Fund | Equity | HASIT PANDYA | ₹7.35 Cr | +12.70% | +3.50 pts | 2% fixed or 0.5% + 20% of profits over 8% | ₹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.
Talk to a SEBI-registered adviser about PMS