Paterson Securities PMS strategies
Paterson Securities runs 6 portfolio management strategies listed with APMI, managing ₹170 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 |
|---|---|---|---|---|---|---|---|---|
| Paterson Customised | Equity | prasannabidkar | ₹77.92 Cr | — | — | 2% fixed, or a variable plan (see strategy) | ₹50 Lakhs | Sep 2026 |
| Actively Managed Total Return Portfolio | Debt | — | ₹43.83 Cr | — | — | — | ₹5 Lakhs | — |
| Delta Fund | Equity | prasannabidkar | ₹22.02 Cr | — | — | 2% fixed, or a variable plan (see strategy) | ₹50 Lakhs | Sep 2026 |
| Paterson Southern Spice | Equity | prasannabidkar | ₹19.16 Cr | — | — | 2% fixed, or a variable plan (see strategy) | ₹50 Lakhs | Sep 2026 |
| Paterson Leadership | Equity | prasannabidkar | ₹7.32 Cr | — | — | 2% fixed, or a variable plan (see strategy) | ₹50 Lakhs | Sep 2026 |
| Paterson Advantage | Equity | prasannabidkar | — | — | — | 2% fixed, or a variable plan (see strategy) | ₹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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