Prosperity Wealth Management PMS strategies
Prosperity Wealth Management runs 2 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 |
|---|---|---|---|---|---|---|---|---|
| Prosperity Discovery Fund | Equity | Mr. Vasudev Gupta | ₹118 Cr | +9.88% | -2.21 pts | 1.5% fixed or 10% of profits over 10% | ₹50 Lakhs | Aug 2026 |
| Prosperity Fund of Funds | Equity | Mr. Vasudev Gupta | ₹12.42 Cr | — | — | 0.75% fixed | ₹50 Lakhs | Aug 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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