Securities Investment Management PMS strategies
Securities Investment Management runs 2 portfolio management strategies listed with APMI, managing ₹1,523 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 |
|---|---|---|---|---|---|---|---|---|
| SiMPL Multi Cap Value Portfolio | Equity | Ravindra Purohit | ₹1,364 Cr | +11.23% | +2.03 pts | — | ₹50 Lakhs | Sep 2026 |
| SiMPL Small Cap Value Portfolio | Equity | Ravindra Purohit | ₹159 Cr | +18.83% | +9.63 pts | — | ₹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