Sykes And Ray Equities India PMS strategies
Sykes And Ray Equities India runs 11 portfolio management strategies listed with APMI, managing ₹142 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 |
|---|---|---|---|---|---|---|---|---|
| SRE Large & Mid Momentum PMS | Equity | Anup Gupta | ₹57 Cr | — | — | — | ₹50 Lakhs | Aug 2026 |
| SRE PE Shield | Equity | Anup Gupta | ₹31.98 Cr | +9.36% | +0.36 pts | — | ₹50 Lakhs | Aug 2026 |
| Sykes & Ray Equities(I) Ltd-Ignited Idea | Equity | Anup Gupta | ₹21.7 Cr | +20.90% | +8.81 pts | — | ₹50 Lakhs | Aug 2026 |
| SRE Inflection Idea | Equity | Anup Gupta | ₹9.08 Cr | — | — | — | ₹50 Lakhs | Aug 2026 |
| SRE Ploutos Fund | Equity | Akshay Mantri | ₹5.07 Cr | — | — | — | ₹50000 Rupees | Aug 2026 |
| Sykes & Ray Equities(I) Ltd-Quantitative Growth | Equity | — | ₹4.82 Cr | +27.08% | — | — | ₹50 Lakhs | — |
| PlantRich Heritage Value PMS | — | Meet Parmar | ₹3.93 Cr | — | — | — | ₹50 Lakhs | Aug 2026 |
| Plantrich Alpha Edge VALUE PMS | — | Meet Parmar | ₹3.54 Cr | — | — | — | ₹50 Lakhs | Aug 2026 |
| SRE Finansys Quant Momentum PMS | Equity | Smita Shetty | ₹2.98 Cr | — | — | — | ₹5 Lakhs | Aug 2026 |
| SRE PlantRich Heritage Value PMS | Equity | — | ₹2.01 Cr | — | — | — | ₹50 Lakhs | — |
| SRE Small Cap Momentum PMS | 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.
Talk to a SEBI-registered adviser about PMS