Pioneer Client Associates Pvt Ltd • Equity
CA MFM Large cap is an equity portfolio management service (PMS) strategy run by Pioneer Client Associates Pvt Ltd, launched on 22 Feb 2022. As of 30 Sep 2026, it is benchmarked against the Nifty 50 TRI. Its reported trailing returns are -10.88% over 1 year and -4.58% over 3 years (-0.86% since inception). Over 3 years, the Nifty 50 TRI returned +6.06%, so the strategy is 10.64 percentage points behind of its benchmark. Its 3-year return ranks 217th of 220 PMS strategies benchmarked to the Nifty 50 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Nitin Aggarwal.
Ranked nearby on 3-year return: Wealth Optimiser Aggresive Growth AXIS (-3.82%), Value Investing (-4.37%), The Alpha Capital Pledge-Private Markets (-6.94%), Wealth Spiral ( Dynamic Scheme) 2 (-9.10%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Year | -10.88% |
| 3 Years | -4.58% |
| Since Inception | -0.86% |
| management fee | Fixed Fees: Fee option for distribution model - 1.50% p.a. Fee Option for RIA Model - 1.00% p.a. |
| performance fee | Variable Fees: For distribution model: AMC - 1.00% p.a. Hurdle - 10% Profit Sharing - 20% without catch up For RIA model AMC - 0.50% Hurdle - 10% Profit Sharing - 20% without catch up |
| exit load | NIL |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callCA MFM Large cap has a 1-year return of -10.88%, a 3-year return of -4.58% and -0.86% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 3 years, CA MFM Large cap returned -4.58% against +6.06% for the Nifty 50 TRI, 10.64 percentage points behind. Over 1 year it returned -10.88% against -7.09%. Figures as of 30 Sep 2026.
Among 220 PMS strategies benchmarked to the Nifty 50 TRI with a 3-year track record, CA MFM Large cap's 3-year return of -4.58% ranks 217th as of 30 Sep 2026.
CA MFM Large cap is managed by Nitin Aggarwal at Pioneer Client Associates.
The fee structure for CA MFM Large cap includes: management fee: Fixed Fees: Fee option for distribution model - 1.50% p.a. Fee Option for RIA Model - 1.00% p.a.; performance fee: Variable Fees: For distribution model: AMC - 1.00% p.a. Hurdle - 10% Profit Sharing - 20% without catch up For RIA model AMC - 0.50% Hurdle - 10% Profit Sharing - 20% without catch up; exit load: NIL.
The minimum investment for CA MFM Large cap is ₹50 Lakhs.
CA MFM Large cap was launched on 22 Feb 2022. It has a 4-year track record.
Description
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