Consortium Securities Pvt Ltd • Equity
Consortium Securities Value PMS is an equity portfolio management service (PMS) strategy run by Consortium Securities Pvt Ltd, launched on 18 Aug 2014. As of 30 Sep 2026, it manages ₹102 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +15.50% over 1 year, +13.03% over 3 years and +16.11% over 5 years (+26.09% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 3.83 percentage points ahead of its benchmark. Its 3-year return ranks 169th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by HARVEER SINGH KALRA.
Ranked nearby on 3-year return: Emerging India Portfolio (+13.13%), Advisory Services (+13.07%), Equirus Long Horizon Fund (+13.03%), Axis Customized Portfolio (+13.01%).
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 Month | -1.06% |
| 3 Months | -0.12% |
| 1 Year | +15.50% |
| 3 Years | +13.03% |
| 5 Years | +16.11% |
| Since Inception | +26.09% |
| management fee | Fixed Fees: AMC CHARGES 1% |
| performance fee | Variable Fees: HURDLE 10% PROFIT SHARING 20% ON INCREMENTAL RETURN EXCEEDING HURDLE RATE |
| exit load | 1ST YEAR 3% 2ND YEAR 2% 3RD YEAR 1% |
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 callConsortium Securities Value PMS has a 1-year return of +15.50%, a 3-year return of +13.03%, a 5-year return of +16.11% and +26.09% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Consortium Securities Value PMS returned +16.11% against +8.91% for the BSE 500 TRI, 7.20 percentage points ahead. Over 3 years it returned +13.03% against +9.20%; Over 1 year it returned +15.50% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, Consortium Securities Value PMS's 3-year return of +13.03% ranks 169th as of 30 Sep 2026.
Consortium Securities Value PMS is managed by HARVEER SINGH KALRA at Consortium Securities. The strategy manages ₹102 Cr of client assets as of 30 Sep 2026.
Consortium Securities Value PMS manages ₹102 Cr of client assets as of 30 Sep 2026.
The fee structure for Consortium Securities Value PMS includes: management fee: Fixed Fees: AMC CHARGES 1%; performance fee: Variable Fees: HURDLE 10% PROFIT SHARING 20% ON INCREMENTAL RETURN EXCEEDING HURDLE RATE; exit load: 1ST YEAR 3% 2ND YEAR 2% 3RD YEAR 1%.
The minimum investment for Consortium Securities Value PMS is ₹50 Lakhs.
Consortium Securities Value PMS was launched on 18 Aug 2014. It has a 12-year track record.
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