Sharekhan Limited • Equity
Diversified equity is an equity portfolio management service (PMS) strategy run by Sharekhan Limited, launched on 13 May 2004. As of 30 Sep 2026, it manages ₹4.69 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +0.93% over 1 year, +6.42% over 3 years and +6.47% over 5 years (-4.06% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 2.78 percentage points behind of its benchmark. Its 3-year return ranks 379th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Gaurav Dua.
Ranked nearby on 3-year return: RHPMPL- Flexicap Portfolio (+6.46%), Q India Responsible Returns Strategy (+6.43%), Concentrated Portfolio (+6.40%), Pearl Portfolio (+6.37%).
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 | -5.26% |
| 3 Months | -1.91% |
| 1 Year | +0.93% |
| 3 Years | +6.42% |
| 5 Years | +6.47% |
| Since Inception | -4.06% |
| management fee | Fixed Fees: Fees : 0%-2.5%p.a + taxes |
| performance fee | Variable Fees: 0.5% + statutory charges Hurdle rate - 15%(net off all the cost) profit sharing 20% post hurdle rate |
| 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 callDiversified equity has a 1-year return of +0.93%, a 3-year return of +6.42%, a 5-year return of +6.47% and -4.06% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Diversified equity returned +6.47% against +8.90% for the BSE 500 TRI, 2.43 percentage points behind. Over 3 years it returned +6.42% against +9.20%; Over 1 year it returned +0.93% 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, Diversified equity's 3-year return of +6.42% ranks 379th as of 30 Sep 2026.
Diversified equity is managed by Gaurav Dua at Sharekhan. The strategy manages ₹4.69 Cr of client assets as of 30 Sep 2026.
Diversified equity manages ₹4.69 Cr of client assets as of 30 Sep 2026.
The fee structure for Diversified equity includes: management fee: Fixed Fees: Fees : 0%-2.5%p.a + taxes; performance fee: Variable Fees: 0.5% + statutory charges Hurdle rate - 15%(net off all the cost) profit sharing 20% post hurdle rate; exit load: NIL.
The minimum investment for Diversified equity is ₹50 Lakhs.
Diversified equity was launched on 13 May 2004. It has a 22-year track record.
Description
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