Allegro Securities Pvt Ltd • Equity
Diversified is an equity portfolio management service (PMS) strategy run by Allegro Securities Pvt Ltd, launched on 6 Sep 2018. As of 30 Sep 2026, it manages ₹4.06 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are +0.96% over 1 year, +10.99% over 3 years and +19.75% over 5 years (+19.17% since inception). Over 3 years, the Nifty 50 TRI returned +6.06%, so the strategy is 4.93 percentage points ahead of its benchmark. Its 3-year return ranks 73rd of 220 PMS strategies benchmarked to the Nifty 50 TRI. The minimum investment is ₹5 Lakhs. The strategy is managed by Kunal Kashyap.
Ranked nearby on 3-year return: Trivantage Capital Small & Mid Cap Financials Portfolio (+11.07%), Narnolia Multi-Asset Fund (+11.00%), Neo Club - Equity Dedicated Product (+10.85%), Sterling Portfolio- Growth Portfolio (+10.51%).
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 | -4.22% |
| 3 Months | -2.11% |
| 1 Year | +0.96% |
| 3 Years | +10.99% |
| 5 Years | +19.75% |
| Since Inception | +19.17% |
| management fee | Fixed Fees: AMC Charge : 0% |
| performance fee | Variable Fees: AMC : 0.5% Hurdle : 10% Profit Sharing : 10% |
| exit load | 1st Year : 0% 2nd Year : 0% 3rd Year : 0% |
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 has a 1-year return of +0.96%, a 3-year return of +10.99%, a 5-year return of +19.75% and +19.17% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Diversified returned +19.75% against +6.37% for the Nifty 50 TRI, 13.38 percentage points ahead. Over 3 years it returned +10.99% against +6.06%; Over 1 year it returned +0.96% 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, Diversified's 3-year return of +10.99% ranks 73rd as of 30 Sep 2026.
Diversified is managed by Kunal Kashyap at Allegro Securities. The strategy manages ₹4.06 Cr of client assets as of 30 Sep 2026.
Diversified manages ₹4.06 Cr of client assets as of 30 Sep 2026.
The fee structure for Diversified includes: management fee: Fixed Fees: AMC Charge : 0%; performance fee: Variable Fees: AMC : 0.5% Hurdle : 10% Profit Sharing : 10%; exit load: 1st Year : 0% 2nd Year : 0% 3rd Year : 0%.
The minimum investment for Diversified is ₹5 Lakhs.
Diversified was launched on 6 Sep 2018. It has an 8-year track record.
Description
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