Systematix Shares & Stocks (India) Limited • Equity
Dynamic Investment Approach is an equity portfolio management service (PMS) strategy run by Systematix Shares & Stocks (India) Limited, launched on 13 May 2008. As of 30 Sep 2026, it manages ₹181 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +28.59% over 1 year, +22.42% over 3 years and +21.18% over 5 years (+11.61% since inception). Over 3 years, the BSE 500 TRI returned +8.03%, so the strategy is 14.39 percentage points ahead of its benchmark. Its 3-year return ranks 24th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by RAJEEV BAJAJ.
Ranked nearby on 3-year return: S.E.L.F (+22.49%), Carnelian Bespoke Portfolio (+22.45%), Voyager (+22.31%), Ace Ten Trillion Opportunities (+21.84%).
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 | -2.77% |
| 3 Months | +7.28% |
| 1 Year | +28.59% |
| 3 Years | +22.42% |
| 5 Years | +21.18% |
| Since Inception | +11.61% |
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 callDynamic Investment Approach has a 1-year return of +28.59%, a 3-year return of +22.42%, a 5-year return of +21.18% and +11.61% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Dynamic Investment Approach returned +21.18% against +7.62% for the BSE 500 TRI, 13.56 percentage points ahead. Over 3 years it returned +22.42% against +8.03%; Over 1 year it returned +28.59% against -3.22%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, Dynamic Investment Approach's 3-year return of +22.42% ranks 24th as of 30 Sep 2026.
Dynamic Investment Approach is managed by RAJEEV BAJAJ at Systematix Shares & Stocks. The strategy manages ₹181 Cr of client assets as of 30 Sep 2026.
Dynamic Investment Approach manages ₹181 Cr of client assets as of 30 Sep 2026.
The minimum investment for Dynamic Investment Approach is ₹50 Lakhs.
Dynamic Investment Approach was launched on 13 May 2008. It has an 18-year track record.
Description