Progressive Share Brokers Private Limited • Equity
Equity Flexi Cap is an equity portfolio management service (PMS) strategy run by Progressive Share Brokers Private Limited, launched on 10 Oct 2024. As of 30 Sep 2026, it manages ₹3.85 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +10.41% over 1 year (-0.52% since inception). Over 1 year, the BSE 500 TRI returned -2.33%, so the strategy is 12.74 percentage points ahead of its benchmark. The minimum investment is ₹50 Lakhs. The strategy is managed by Rohit Ohri.
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 | +6.35% |
| 3 Months | +13.95% |
| 1 Year | +10.41% |
| Since Inception | -0.52% |
| management fee | Fixed Fees: AMC Charges - 1% |
| performance fee | Variable Fees: Hurdle Rate - 10% Variable fees will be charged at 20% of the returns generated above the hurdle rate. |
| exit load | 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 callEquity Flexi Cap has a 1-year return of +10.41% and -0.52% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 1 year, Equity Flexi Cap returned +10.41% against -2.33% for the BSE 500 TRI, 12.74 percentage points ahead. Figures as of 30 Sep 2026.
Equity Flexi Cap is managed by Rohit Ohri at Progressive Share Brokers. The strategy manages ₹3.85 Cr of client assets as of 30 Sep 2026.
Equity Flexi Cap manages ₹3.85 Cr of client assets as of 30 Sep 2026.
The fee structure for Equity Flexi Cap includes: management fee: Fixed Fees: AMC Charges - 1%; performance fee: Variable Fees: Hurdle Rate - 10% Variable fees will be charged at 20% of the returns generated above the hurdle rate.; exit load: Exit load - NIL.
The minimum investment for Equity Flexi Cap is ₹50 Lakhs.
Equity Flexi Cap was launched on 10 Oct 2024. It has a 1-year track record.
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