Hedge Equities Ltd • Equity
Financial Freedom is an equity portfolio management service (PMS) strategy run by Hedge Equities Ltd, launched on 1 Nov 2021. As of 30 Sep 2026, it manages ₹35.95 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +8.45% over 1 year and +16.06% over 3 years (+12.42% since inception). Over 3 years, the BSE 500 TRI returned +9.21%, so the strategy is 6.85 percentage points ahead of its benchmark. Its 3-year return ranks 93rd of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by ALEX K BABU.
Ranked nearby on 3-year return: All Cap Strategy (+16.29%), Select Sector Portfolio NR (+16.15%), BRAINPOINT Future Winners (+15.88%), Apex (+15.83%).
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 | -2.75% |
| 3 Months | +1.70% |
| 1 Year | +8.45% |
| 3 Years | +16.06% |
| Since Inception | +12.42% |
| management fee | Fixed Fees: AMC charge - 2.5% p.a. |
| performance fee | Variable Fees: Amc - 1% Hurdle - 10% Profit sharing - 20% |
| exit load | 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 callFinancial Freedom has a 1-year return of +8.45%, a 3-year return of +16.06% and +12.42% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 3 years, Financial Freedom returned +16.06% against +9.21% for the BSE 500 TRI, 6.85 percentage points ahead. Over 1 year it returned +8.45% 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, Financial Freedom's 3-year return of +16.06% ranks 93rd as of 30 Sep 2026.
Financial Freedom is managed by ALEX K BABU at Hedge Equities. The strategy manages ₹35.95 Cr of client assets as of 30 Sep 2026.
Financial Freedom manages ₹35.95 Cr of client assets as of 30 Sep 2026.
The fee structure for Financial Freedom includes: management fee: Fixed Fees: AMC charge - 2.5% p.a.; performance fee: Variable Fees: Amc - 1% Hurdle - 10% Profit sharing - 20%; exit load: 1%.
The minimum investment for Financial Freedom is ₹50 Lakhs.
Financial Freedom was launched on 1 Nov 2021. It has a 4-year track record.
Description
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