Allegro Securities Pvt Ltd • Equity
Health Care is an equity portfolio management service (PMS) strategy run by Allegro Securities Pvt Ltd, launched on 1 Jun 2017. As of 30 Sep 2026, it manages ₹12.21 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are -0.89% over 1 year, +6.27% over 3 years and +8.38% over 5 years (+12.88% since inception). Over 3 years, the Nifty 50 TRI returned +6.06%, so the strategy is 0.21 percentage points ahead of its benchmark. Its 3-year return ranks 147th 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: ASK Financial Opportunities Portfolio STP (+6.30%), Awriga Core Strategy (+6.27%), Agreya Momentum Enhancer (+6.24%), Bluechip Portfolio (+6.21%).
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 | -4.23% |
| 3 Months | -2.88% |
| 1 Year | -0.89% |
| 3 Years | +6.27% |
| 5 Years | +8.38% |
| Since Inception | +12.88% |
| management fee | Fixed Fees: AMC Charge : 0% |
| performance fee | Variable Fees: AMC : 1.5% or 2.5% Hurdle : 10% or 0% Profit Sharing : 20% or 0% |
| exit load | 1st Year : 3% 2nd Year : 2% 3rd Year : 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 callHealth Care has a 1-year return of -0.89%, a 3-year return of +6.27%, a 5-year return of +8.38% and +12.88% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Health Care returned +8.38% against +6.37% for the Nifty 50 TRI, 2.01 percentage points ahead. Over 3 years it returned +6.27% against +6.06%; Over 1 year it returned -0.89% 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, Health Care's 3-year return of +6.27% ranks 147th as of 30 Sep 2026.
Health Care is managed by Kunal Kashyap at Allegro Securities. The strategy manages ₹12.21 Cr of client assets as of 30 Sep 2026.
Health Care manages ₹12.21 Cr of client assets as of 30 Sep 2026.
The fee structure for Health Care includes: management fee: Fixed Fees: AMC Charge : 0%; performance fee: Variable Fees: AMC : 1.5% or 2.5% Hurdle : 10% or 0% Profit Sharing : 20% or 0%; exit load: 1st Year : 3% 2nd Year : 2% 3rd Year : 1%.
The minimum investment for Health Care is ₹5 Lakhs.
Health Care was launched on 1 Jun 2017. It has a 9-year track record.
Description
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