HPMG SHARES AND SECURITIES PVT LTD • Equity
HPMG Multicap Fund is an equity portfolio management service (PMS) strategy run by HPMG SHARES AND SECURITIES PVT LTD, launched on 2 Dec 2022. As of 30 Sep 2026, it manages ₹31.96 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are -0.94% over 1 year and +8.17% over 3 years (+14.21% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 1.03 percentage points behind of its benchmark. Its 3-year return ranks 338th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by HASIT PANDYA.
Ranked nearby on 3-year return: ICICI Prudential PMS Enterprising India Strategy Series II (+8.19%), Ambit Good & Clean Multi Cap Portfolio (+8.18%), Escorp Asset Management Ltd (+8.16%), 360 ONE Multicap PMS (+8.13%).
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 | -6.40% |
| 3 Months | -3.19% |
| 1 Year | -0.94% |
| 3 Years | +8.17% |
| Since Inception | +14.21% |
| management fee | Fixed Fees: AMC Charge 2% |
| performance fee | Variable Fees: AMC: 0.5% Hurdle: 8% Profit Sharing: 20% |
| exit load | 1st Year: 3% 2nd Year: 2% 3rd Year: 1% After 3rd Year: 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 callHPMG Multicap Fund has a 1-year return of -0.94%, a 3-year return of +8.17% and +14.21% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 3 years, HPMG Multicap Fund returned +8.17% against +9.20% for the BSE 500 TRI, 1.03 percentage points behind. Over 1 year it returned -0.94% 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, HPMG Multicap Fund's 3-year return of +8.17% ranks 338th as of 30 Sep 2026.
HPMG Multicap Fund is managed by HASIT PANDYA at HPMG Shares and Securities. The strategy manages ₹31.96 Cr of client assets as of 30 Sep 2026.
HPMG Multicap Fund manages ₹31.96 Cr of client assets as of 30 Sep 2026.
The fee structure for HPMG Multicap Fund includes: management fee: Fixed Fees: AMC Charge 2%; performance fee: Variable Fees: AMC: 0.5% Hurdle: 8% Profit Sharing: 20%; exit load: 1st Year: 3% 2nd Year: 2% 3rd Year: 1% After 3rd Year: Nil.
The minimum investment for HPMG Multicap Fund is ₹50 Lakhs.
HPMG Multicap Fund was launched on 2 Dec 2022. It has a 3-year track record.
Description
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