HPMG SHARES AND SECURITIES PVT LTD • Equity
HPMG Small Cap Fund is an equity portfolio management service (PMS) strategy run by HPMG SHARES AND SECURITIES PVT LTD, launched on 7 Feb 2023. As of 30 Sep 2026, it manages ₹7.31 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +15.34% over 1 year and +12.49% over 3 years (+23.58% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 3.29 percentage points ahead of its benchmark. Its 3-year return ranks 190th 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: Purnartha Pratham (+12.54%), dezerv. Alpha Equity Strategy (+12.52%), The Indian Economic Transformation Portfolio Systematic Rebalancing Option (+12.47%), Ambit Good & Clean MidCap Portfolio (+12.36%).
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 | +0.02% |
| 3 Months | +4.08% |
| 1 Year | +15.34% |
| 3 Years | +12.49% |
| Since Inception | +23.58% |
| 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 Small Cap Fund has a 1-year return of +15.34%, a 3-year return of +12.49% and +23.58% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 3 years, HPMG Small Cap Fund returned +12.49% against +9.20% for the BSE 500 TRI, 3.29 percentage points ahead. Over 1 year it returned +15.34% 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 Small Cap Fund's 3-year return of +12.49% ranks 190th as of 30 Sep 2026.
HPMG Small Cap Fund is managed by HASIT PANDYA at HPMG Shares and Securities. The strategy manages ₹7.31 Cr of client assets as of 30 Sep 2026.
HPMG Small Cap Fund manages ₹7.31 Cr of client assets as of 30 Sep 2026.
The fee structure for HPMG Small Cap 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 Small Cap Fund is ₹50 Lakhs.
HPMG Small Cap Fund was launched on 7 Feb 2023. It has a 3-year track record.
Description
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