JHP Securities Private Limited • Equity
India Portfolio Builder is an equity portfolio management service (PMS) strategy run by JHP Securities Private Limited, launched on 1 Jan 2016. As of 30 Sep 2026, it manages ₹8.08 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +0.40% over 1 year, +8.29% over 3 years and +10.20% over 5 years (+9.46% since inception). Over 3 years, the BSE 500 TRI returned +8.29%, so the strategy is level with its benchmark. Its 3-year return ranks 331st of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Milind Pankaj Patel.
Ranked nearby on 3-year return: EquityFactorQuant (+8.43%), Business Leader (+8.38%), Solitaire (+8.27%), Barclays Wealth Dynamic Opportunities portfolio (+8.26%).
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 | -5.89% |
| 3 Months | -2.53% |
| 1 Year | +0.40% |
| 3 Years | +8.29% |
| 5 Years | +10.20% |
| Since Inception | +9.46% |
| performance fee | Variable Fees: Hurdle : 9% Profit sharing : 25% |
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 callIndia Portfolio Builder has a 1-year return of +0.40%, a 3-year return of +8.29%, a 5-year return of +10.20% and +9.46% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, India Portfolio Builder returned +10.20% against +7.62% for the BSE 500 TRI, 2.58 percentage points ahead. Over 3 years it returned +8.29% against +8.29%; Over 1 year it returned +0.40% against -3.22%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, India Portfolio Builder's 3-year return of +8.29% ranks 331st as of 30 Sep 2026.
India Portfolio Builder is managed by Milind Pankaj Patel at JHP Securities. The strategy manages ₹8.08 Cr of client assets as of 30 Sep 2026.
India Portfolio Builder manages ₹8.08 Cr of client assets as of 30 Sep 2026.
The fee structure for India Portfolio Builder includes: performance fee: Variable Fees: Hurdle : 9% Profit sharing : 25%.
The minimum investment for India Portfolio Builder is ₹50 Lakhs.
India Portfolio Builder was launched on 1 Jan 2016. It has a 10-year track record.
Description
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