Dalal & Broacha Stock Broking Pvt. Ltd. • Equity
Long Term Growth is an equity portfolio management service (PMS) strategy run by Dalal & Broacha Stock Broking Pvt. Ltd., launched on 24 Aug 2007. As of 30 Sep 2026, it manages ₹1,202 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are -0.86% over 1 year, +12.75% over 3 years and +10.88% over 5 years (+13.02% since inception). Over 3 years, the Nifty 50 TRI returned +6.06%, so the strategy is 6.69 percentage points ahead of its benchmark. Its 3-year return ranks 39th of 220 PMS strategies benchmarked to the Nifty 50 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by MILIND KARMARKAR.
Ranked nearby on 3-year return: PriceBridge Direct Mutual Fund (+13.41%), Focused Leadership Portfolio (+12.86%), CORE and SATELLITE PORTFOLIO SCHEME 1 (+12.69%), Moneygrow Large Midcap (+12.69%).
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 | -4.88% |
| 3 Months | -3.77% |
| 1 Year | -0.86% |
| 3 Years | +12.75% |
| 5 Years | +10.88% |
| Since Inception | +13.02% |
| management fee | Fixed Fees: AMC Change : 2% |
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 callLong Term Growth has a 1-year return of -0.86%, a 3-year return of +12.75%, a 5-year return of +10.88% and +13.02% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Long Term Growth returned +10.88% against +6.38% for the Nifty 50 TRI, 4.50 percentage points ahead. Over 3 years it returned +12.75% against +6.06%; Over 1 year it returned -0.86% 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, Long Term Growth's 3-year return of +12.75% ranks 39th as of 30 Sep 2026.
Long Term Growth is managed by MILIND KARMARKAR at Dalal & Broacha Stock Broking. The strategy manages ₹1,202 Cr of client assets as of 30 Sep 2026.
Long Term Growth manages ₹1,202 Cr of client assets as of 30 Sep 2026.
The fee structure for Long Term Growth includes: management fee: Fixed Fees: AMC Change : 2%.
The minimum investment for Long Term Growth is ₹50 Lakhs.
Long Term Growth was launched on 24 Aug 2007. It has a 19-year track record.
Description
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