Allegro Securities Pvt Ltd • Equity
Mid Cap Equity FOF is an equity portfolio management service (PMS) strategy run by Allegro Securities Pvt Ltd, launched on 9 Jun 2017. As of 30 Sep 2026, it manages ₹2.01 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are +1.20% over 1 year, +12.18% over 3 years and +12.55% over 5 years (+13.31% since inception). Over 3 years, the Nifty 50 TRI returned +6.06%, so the strategy is 6.12 percentage points ahead of its benchmark. Its 3-year return ranks 54th 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: Ambit CALIBER Portfolio - STP (+12.27%), Bonanza Multicap (+12.20%), RH AlphaBots India 100 (+12.17%), Banyan Yield Plus (+12.09%).
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 | -6.25% |
| 3 Months | -2.53% |
| 1 Year | +1.20% |
| 3 Years | +12.18% |
| 5 Years | +12.55% |
| Since Inception | +13.31% |
| management fee | Fixed Fees: AMC Charge : 0% |
| performance fee | Variable Fees: AMC : 0.5% Hurdle : 10% Profit Sharing : 10% |
| 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 callMid Cap Equity FOF has a 1-year return of +1.20%, a 3-year return of +12.18%, a 5-year return of +12.55% and +13.31% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Mid Cap Equity FOF returned +12.55% against +6.37% for the Nifty 50 TRI, 6.18 percentage points ahead. Over 3 years it returned +12.18% against +6.06%; Over 1 year it returned +1.20% 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, Mid Cap Equity FOF's 3-year return of +12.18% ranks 54th as of 30 Sep 2026.
Mid Cap Equity FOF is managed by Kunal Kashyap at Allegro Securities. The strategy manages ₹2.01 Cr of client assets as of 30 Sep 2026.
Mid Cap Equity FOF manages ₹2.01 Cr of client assets as of 30 Sep 2026.
The fee structure for Mid Cap Equity FOF includes: management fee: Fixed Fees: AMC Charge : 0%; performance fee: Variable Fees: AMC : 0.5% Hurdle : 10% Profit Sharing : 10%; exit load: 1st Year : 3% 2nd Year : 2% 3rd Year : 1%.
The minimum investment for Mid Cap Equity FOF is ₹5 Lakhs.
Mid Cap Equity FOF was launched on 9 Jun 2017. It has a 9-year track record.
Description
All Allegro Securities PMS strategies →Browse all PMS strategies in India →