PATERSON SECURITIES PRIVATE LIMITED • Equity
Paterson Advantage is an equity portfolio management service (PMS) strategy run by PATERSON SECURITIES PRIVATE LIMITED, launched on 1 Jun 2024. As of 30 Sep 2026, it is benchmarked against the Nifty 50 TRI. Its reported trailing returns are -41.26% over 1 year (-28.97% since inception). Over 1 year, the Nifty 50 TRI returned -0.37%, so the strategy is 40.89 percentage points behind of its benchmark. The minimum investment is ₹50 Lakhs. The strategy is managed by prasannabidkar.
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 Year | -41.26% |
| Since Inception | -28.97% |
| management fee | Fixed Fees: AMC charge 2% |
| performance fee | Variable Fees: 0% |
| exit load | 1st year 1% 2nd year 1% 3rd year 1% and 3rd year 0% |
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 callPaterson Advantage has a 1-year return of -41.26% and -28.97% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 1 year, Paterson Advantage returned -41.26% against -0.37% for the Nifty 50 TRI, 40.89 percentage points behind. Figures as of 30 Sep 2026.
Paterson Advantage is managed by prasannabidkar at Paterson Securities.
The fee structure for Paterson Advantage includes: management fee: Fixed Fees: AMC charge 2%; performance fee: Variable Fees: 0%; exit load: 1st year 1% 2nd year 1% 3rd year 1% and 3rd year 0%.
The minimum investment for Paterson Advantage is ₹50 Lakhs.
Paterson Advantage was launched on 1 Jun 2024. It has a 2-year track record.
Description
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