Prosperity Wealth Management Private Limited • Equity
Prosperity Discovery Fund is an equity portfolio management service (PMS) strategy run by Prosperity Wealth Management Private Limited, launched on 7 Dec 2020. As of 30 Sep 2026, it manages ₹123 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +11.39% over 1 year, +11.20% over 3 years and +10.31% over 5 years (+17.91% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 2.00 percentage points ahead of its benchmark. Its 3-year return ranks 234th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Mr. Vasudev Gupta.
Ranked nearby on 3-year return: AAA Shariah PMS (+11.25%), SiMPL Multi Cap Value Portfolio (+11.23%), ValueQuest Platinum (+11.18%), 2Point2 Long Term Value Fund (+11.17%).
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 | +3.55% |
| 3 Months | +7.38% |
| 1 Year | +11.39% |
| 3 Years | +11.20% |
| 5 Years | +10.31% |
| Since Inception | +17.91% |
| management fee | Fixed Fees: Management Fee: 1.5% |
| performance fee | Variable Fees: Hurdle Rate: 10% Performance Fee: 10% |
| exit load | 1st Year: 2% 2nd Year: 1% 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 callProsperity Discovery Fund has a 1-year return of +11.39%, a 3-year return of +11.20%, a 5-year return of +10.31% and +17.91% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Prosperity Discovery Fund returned +10.31% against +8.91% for the BSE 500 TRI, 1.40 percentage points ahead. Over 3 years it returned +11.20% against +9.20%; Over 1 year it returned +11.39% 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, Prosperity Discovery Fund's 3-year return of +11.20% ranks 234th as of 30 Sep 2026.
Prosperity Discovery Fund is managed by Mr. Vasudev Gupta at Prosperity Wealth Management. The strategy manages ₹123 Cr of client assets as of 30 Sep 2026.
Prosperity Discovery Fund manages ₹123 Cr of client assets as of 30 Sep 2026.
The fee structure for Prosperity Discovery Fund includes: management fee: Fixed Fees: Management Fee: 1.5%; performance fee: Variable Fees: Hurdle Rate: 10% Performance Fee: 10%; exit load: 1st Year: 2% 2nd Year: 1% 3rd Year: 0%.
The minimum investment for Prosperity Discovery Fund is ₹50 Lakhs.
Prosperity Discovery Fund was launched on 7 Dec 2020. It has a 5-year track record.
Description
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