Prudent Equity Private Limited • Equity
Prudent Equity Growth Strategy is an equity portfolio management service (PMS) strategy run by Prudent Equity Private Limited, launched on 2 Jul 2024. As of 30 Sep 2026, it manages ₹27.06 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are -0.13% over 1 year (-1.79% since inception). Over 1 year, the BSE 500 TRI returned -2.33%, so the strategy is 2.20 percentage points ahead of its benchmark. The minimum investment is ₹50 Lakhs. The strategy is managed by Diwakar Rana.
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 | -1.42% |
| 3 Months | -5.26% |
| 1 Year | -0.13% |
| Since Inception | -1.79% |
| management fee | Fixed Fees: AMC Charge : 1% p.a. Charged monthly on average AUM |
| performance fee | Variable Fees: Profit Sharing : 15% p.a. |
| exit load | 1st Year : 3% 2nd Year : 0 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 callPrudent Equity Growth Strategy has a 1-year return of -0.13% and -1.79% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 1 year, Prudent Equity Growth Strategy returned -0.13% against -2.33% for the BSE 500 TRI, 2.20 percentage points ahead. Figures as of 30 Sep 2026.
Prudent Equity Growth Strategy is managed by Diwakar Rana at Prudent Equity. The strategy manages ₹27.06 Cr of client assets as of 30 Sep 2026.
Prudent Equity Growth Strategy manages ₹27.06 Cr of client assets as of 30 Sep 2026.
The fee structure for Prudent Equity Growth Strategy includes: management fee: Fixed Fees: AMC Charge : 1% p.a. Charged monthly on average AUM; performance fee: Variable Fees: Profit Sharing : 15% p.a.; exit load: 1st Year : 3% 2nd Year : 0 3rd Year :0.
The minimum investment for Prudent Equity Growth Strategy is ₹50 Lakhs.
Prudent Equity Growth Strategy was launched on 2 Jul 2024. It has a 2-year track record.
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