Securities Investment Management Private Limited • Equity
SiMPL Multi Cap Value Portfolio is an equity portfolio management service (PMS) strategy run by Securities Investment Management Private Limited, launched on 3 Sep 2009. As of 30 Sep 2026, it manages ₹1,364 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are -1.76% over 1 year, +11.23% over 3 years and +11.46% over 5 years (+17.80% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 2.03 percentage points ahead of its benchmark. Its 3-year return ranks 233rd of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Ravindra Purohit.
Ranked nearby on 3-year return: Karma Capital Jasmine (+11.31%), AAA Shariah PMS (+11.25%), Prosperity Discovery Fund (+11.20%), ValueQuest Platinum (+11.18%).
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 | -5.75% |
| 3 Months | -6.37% |
| 1 Year | -1.76% |
| 3 Years | +11.23% |
| 5 Years | +11.46% |
| Since Inception | +17.80% |
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 callSiMPL Multi Cap Value Portfolio has a 1-year return of -1.76%, a 3-year return of +11.23%, a 5-year return of +11.46% and +17.80% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, SiMPL Multi Cap Value Portfolio returned +11.46% against +8.91% for the BSE 500 TRI, 2.55 percentage points ahead. Over 3 years it returned +11.23% against +9.20%; Over 1 year it returned -1.76% 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, SiMPL Multi Cap Value Portfolio's 3-year return of +11.23% ranks 233rd as of 30 Sep 2026.
SiMPL Multi Cap Value Portfolio is managed by Ravindra Purohit at Securities Investment Management. The strategy manages ₹1,364 Cr of client assets as of 30 Sep 2026.
SiMPL Multi Cap Value Portfolio manages ₹1,364 Cr of client assets as of 30 Sep 2026.
The minimum investment for SiMPL Multi Cap Value Portfolio is ₹50 Lakhs.
SiMPL Multi Cap Value Portfolio was launched on 3 Sep 2009. It has a 17-year track record.
Description
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