Securities Investment Management Private Limited • Equity
SiMPL Small Cap Value Portfolio is an equity portfolio management service (PMS) strategy run by Securities Investment Management Private Limited, launched on 15 May 2023. As of 30 Sep 2026, it manages ₹159 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +15.94% over 1 year and +18.83% over 3 years (+20.76% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 9.63 percentage points ahead of its benchmark. Its 3-year return ranks 53rd 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: Equitree Emerging Opportunities (+18.93%), EverFlow India Opportunities (+18.85%), Wealth Mantra Fund (+18.68%), Activealphamc (+18.58%).
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 | -1.36% |
| 3 Months | +2.20% |
| 1 Year | +15.94% |
| 3 Years | +18.83% |
| Since Inception | +20.76% |
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 Small Cap Value Portfolio has a 1-year return of +15.94%, a 3-year return of +18.83% and +20.76% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 3 years, SiMPL Small Cap Value Portfolio returned +18.83% against +9.20% for the BSE 500 TRI, 9.63 percentage points ahead. Over 1 year it returned +15.94% 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 Small Cap Value Portfolio's 3-year return of +18.83% ranks 53rd as of 30 Sep 2026.
SiMPL Small Cap Value Portfolio is managed by Ravindra Purohit at Securities Investment Management. The strategy manages ₹159 Cr of client assets as of 30 Sep 2026.
SiMPL Small Cap Value Portfolio manages ₹159 Cr of client assets as of 30 Sep 2026.
The minimum investment for SiMPL Small Cap Value Portfolio is ₹50 Lakhs.
SiMPL Small Cap Value Portfolio was launched on 15 May 2023. It has a 3-year track record.
Description
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