Smallcap High Growth Low Valuation PMS: Returns, AUM & Details
Dynamic Equities Pvt Ltd • Equity
Smallcap High Growth Low Valuation is an equity portfolio management service (PMS) strategy run by Dynamic Equities Pvt Ltd, launched on 9 Jan 2024. It manages ₹45.19 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are -24.85% over 1 year (-1.42% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹45.19 Cr
Minimum investment
₹50 Lakhs
Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
Fund Manager
Not Disclosed
Assets (AUM)
₹45.19 Cr
Benchmark Index
Nifty 500 TRI
Inception Date
09/01/2024
Trailing Returns
Trailing returns
Period
Return
1 Month
+0.62%
3 Months
-5.36%
1 Year
-24.85%
Since Inception
-1.42%
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.