Sykes And Ray Equities India Limited • Equity
SRE PE Shield is an equity portfolio management service (PMS) strategy run by Sykes And Ray Equities India Limited, launched on 31 May 2018. As of 30 Sep 2026, it manages ₹25.91 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are -2.41% over 1 year, +5.99% over 3 years and +6.19% over 5 years (+8.64% since inception). Over 3 years, the BSE 500 TRI returned +6.06%, so the strategy is 0.07 percentage points behind of its benchmark. Its 3-year return ranks 394th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Anup Gupta, NITESH CHAND, Karunesh Varma.
Ranked nearby on 3-year return: Sankhya India Portfolio (+6.09%), BCAD (+6.08%), Centrum Good to Great PORTFOLIO. (+5.98%), Sanctum Indian Titans (+5.95%).
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 | -6.79% |
| 3 Months | -3.95% |
| 1 Year | -2.41% |
| 3 Years | +5.99% |
| 5 Years | +6.19% |
| Since Inception | +8.64% |
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 callSRE PE Shield has a 1-year return of -2.41%, a 3-year return of +5.99%, a 5-year return of +6.19% and +8.64% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, SRE PE Shield returned +6.19% against +6.38% for the BSE 500 TRI, 0.19 percentage points behind. Over 3 years it returned +5.99% against +6.06%; Over 1 year it returned -2.41% against -7.09%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, SRE PE Shield's 3-year return of +5.99% ranks 394th as of 30 Sep 2026.
SRE PE Shield is managed by Anup Gupta, NITESH CHAND, Karunesh Varma at Sykes And Ray Equities India. The strategy manages ₹25.91 Cr of client assets as of 30 Sep 2026.
SRE PE Shield manages ₹25.91 Cr of client assets as of 30 Sep 2026.
The minimum investment for SRE PE Shield is ₹50 Lakhs.
SRE PE Shield was launched on 31 May 2018. It has an 8-year track record.
Description
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