JHP Securities Private Limited • Equity
The Great India Opportunity is an equity portfolio management service (PMS) strategy run by JHP Securities Private Limited, launched on 1 Jan 2016. As of 30 Sep 2026, it manages ₹1.59 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +8.63% over 1 year, +12.96% over 3 years and +17.03% over 5 years (+10.56% since inception). Over 3 years, the BSE 500 TRI returned +8.29%, so the strategy is 4.67 percentage points ahead of its benchmark. Its 3-year return ranks 172nd of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Milind Pankaj Patel.
Ranked nearby on 3-year return: Equirus Long Horizon Fund (+13.03%), Axis Customized Portfolio (+13.01%), Karma Wealth Builder (+12.93%), Master Trust India Growth Strategy (+12.91%).
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 | -0.93% |
| 3 Months | -4.72% |
| 1 Year | +8.63% |
| 3 Years | +12.96% |
| 5 Years | +17.03% |
| Since Inception | +10.56% |
| performance fee | Variable Fees: Hurdle : 9% Profit Sharing :25% |
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 callThe Great India Opportunity has a 1-year return of +8.63%, a 3-year return of +12.96%, a 5-year return of +17.03% and +10.56% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, The Great India Opportunity returned +17.03% against +7.62% for the BSE 500 TRI, 9.41 percentage points ahead. Over 3 years it returned +12.96% against +8.29%; Over 1 year it returned +8.63% against -3.22%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, The Great India Opportunity's 3-year return of +12.96% ranks 172nd as of 30 Sep 2026.
The Great India Opportunity is managed by Milind Pankaj Patel at JHP Securities. The strategy manages ₹1.59 Cr of client assets as of 30 Sep 2026.
The Great India Opportunity manages ₹1.59 Cr of client assets as of 30 Sep 2026.
The fee structure for The Great India Opportunity includes: performance fee: Variable Fees: Hurdle : 9% Profit Sharing :25%.
The minimum investment for The Great India Opportunity is ₹50 Lakhs.
The Great India Opportunity was launched on 1 Jan 2016. It has a 10-year track record.
Description
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