Allegro Securities Pvt Ltd • Equity
The Heron is an equity portfolio management service (PMS) strategy run by Allegro Securities Pvt Ltd, launched on 3 Feb 2025. As of 30 Sep 2026, it manages ₹16.17 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are +3.35% over 1 year (+7.25% since inception). Over 1 year, the Nifty 50 TRI returned -7.09%, so the strategy is 10.44 percentage points ahead of its benchmark. The minimum investment is ₹5 Lakhs. The strategy is managed by Kunal Kashyap.
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 | -0.42% |
| 3 Months | +2.50% |
| 1 Year | +3.35% |
| Since Inception | +7.25% |
| management fee | Fixed Fees: AMC CHARGE : 0 |
| performance fee | Variable Fees: AMC : 0 HURDLE : 6% PROFIT SHARING : 20% |
| exit load | 1st Year : 0 2nd Year : 0 3rd Year : 0 |
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 Heron has a 1-year return of +3.35% and +7.25% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 1 year, The Heron returned +3.35% against -7.09% for the Nifty 50 TRI, 10.44 percentage points ahead. Figures as of 30 Sep 2026.
The Heron is managed by Kunal Kashyap at Allegro Securities. The strategy manages ₹16.17 Cr of client assets as of 30 Sep 2026.
The Heron manages ₹16.17 Cr of client assets as of 30 Sep 2026.
The fee structure for The Heron includes: management fee: Fixed Fees: AMC CHARGE : 0; performance fee: Variable Fees: AMC : 0 HURDLE : 6% PROFIT SHARING : 20%; exit load: 1st Year : 0 2nd Year : 0 3rd Year : 0.
The minimum investment for The Heron is ₹5 Lakhs.
The Heron was launched on 3 Feb 2025. It has a 1-year track record.
Description
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