PMS · Equity · Flexi Cap
Dolat Quantum Leap
Fund size₹22 Cr
IRRSince inception12.86%
Minimum investment₹50 Lakh
Fund age9 mo
Fund Managers
Purvag Shah
Purvag Shah
Managing Director, CIO & Fund Manager, Dolat
A Third-generation Business leader from the Dolat Group, Purvag inherits a legacy of over 60 years of pioneering expertise in crafting intricate Trading and Derivative Strategies. Renowned for their unique ideation and methodology, these strategies have been effectively employed in Fund Management at both the Dolat Group's Proprietary business and Dolat Capital’s Alternative Investment Strategies.Purvag initiated the client facing Businesses and initiatives of the group like Institutional Research, Asset & Wealth Management and Investment Banking. At Dolat Capital, Purvag plays a pivotal role in shaping Business and Investment Strategies, overseeing Risk Management, and managing Trading Floor Operations. Prior to Dolat Capital, he held positions at Bloomberg in the UK and IDFC Offshore Fund. Purvag holds an MSc. in International Securities and Investment from Reading University
Managing AUM₹22 Cr
Prashant Goswami
Prashant Goswami
Fund Manager, PMS, Dolat
Prashant Goswami has over 19 years of experience in financial services, with expertise spanning portfolio management, fund management, investment advisory, and private wealth management. He is currently associated with Dolat Capital Market Pvt. Ltd. as Director – Asset Management & Advisory Solutions, where he serves as the Principal Officer of the PMS business.Prior to this, he held leadership and advisory roles at Nippon Life India Asset Management Ltd., ICICI Bank Ltd., Motilal Oswal Private Wealth, HSBC Bank, and Standard Chartered Bank, where he advised HNI, UHNI, and Family Office clients on asset allocation, portfolio structuring, and wealth solutions.His experience reflects a combination of disciplined investment management and structured wealth advisory capabilities, supported by strong adherence to regulatory frameworks and governance standards.
Managing AUM₹11 Cr
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
Dolat Quantum Leap—————12.86%
Nifty 500−8.38%————0.20%
Excess over benchmark—————12.66%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date.
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle.
FixedPlan A · Simple
Fixed Management Fee2.50% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Simple
Fixed Management Fee1.50% / yr
Performance FeeNone
Hurdle RateAbove 12%
PerformancePlan C · Performance Linked
Fixed Management FeeNone
Performance Fee15% of profit
Hurdle RateAbove 12%
Exit load 1.00% within 1 year. Lock-in: Nil.
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