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PMS
·
Equity
·
Mid Cap
Dynamic Midcap Mavens
Fund size
₹3 Cr
IRR
Since inception
8.03%
Minimum investment
₹50 Lakh
Fund age
5 mo
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Fund Manager
Shridhar Bhuwalka
Joint Managing Director & Co-owner, Dynamic Equities
"Mr. Bhuwalka has led Dynamic Equities for close to two decades, building a reputation for disciplined risk-reward management across market cycles. He brings expertise spanning financial management, banking and credit operations, technical analysis, and fundamental equity research. A commerce graduate with continuous professional development in capital markets and leadership, he advocates simplicity and process-driven thinking — principles that are deeply embedded in the Midcap Mavens investment framework.His investment philosophy centres on systematic, rules-based portfolio construction that removes emotional bias and leverages structural market signals."
Managing AUM
₹3 Cr
Growth of
₹
Cr
Dynamic Midcap Mavens
Returns: How it has done
Trailing returns
Calendar year
Scheme / Benchmark
YTD
1Y
2Y
3Y
5Y
Since inception
Dynamic Midcap Mavens
7.53%
—
—
—
—
8.03%
NIFTY 50 TRI
−1.99%
—
—
—
—
−1.99%
Excess over benchmark
9.52%
—
—
—
—
10.02%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
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