PMS · Equity · Multi Cap
ProfitGate Classic Compounders Equity Strategy
Fund size₹683 Cr
IRRSince inception15.20%
1Y return10.80%
Fund age3 yrs
Fund Manager
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| ProfitGate Classic Compounders Equity | — | 10.80% | 0.95% | — | — | 15.20% |
| Nifty 500 | −7.78% | 4.72% | −0.11% | — | — | 11.75% |
| Excess over benchmark | — | 6.08% | 1.06% | — | — | 3.45% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date.
Risk : What you take on to earn the return
Volatility
21.88%
Benchmark approx 15.81%
A standard deviation reflecting historical swings.
Sensitivity
1.09
Beta vs benchmark 1.00 · 9% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.33
Sharpe
Excess return gained per unit of volatility.
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. Both cost the same at a 20.00% gross return.
FixedPlan A · SimpleFixed Management Fee2.50% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Shared upsideFixed Management Fee1.00% / yr
Performance Fee15% of profit
Hurdle RateAbove 10%
Exit load 3.00% within 1 year, 2.00% within 2 years, 1.00% within 3 years. Lock-in: Nil.
Let's start a
conversation
conversation
- Compare this PMS against 3,000+ others with our research desk
- Build a long-term portfolio around your goals, not a one-off buy
- Experts with decades of experience.
Private. Personal. No obligation.
We will only use these details to contact you about this enquiry. No spam.