PMS · Equity · Large & Mid Cap
Vedartha Neo Equity Portfolio
Fund size₹31 Cr
IRRSince inception9.23%
3Y return13.69%
Fund age8 yrs
Fund Manager
Bhupendra Meel
Bhupendra Meel
Fund Manager, PMS, Bandhan
Mr. Bhupendra Meel joined Bandhan AMC in December 2024 to Head the PMS & Alternative - Fixed Income business. Mr. Meel has over two decades of experience in Indian capital markets, having handled different roles covering sales, investment advisory, market strategy, products & research and fund management spanning across different market segments. He has an expertise in fixed income markets, investment analysis, portfolio & risk management, and portfolio optimization.
Managing AUM₹31 Cr
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
Vedartha Neo Equity—−5.77%12.66%13.69%15.04%9.23%
NIFTY 50 TRI−12.33%0.54%13.36%14.33%18.89%13.62%
Excess over benchmark—−6.31%−0.70%−0.64%−3.85%−4.39%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Jul 2025.
Portfolio Details : Where the money actually sits
Avg market cap
₹3.96 L Cr
Asset class
Equity
Market cap
Large cap54.00%
Mid cap27.00%
Small cap3.00%
Cash & others16.00%
As on 31 Jul 2025
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 Fee0.00% / yr
Performance FeeNone
Hurdle RateAbove 12%
Exit load 1.00% within 1 year, nil after 2 years. Lock-in: Nil.
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