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Balanced B
Balanced B

Balanced B

  • Value Prolific Investments and Consulting Pvt Ltd
  • Mid AND Large Cap
  • 9
    Out of 11*
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Portfolio age4 years, 5 months
3.72%
4.51%
Hurdle Rate**0.00%
Fixed fee1% or 0%
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (0%)
Allocation by Market Cap
Small Cap (6.18%)
Mid Cap (7.67%)
Large Cap (70.94%)
Sector Holdings
  • Financial Services20.01%
  • Fast Moving Consumer Goods14.26%
  • Power11.19%
  • Services10.91%
  • Consumer Services8.9%
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

Anshuman Khanna
  • Manager Rank9 Out of 11
    i
    Rank is based on 3-year return
  • Schemes Managed3
  • Total AUMUndisclosed
  • Highest Return In 1 Yr3.8%
Profile

Anshuman has over 20 years of industry experience with board and senior management positions in various companies including mining, financial services, oil trading, garments and real estate sectors. Anshuman has also advised on transactions involving investments, project finance and divestures valued in excess of USD 2 bn in areas ranging from education, oil & gas, power, shipping, real estate and cement. He is the author of Equity.in, a book on India stock market which delves into the nuances of equity markets in India with a deep dive into valuation of Indian companies in context of Indian regulatory and financial landscape. He is a B.Com (Hons) from Shri Ram College of Commerce, Chartered Accountant and Lawyer. He has worked with one of India’s top corporate law firm in the initial years of his career.

Other Schemes
  • table
  • Grid
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Balanced B
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Mid AND Large Cap
Category Rank
9 Out of 20
Fixed Fee
1% or 0%
Scheme Return
3.72%
Benchmark Return
4.51%
Alpha A
AUM (₹ Cr)
₹160.87 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
155 Out of 251
Fixed Fee
1% or 0%
Scheme Return
3.23%
Benchmark Return
4.51%
Conserve C
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
28 Out of 28
Fixed Fee
1% or 0%
Scheme Return
0%
Benchmark Return
4.51%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Oct, 2025)
Inception Date
Jul 05, 2021
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 3.00% if redeemed in 0-1 year, 2.00% if redeemed in > 1-2 years, 1.00% if redeemed in > 2-3 years, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
1% or 0%
Variable Fee
No Option
Hurdle Rate
No Option
Profit Sharing
20% Profit sharing on All Profits
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bt_logoINVESTMENT PHILOSOPHY

Objective

Investment objectives of ValPro PMS include delivering superior risk adjusted returns for its clients by investing into a diversified portfolio basis the risk appetite and long term goals of the investors.

Investment Approach

ValPro Balanced B

bt_logoCalculators

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Balanced B
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
9 Out of 20
Fixed Fee
1% or 0%
Scheme Return
3.72%
Benchmark Return
4.51%
Samvitti - PMS Long Term Growth
AUM (₹ Cr)
₹185.28 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 20
Fixed Fee
2.50%
Scheme Return
5.88%
Benchmark Return
4.27%
Geojit - Freedom Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
15% Or 10%
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 20
Fixed Fee
3%
Scheme Return
5.77%
Benchmark Return
4.62%
Growth Fund
AUM (₹ Cr)
₹21.14 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 20
Fixed Fee
2.50%
Scheme Return
4.36%
Benchmark Return
4.27%
Large and Midcap Portfolio
AUM (₹ Cr)
₹198.00 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 20
Fixed Fee
1.75%
Scheme Return
4.2%
Benchmark Return
4.3%
Shriram LEAPS
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 20
Fixed Fee
No Option
Scheme Return
4.12%
Benchmark Return
4.62%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Value Prolific Investments and Consulting Pvt Ltd
Value Prolific Investments and Consulting Pvt Ltd manages assets worth Rs 164.73 crores. Its current offering of PMS schemes includes 1 Mid And Large Cap, 1 Multi Cap And Flexi Cap and 1 Large Cap schemes.

AUM (₹ cr)

164.73 (As on Oct, 2025)

Number of Schemes

3
Schemes From This AMC
  • table
  • Grid
Compare
Balanced B
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Mid AND Large Cap
Category Rank
9 Out of 20
Fixed Fee
1% or 0%
Scheme Return
3.72%
Benchmark Return
4.51%
Alpha A
AUM (₹ Cr)
₹160.87 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
155 Out of 251
Fixed Fee
1% or 0%
Scheme Return
3.23%
Benchmark Return
4.51%
Conserve C
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
28 Out of 28
Fixed Fee
1% or 0%
Scheme Return
0%
Benchmark Return
4.51%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Balanced B?
There is no option for Hurdle rate.
What is the fixed fee charged in Balanced B ?
The fixed fee charged in Balanced B is 1% or 0%.
What is the variable fee charged in Balanced B ?
There is no option for Variable fee.
What is the profit sharing in Balanced B ?
The profit sharing in Balanced B is 20% Profit sharing on All Profits.
What is the minimum investment in Balanced B ?
The minimum investment in Balanced B is ₹50 Lacs
What type of scheme is Balanced B?
Balanced B is an Equity scheme. It falls in the Mid AND Large Cap category.
What is the inception date of Balanced B?
The inception date of Balanced B is Jul 05, 2021.
What is the exit load of Balanced B?
Exit load is 3.00% if redeemed in 0-1 year, 2.00% if redeemed in > 1-2 years, 1.00% if redeemed in > 2-3 years, 0% thereafter.

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