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Bluechip
Bluechip

Bluechip

  • Dynamic Equities Pvt Ltd
  • Mid AND Large Cap
  • 5
    Out of 20*
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Portfolio age2 years, 3 months
2.69%
-1.72%
Hurdle Rate**0.00%
Fixed fee2.50%
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 31/05/2026)
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)
Allocation by Market Cap
Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

Shailesh Saraf
  • Manager Rank Out of 11
    i
    Rank is based on 3-year return
  • Schemes Managed2
  • Total AUM79.58
  • Highest Return In 1 Yr10.93%
Profile

Mr. Shailesh Saraf focuses on generating high alpha at substantially lower risk through his excellently devised strategies and stocks. His emphasis on long term quality and growth as foundational principles for equity investing has greatly benefited the investor community

Other Schemes
  • table
  • Grid
Compare
Bluechip
AUM (₹ Cr)
₹78.69 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Mid AND Large Cap
Category Rank
4 Out of 22
Fixed Fee
2.50%
Scheme Return
2.69%
Benchmark Return
-1.72%
DynamicMF
AUM (₹ Cr)
₹0.89 Cr
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 2
Category
Multi Asset
Category Rank
15 Out of 44
Fixed Fee
2.50%
Scheme Return
1.61%
Benchmark Return
0.11%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
78.69
(As on May, 2026)
Inception Date
Mar 19, 2024
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 0%
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
2.50%
Variable Fee
No Option
Hurdle Rate
No Option
Profit Sharing
20% Profit Sharing on all Profits
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bt_logoINVESTMENT PHILOSOPHY

Objective

To create long term wealth by investing in portfolio of quality stocks with good valuation and generate alpha both in rising and falling markets

Investment Approach

This Strategy has quality Large and Midcap Stocks with high Sales & Profit growth and low valuation

bt_logoCalculators

Income Tax Calculator Lum-Sum Calculator Dividend Yield Calculator CAGR Calculator SIP Calculator FD Calculator Top-Up Calculator Latte Factor Calculator

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Bluechip
AUM (₹ Cr)
₹78.69 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 22
Fixed Fee
2.50%
Scheme Return
2.69%
Benchmark Return
-1.72%
GSC Smart Core Portfolio
AUM (₹ Cr)
₹78.70 Cr
Hurdle Rate
12.00% or NIFTY 50 TRI
Benchmark
Nifty 50 TRI
Category Rank
1 Out of 22
Fixed Fee
No Option
Scheme Return
6.69%
Benchmark Return
-1.72%
Samvitti - PMS Long Term Growth
AUM (₹ Cr)
₹234.77 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 22
Fixed Fee
2.50%
Scheme Return
5.33%
Benchmark Return
-0.17%
Large and Midcap Portfolio
AUM (₹ Cr)
₹212.00 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 22
Fixed Fee
1.75%
Scheme Return
2.87%
Benchmark Return
-0.17%
Care PMS - Large and Midcap Strategy
AUM (₹ Cr)
₹53.35 Cr
Hurdle Rate
No option
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 22
Fixed Fee
2.00%
Scheme Return
2.36%
Benchmark Return
-0.17%
Torus Oro - All Weather Portfolio
AUM (₹ Cr)
₹14.33 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
6 Out of 22
Fixed Fee
2.50%
Scheme Return
1.88%
Benchmark Return
-0.17%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Dynamic Equities Pvt Ltd
Dynamic Equities Pvt Ltd manages assets worth Rs 81.68 crores. Its current offering of PMS schemes includes 1 Mid And Large Cap, 1 Mid Cap and 1 Multi Asset schemes.

AUM (₹ cr)

81.68 (As on May, 2026)

Number of Schemes

3
Schemes From This AMC
  • table
  • Grid
Compare
Bluechip
AUM (₹ Cr)
₹78.69 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Mid AND Large Cap
Category Rank
4 Out of 22
Fixed Fee
2.50%
Scheme Return
2.69%
Benchmark Return
-1.72%
Midcap Mavens
AUM (₹ Cr)
₹2.10 Cr
Hurdle Rate
6.00%
Benchmark
Nifty 50 TRI
Category
Mid Cap
Category Rank
9 Out of 23
Fixed Fee
No Option
Scheme Return
2.13%
Benchmark Return
-1.72%
DynamicMF
AUM (₹ Cr)
₹0.89 Cr
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 2
Category
Multi Asset
Category Rank
15 Out of 44
Fixed Fee
2.50%
Scheme Return
1.61%
Benchmark Return
0.11%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQs

What is the hurdle rate of Bluechip?
There is no option for Hurdle rate.
What is the fixed fee charged in Bluechip ?
The fixed fee charged in Bluechip is 2.50%.
What is the variable fee charged in Bluechip ?
There is no option for Variable fee.
What is the profit sharing in Bluechip ?
The profit sharing in Bluechip is 20% Profit Sharing on all Profits.
What is the minimum investment in Bluechip ?
The minimum investment in Bluechip is ₹50 Lacs
What type of scheme is Bluechip?
Bluechip is an Equity scheme. It falls in the Mid AND Large Cap category.
What is the inception date of Bluechip?
The inception date of Bluechip is Mar 19, 2024.
What is the exit load of Bluechip?
Exit load is 0%

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