Bluechip

Dynamic Equities Pvt Ltd
Mid AND Large Cap

6
Out of 21*
Compare
Share

Portfolio age2 years, 5 months

-2.71%

2.37%

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

TRAILING PERFORMANCE

(As on 31/07/2026)

Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year

No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)

Allocation by Market Cap

Undisclosed

Sector Holdings

Undisclosed

Stock Holdings

Undisclosed

PORTFOLIO MANAGERS

Shailesh Saraf

Manager Rank Out of 14
i
Rank is based on 3-year return
Schemes Managed1
Total AUM83.78
Highest Return In 1 Yr9.52%

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

1m 3m 6m 1y 3y 5y

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Bluechip

AUM (₹ Cr)

₹83.78 Cr

Hurdle Rate

No Option

Benchmark

Nifty 50 TRI

FUND SUMMARY

AUM (₹ Cr)

83.78

(As on Jul, 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

Time Weighted Rate of Return

FEE 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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INVESTMENT 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

Calculators

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PEER ANALYSIS

1m 3m 6m 1y 3y 5y

table
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Bluechip

AUM (₹ Cr)

₹83.78 Cr

Hurdle Rate

No Option

Benchmark

Nifty 50 TRI

Category Rank

22 Out of 23

Fixed Fee

2.50%

Scheme Return

-2.71%

Benchmark Return

2.37%

Concept Investwell - Dynamic

AUM (₹ Cr)

₹3.45 Cr

Hurdle Rate

7.00%

Benchmark

S&P BSE 500 TRI

Category Rank

1 Out of 23

Fixed Fee

2.25%

Scheme Return

5.38%

Benchmark Return

2.19%

Sykes and Ray Equities - SRE Shield

AUM (₹ Cr)

₹32.80 Cr

Hurdle Rate

8.00%

Benchmark

Nifty 50 TRI

Category Rank

2 Out of 23

Fixed Fee

1.50%

Scheme Return

3.43%

Benchmark Return

2.36%

Care PMS - Large and Midcap Strategy

AUM (₹ Cr)

₹56.90 Cr

Hurdle Rate

No option

Benchmark

S&P BSE 500 TRI

Category Rank

3 Out of 23

Fixed Fee

2.00%

Scheme Return

3.1%

Benchmark Return

2.19%

Incred Active Momentum Strategy

AUM (₹ Cr)

₹15.20 Cr

Hurdle Rate

8.00% or 0%

Benchmark

S&P BSE 500 TRI

Category Rank

4 Out of 23

Fixed Fee

2.50%

Scheme Return

2.7%

Benchmark Return

2.2%

Growth Fund

AUM (₹ Cr)

₹27.97 Cr

Hurdle Rate

10.00%

Benchmark

S&P BSE 500 TRI

Category Rank

5 Out of 23

Fixed Fee

2.50%

Scheme Return

2.52%

Benchmark Return

2.19%

*Returns less than and equal to 1 year are absolute and returns above one year are annualized

ABOUT AMC

Dynamic Equities Pvt Ltd

Dynamic Equities Pvt Ltd manages assets worth Rs 86.45 crores. Its current offering of PMS schemes includes 1 Mid Cap and 1 Mid And Large Cap schemes.

AUM (₹ cr)

86.45 (As on Jun, 2026)

Number of Schemes

Schemes From This AMC

1m 3m 6m 1y 3y 5y

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Midcap Mavens

AUM (₹ Cr)

₹2.59 Cr

Hurdle Rate

6.00%

Benchmark

Nifty 50 TRI

FAQs

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%