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Classic Compounders Equity Strategy
Classic Compounders Equity Strategy

Classic Compounders Equity Strategy

  • Profitgate Capital Services LLP
  • Multi Cap AND Flexi Cap
  • 43
    Out of 235*
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Portfolio age2 years, 2 months
6.37%
4.27%
Hurdle Rate**10% or 6%
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 31/10/2025)
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)
Allocation by Market Cap
Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

No data found

bt_logoFUND SUMMARY

AUM (₹ Cr)
703.20
(As on Oct, 2025)
Inception Date
Oct 01, 2023
Min. Investment
₹50 Lacs
SIP Option
Available
STP Option
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
2.50%
Variable Fee
1.00%
Hurdle Rate
10% or 6%
Profit Sharing
15% Profit sharing above 10% Hurdle or 30% Profit Sharing above 6% Hurdle
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bt_logoINVESTMENT PHILOSOPHY

Objective

The investment objective of this approach would be to attempt to generate absolute alpha and superior risk adjusted returns for clients by investing in an alpha focused, benchmark agnostic Multicap portfolio, in a diversified manner.

Investment Approach

The approach aims to adopt a strategy of stringent stock selection process and a disciplined bottom-up investing approach with a medium to long-term focus.

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Classic Compounders Equity Strategy
AUM (₹ Cr)
₹703.20 Cr
Hurdle Rate
10% or 6%
Benchmark
S&P BSE 500 TRI
Category Rank
18 Out of 251
Fixed Fee
2.50%
Scheme Return
6.37%
Benchmark Return
4.27%
InCred - Multicap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 251
Fixed Fee
2.50%
Scheme Return
9.09%
Benchmark Return
4.27%
Agreya - Total Return Enhancer
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 251
Fixed Fee
2.50%
Scheme Return
7.85%
Benchmark Return
4.27%
Fident All-Season India Resurgent portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 251
Fixed Fee
2.00%
Scheme Return
7.7%
Benchmark Return
4.3%
Agreya - Total Return
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 251
Fixed Fee
2.50%
Scheme Return
7.35%
Benchmark Return
4.27%
White Pine India Emerging Stars
AUM (₹ Cr)
₹405.16 Cr
Hurdle Rate
No Option
Benchmark
MSEI SX 40 TRI
Category Rank
5 Out of 251
Fixed Fee
No Option
Scheme Return
7.35%
Benchmark Return
4.09%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Profitgate Capital Services LLP
Profitgate Capital Services LLP manages assets worth Rs 794.80 crores. Its current offering of PMS schemes includes 1 Multi Cap And Flexi Cap scheme.

AUM (₹ cr)

794.80 (As on Oct, 2025)

Number of Schemes

1
Schemes From This AMC
  • table
  • Grid
Compare
Classic Compounders Equity Strategy
AUM (₹ Cr)
₹703.20 Cr
Hurdle Rate
10% or 6%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
18 Out of 251
Fixed Fee
2.50%
Scheme Return
6.37%
Benchmark Return
4.27%
*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 Classic Compounders Equity Strategy?
The hurdle rate of Classic Compounders Equity Strategy is 10% or 6%.
What is the fixed fee charged in Classic Compounders Equity Strategy ?
The fixed fee charged in Classic Compounders Equity Strategy is 2.50%.
What is the variable fee charged in Classic Compounders Equity Strategy ?
The variable fee charged in Classic Compounders Equity Strategy is 1.00%.
What is the profit sharing in Classic Compounders Equity Strategy ?
The profit sharing in Classic Compounders Equity Strategy is 15% Profit sharing above 10% Hurdle or 30% Profit Sharing above 6% Hurdle.
What is the minimum investment in Classic Compounders Equity Strategy ?
The minimum investment in Classic Compounders Equity Strategy is ₹50 Lacs
What type of scheme is Classic Compounders Equity Strategy?
Classic Compounders Equity Strategy is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Classic Compounders Equity Strategy?
The inception date of Classic Compounders Equity Strategy is Oct 01, 2023.
What is the exit load of Classic Compounders Equity Strategy?
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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