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Emerging
Emerging

Emerging

  • Dynamic Equities Pvt Ltd
  • Small Cap
  • 4
    Out of 28*
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Portfolio age0 year, 3 months
5.78%
4.62%
Hurdle Rate**0.00%
Fixed feeNo Option
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

Shailesh Saraf
  • Manager Rank Out of 14
    i
    Rank is based on 3-year return
  • Schemes Managed3
  • Total AUMUndisclosed
  • Highest Return In 1 Yr5.04%
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
Emerging
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Small Cap
Category Rank
4 Out of 28
Fixed Fee
No Option
Scheme Return
5.78%
Benchmark Return
4.62%
Dynamic Smallcap
AUM (₹ Cr)
₹48.83 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Small Cap
Category Rank
19 Out of 28
Fixed Fee
2.50%
Scheme Return
2.38%
Benchmark Return
4.62%
Bluechip
AUM (₹ Cr)
₹39.70 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Mid AND Large Cap
Category Rank
20 Out of 20
Fixed Fee
No Option
Scheme Return
0.27%
Benchmark Return
4.62%
*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
Aug 25, 2025
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
No Option
Variable Fee
No Option
Hurdle Rate
No Option
Profit Sharing
No Option
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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 Smallcap 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
Emerging
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 28
Fixed Fee
No Option
Scheme Return
5.78%
Benchmark Return
4.62%
Sundaram Alternates - Rising Stars
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 28
Fixed Fee
2.50%
Scheme Return
10.5%
Benchmark Return
4.27%
Right Horizons - Super Value Aggressive
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 28
Fixed Fee
No Option
Scheme Return
9.47%
Benchmark Return
4.27%
FACTORALPHA SMALLCAP PMS
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 28
Fixed Fee
2.00%
Scheme Return
8.7%
Benchmark Return
4.27%
Smart Alpha Small & Micro Cap
AUM (₹ Cr)
₹46.00 Cr
Hurdle Rate
10.00% 8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 28
Fixed Fee
2.50%
Scheme Return
5.59%
Benchmark Return
4.27%
Alpha Small Cap
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00% or 8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
6 Out of 28
Fixed Fee
2.50%
Scheme Return
4.1%
Benchmark Return
4.27%
*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 89.72 crores. Its current offering of PMS schemes includes 2 Small Cap and 1 Mid And Large Cap schemes.

AUM (₹ cr)

89.72 (As on Oct, 2025)

Number of Schemes

3
Schemes From This AMC
  • table
  • Grid
Compare
Emerging
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Small Cap
Category Rank
4 Out of 28
Fixed Fee
No Option
Scheme Return
5.78%
Benchmark Return
4.62%
Dynamic Smallcap
AUM (₹ Cr)
₹48.83 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Small Cap
Category Rank
19 Out of 28
Fixed Fee
2.50%
Scheme Return
2.38%
Benchmark Return
4.62%
Bluechip
AUM (₹ Cr)
₹39.70 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Mid AND Large Cap
Category Rank
20 Out of 20
Fixed Fee
No Option
Scheme Return
0.27%
Benchmark Return
4.62%
*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 Emerging?
There is no option for Hurdle rate.
What is the fixed fee charged in Emerging ?
The fixed fee charged in Emerging is No Option.
What is the variable fee charged in Emerging ?
There is no option for Variable fee.
What is the profit sharing in Emerging ?
There is no option for Profit sharing.
What is the minimum investment in Emerging ?
The minimum investment in Emerging is ₹50 Lacs
What type of scheme is Emerging?
Emerging is an Equity scheme. It falls in the Small Cap category.
What is the inception date of Emerging?
The inception date of Emerging is Aug 25, 2025.
What is the exit load of Emerging?
Exit load is 0%

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