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Largecap
Largecap

Largecap

  • Dynamic Equities Pvt Ltd
  • LARGE CAP
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Portfolio age4 years, 1 month
12.09%
1.25%
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 30/04/2024)
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)
UNDISC.
(As on Apr, 2024)
Inception Date
Apr 01, 2022
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 Largecap 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
Accuracap - Alpha10
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
1 Out of 31
Fixed Fee
2.50%
Scheme Return
-9%
Benchmark Return
-11.3%
J M Financial - Growth and Value
AUM (₹ Cr)
₹78.19 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 31
Fixed Fee
2.50%
Scheme Return
-9.09%
Benchmark Return
-11.3%
Nippon India - Absolute Freedom
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 31
Fixed Fee
2.50%
Scheme Return
-9.5%
Benchmark Return
-11.4%
Concept Investwell - Legend
AUM (₹ Cr)
UNDISC.
Hurdle Rate
7.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 31
Fixed Fee
2.00%
Scheme Return
-9.67%
Benchmark Return
-11.37%
Caliber
AUM (₹ Cr)
₹101.66 Cr
Hurdle Rate
12%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 31
Fixed Fee
1.75%
Scheme Return
-10.83%
Benchmark Return
-11.3%
Alphabots India Largecap 30
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
6 Out of 31
Fixed Fee
2.50%
Scheme Return
-10.93%
Benchmark Return
-11.3%
*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 68.75 crores. Its current offering of PMS schemes includes 1 Mid And Large Cap, 1 Mid Cap and 1 Multi Asset schemes.

AUM (₹ cr)

68.75 (As on Mar, 2026)

Number of Schemes

3
Schemes From This AMC
  • table
  • Grid
Compare
Bluechip
AUM (₹ Cr)
₹66.84 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Mid AND Large Cap
Category Rank
3 Out of 23
Fixed Fee
No Option
Scheme Return
-8.66%
Benchmark Return
-11.3%
Midcap Mavens
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Mid Cap
Category Rank
2 Out of 23
Fixed Fee
2.50%
Scheme Return
-8.71%
Benchmark Return
-9.82%
DynamicMF
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 2
Category
Multi Asset
Category Rank
33 Out of 38
Fixed Fee
No Option
Scheme Return
-11.36%
Benchmark Return
-6.2%
*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 Largecap?
There is no option for Hurdle rate.
What is the fixed fee charged in Largecap ?
The fixed fee charged in Largecap is No Option.
What is the variable fee charged in Largecap ?
There is no option for Variable fee.
What is the profit sharing in Largecap ?
There is no option for Profit sharing.
What is the minimum investment in Largecap ?
The minimum investment in Largecap is ₹50 Lacs
What type of scheme is Largecap?
Largecap is an Equity scheme. It falls in the LARGE CAP category.
What is the inception date of Largecap?
The inception date of Largecap is Apr 01, 2022.
What is the exit load of Largecap?
Exit load is 0%

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