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Multi Cap
Multi Cap

Multi Cap

  • Kedia Shares & Stocks Brokers Ltd
  • Multi Cap AND Flexi Cap
  • 16
    Out of 136*
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PMS Bazaar
Portfolio age7 years, 1 month
2.78%
-0.17%
Hurdle Rate**10.00%
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 31/05/2026)
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

Yashraj
  • Manager Rank69 Out of 185
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUM112.57
  • Highest Return In 1 Yr2.87%
Profile

Mr. Yashraj Kedia is a qualified Chartered Accountant and holds a MBA degree from ISB (Indian School of Business). He was instrumental in setting up Portfolio Management Services (PMS) desk and Derivatives desk of Kedia Shares. He has vast experience in the field of Equity Research, Wealth Management, Corporate Finance and Derivatives

Other Schemes
  • table
  • Grid
Compare
Multi Cap
AUM (₹ Cr)
₹112.57 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
81 Out of 285
Fixed Fee
No Option
Scheme Return
2.78%
Benchmark Return
-0.17%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
112.57
(As on May, 2026)
Inception Date
May 18, 2019
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
1.00%
Hurdle Rate
10.00%
Profit Sharing
20% Profit Sharing above 10% hurdle
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bt_logoINVESTMENT PHILOSOPHY

Objective

Creating significant long term risk adjusted Alpha for our investors.

Investment Approach

We have a bottom up approach to investing where we strive to select fundamentally strong companies fulfilling our multiple screeners. We screen companies based on management pedigree, business model, execution track record, growth, return ratios, pricing power, industry structure and valuation.

bt_logoCalculators

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Multi Cap
AUM (₹ Cr)
₹112.57 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
81 Out of 285
Fixed Fee
No Option
Scheme Return
2.78%
Benchmark Return
-0.17%
Recovery Strategy
AUM (₹ Cr)
₹1.31 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 285
Fixed Fee
2.50%
Scheme Return
16.66%
Benchmark Return
-0.17%
Amaltas Keystone Fund
AUM (₹ Cr)
₹54.90 Cr
Hurdle Rate
10.00% or 12.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 285
Fixed Fee
No Option
Scheme Return
14.11%
Benchmark Return
-0.17%
BB Money Plant
AUM (₹ Cr)
₹17.16 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 285
Fixed Fee
2.50%
Scheme Return
9.81%
Benchmark Return
-0.17%
Momentum 20 Pms Fund
AUM (₹ Cr)
₹6.20 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 285
Fixed Fee
2.00%
Scheme Return
8.75%
Benchmark Return
-0.17%
Sundaram Alternates - VOYAGER
AUM (₹ Cr)
₹202.29 Cr
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 285
Fixed Fee
2.50%
Scheme Return
8.07%
Benchmark Return
-0.17%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Kedia Shares & Stocks Brokers Ltd
Kedia Shares & Stocks Brokers Ltd manages assets worth Rs 112.57 crores. Its current offering of PMS schemes includes 1 Multi Cap And Flexi Cap scheme.

AUM (₹ cr)

112.57 (As on May, 2026)

Number of Schemes

1
Schemes From This AMC
  • table
  • Grid
Compare
Multi Cap
AUM (₹ Cr)
₹112.57 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
81 Out of 285
Fixed Fee
No Option
Scheme Return
2.78%
Benchmark Return
-0.17%
*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 Multi Cap?
The hurdle rate of Multi Cap is 10.00%.
What is the fixed fee charged in Multi Cap ?
The fixed fee charged in Multi Cap is No Option.
What is the variable fee charged in Multi Cap ?
The variable fee charged in Multi Cap is 1.00%.
What is the profit sharing in Multi Cap ?
The profit sharing in Multi Cap is 20% Profit Sharing above 10% hurdle.
What is the minimum investment in Multi Cap ?
The minimum investment in Multi Cap is ₹50 Lacs
What type of scheme is Multi Cap?
Multi Cap is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Multi Cap?
The inception date of Multi Cap is May 18, 2019.
What is the exit load of Multi Cap?
Exit load is 0%

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