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Prosperity - Discovery Fund
Prosperity - Discovery Fund

Prosperity - Discovery Fund

  • Prosperity Wealth Management Pvt Ltd
  • Multi Cap AND Flexi Cap
  • 81
    Out of 136*
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PMS Bazaar
Portfolio age5 years, 6 months
0.24%
-0.17%
Hurdle Rate**10.00%
Fixed fee1.50%
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 31/05/2026)
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)
CASH AND EQUIVALENT (10.01%)
Allocation by Market Cap
Small Cap (59.45%)
Mid Cap (28.7%)
Large Cap (0%)
Sector Holdings
  • Capital Goods20.26%
  • Consumer Services17.3%
  • Construction9.86%
  • Healthcare8.82%
  • Financial Services6.89%
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

Vasudev Gupta
  • Manager Rank108 Out of 185
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUM106.29
  • Highest Return In 1 Yr-3.4%
Profile

Vasudev is a SEBI Registered Portfolio Manager and the Chief Investment Officer of Prosperity Wealth Management. He holds a masters degree in Innovation & Entrepreneurship from the Imperial College London. He specializes in evaluating equity investments given his 7+ years of expertise in this domain. He is assisted by a team of CAs & CFAs who have previously worked with several successful investment oriented organizations.

Other Schemes
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Prosperity - Discovery Fund
AUM (₹ Cr)
₹106.29 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
196 Out of 285
Fixed Fee
1.50%
Scheme Return
0.24%
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)
106.29
(As on May, 2026)
Inception Date
Dec 07, 2020
Min. Investment
₹50 Lacs
SIP Option
Available
STP Option
Not Available
Exit Load
Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
1.50%
Variable Fee
No Option
Hurdle Rate
10.00%
Profit Sharing
10% above hurdle rate of 10%
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bt_logoINVESTMENT PHILOSOPHY

Objective

Wealth creation for the investor by delivering superior risk-adjusted returns.

Investment Approach

Investing in companies demonstrating sustainable growth in top and bottom lines, strong balance sheet, low debt & a durable moat (sustainable competitive advantage) around the business. A blend of value investing and growth at reasonable price phillosphy.

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Prosperity - Discovery Fund
AUM (₹ Cr)
₹106.29 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
194 Out of 285
Fixed Fee
1.50%
Scheme Return
0.24%
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

Prosperity Wealth Management Pvt Ltd
Prosperity Wealth Management Pvt Ltd manages assets worth Rs 118.44 crores. Its current offering of PMS schemes includes 1 Multi Cap And Flexi Cap scheme.

AUM (₹ cr)

118.44 (As on May, 2026)

Number of Schemes

1
Schemes From This AMC
  • table
  • Grid
Compare
Prosperity - Discovery Fund
AUM (₹ Cr)
₹106.29 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
196 Out of 285
Fixed Fee
1.50%
Scheme Return
0.24%
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 Prosperity - Discovery Fund?
The hurdle rate of Prosperity - Discovery Fund is 10.00%.
What is the fixed fee charged in Prosperity - Discovery Fund ?
The fixed fee charged in Prosperity - Discovery Fund is 1.50%.
What is the variable fee charged in Prosperity - Discovery Fund ?
There is no option for Variable fee.
What is the profit sharing in Prosperity - Discovery Fund ?
The profit sharing in Prosperity - Discovery Fund is 10% above hurdle rate of 10%.
What is the minimum investment in Prosperity - Discovery Fund ?
The minimum investment in Prosperity - Discovery Fund is ₹50 Lacs
What type of scheme is Prosperity - Discovery Fund?
Prosperity - Discovery Fund is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Prosperity - Discovery Fund?
The inception date of Prosperity - Discovery Fund is Dec 07, 2020.
What is the exit load of Prosperity - Discovery Fund?
Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter.

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