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Prosperity - Discovery Fund
Prosperity - Discovery Fund

Prosperity - Discovery Fund

  • Prosperity Wealth Management Pvt Ltd
  • Multi Cap AND Flexi Cap
  • 109
    Out of 143*
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Portfolio age5 years, 8 months
-0.46%
2.19%
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

TRAILING PERFORMANCE

(As on 31/07/2026)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year
No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (0.75%)
Allocation by Market Cap
Small Cap (62.01%)
Mid Cap (34.46%)
Large Cap (0%)
Sector Holdings
  • Capital Goods18.69%
  • Financial Services14.11%
  • Automobiles10.38%
  • Construction10.02%
  • Health Care9.64%
Stock Holdings
Undisclosed

PORTFOLIO MANAGERS

Vasudev Gupta
  • Manager Rank140 Out of 198
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUMUndisclosed
  • Highest Return In 1 Yr-1.2%
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)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
224 Out of 284
Fixed Fee
No Option
Scheme Return
-0.46%
Benchmark Return
2.19%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Jul, 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

FEE STRUCTURE

Fixed Fee
No Option
Variable Fee
1.50%
Hurdle Rate
10.00%
Profit Sharing
10% above hurdle rate of 10%
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INVESTMENT 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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PEER ANALYSIS

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Prosperity - Discovery Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
224 Out of 284
Fixed Fee
No Option
Scheme Return
-0.46%
Benchmark Return
2.19%
Strategic Opportunities Series 1
AUM (₹ Cr)
₹5.93 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 284
Fixed Fee
No Option
Scheme Return
10.54%
Benchmark Return
2.19%
Emkay - Capital Builder
AUM (₹ Cr)
₹575.07 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 284
Fixed Fee
2.50%
Scheme Return
7.24%
Benchmark Return
2.19%
InCred - Multicap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 284
Fixed Fee
2.50%
Scheme Return
6.1%
Benchmark Return
2.19%
Avestha - Long Term Growth
AUM (₹ Cr)
₹1,503.25 Cr
Hurdle Rate
0%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 284
Fixed Fee
1.00%
Scheme Return
5.68%
Benchmark Return
2.19%
Dynamic
AUM (₹ Cr)
₹204.29 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 284
Fixed Fee
No Option
Scheme Return
5.67%
Benchmark Return
2.36%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

ABOUT AMC

Prosperity Wealth Management Pvt Ltd
Prosperity Wealth Management Pvt Ltd manages assets worth Rs 124.35 crores. Its current offering of PMS schemes includes 1 Multi Cap And Flexi Cap scheme.

AUM (₹ cr)

124.35 (As on Jun, 2026)

Number of Schemes

1
Schemes From This AMC
  • table
  • Grid
Compare
Prosperity - Discovery Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
224 Out of 284
Fixed Fee
No Option
Scheme Return
-0.46%
Benchmark Return
2.19%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FAQs

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 No Option.
What is the variable fee charged in Prosperity - Discovery Fund ?
The variable fee charged in Prosperity - Discovery Fund is 1.50%.
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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