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Prosperity - Discovery Fund
Prosperity - Discovery Fund

Prosperity - Discovery Fund

  • Prosperity Wealth Management Pvt Ltd
  • Multi Cap AND Flexi Cap
  • 72
    Out of 168*
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Portfolio age5 years
4.72%
4.27%
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 31/10/2025)
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)
CASH AND EQUIVALENT (7.97%)
Allocation by Market Cap
Small Cap (43.28%)
Mid Cap (44.07%)
Large Cap (4.68%)
Sector Holdings
  • Financial Services29.33%
  • Capital Goods18.84%
  • Consumer Service12.66%
  • Construction7.4%
  • Automobile and Auto Components6.44%
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

Vasudev Gupta
  • Manager Rank72 Out of 168
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUMUndisclosed
  • Highest Return In 1 Yr-6.25%
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
63 Out of 251
Fixed Fee
1.50%
Scheme Return
4.72%
Benchmark Return
4.27%
*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
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

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  • Grid
Compare
Prosperity - Discovery Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
63 Out of 251
Fixed Fee
1.50%
Scheme Return
4.72%
Benchmark Return
4.27%
InCred - Multicap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 251
Fixed Fee
2.50%
Scheme Return
9.09%
Benchmark Return
4.27%
Agreya - Total Return Enhancer
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 251
Fixed Fee
2.50%
Scheme Return
7.85%
Benchmark Return
4.27%
Fident All-Season India Resurgent portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 251
Fixed Fee
2.00%
Scheme Return
7.7%
Benchmark Return
4.3%
Agreya - Total Return
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 251
Fixed Fee
2.50%
Scheme Return
7.35%
Benchmark Return
4.27%
White Pine India Emerging Stars
AUM (₹ Cr)
₹405.16 Cr
Hurdle Rate
No Option
Benchmark
MSEI SX 40 TRI
Category Rank
5 Out of 251
Fixed Fee
No Option
Scheme Return
7.35%
Benchmark Return
4.09%
*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 126.04 crores. Its current offering of PMS schemes includes 1 Multi Cap And Flexi Cap scheme.

AUM (₹ cr)

126.04 (As on Oct, 2025)

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
63 Out of 251
Fixed Fee
1.50%
Scheme Return
4.72%
Benchmark Return
4.27%
*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 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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