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Prosperity - Discovery Fund
Prosperity - Discovery Fund

Prosperity - Discovery Fund

  • Prosperity Wealth Management Pvt Ltd
  • Multi Cap AND Flexi Cap
  • 58
    Out of 123*
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Portfolio age5 years, 2 months
-2.38%
-0.24%
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 31/12/2025)
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 (1.51%)
Allocation by Market Cap
Small Cap (55.64%)
Mid Cap (37.9%)
Large Cap (4.95%)
Sector Holdings
  • Financial Services27.82%
  • Capital Goods19.57%
  • Consumer Service10.3%
  • Construction7.87%
  • Automobile and Auto Components7.1%
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

Vasudev Gupta
  • Manager Rank120 Out of 172
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUMUndisclosed
  • Highest Return In 1 Yr-12.25%
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
212 Out of 263
Fixed Fee
1.50%
Scheme Return
-2.38%
Benchmark Return
-0.24%
*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 Dec, 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

  • table
  • Grid
Compare
Prosperity - Discovery Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
212 Out of 263
Fixed Fee
1.50%
Scheme Return
-2.38%
Benchmark Return
-0.24%
Quant Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
6%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 263
Fixed Fee
1.75%
Scheme Return
8.33%
Benchmark Return
-0.24%
Catalyst Series 1
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 263
Fixed Fee
No Option
Scheme Return
4.09%
Benchmark Return
-0.28%
Globe Capital - Arbitrage
AUM (₹ Cr)
₹263.54 Cr
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 263
Fixed Fee
2.50%
Scheme Return
4.03%
Benchmark Return
-0.24%
MRG Capital - Wealth Maximizer
AUM (₹ Cr)
₹15.65 Cr
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 263
Fixed Fee
1.00%
Scheme Return
3.27%
Benchmark Return
-0.28%
ITUS - Fundamental Value Fund
AUM (₹ Cr)
₹1,358.90 Cr
Hurdle Rate
15.00%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 263
Fixed Fee
No Option
Scheme Return
3.11%
Benchmark Return
-0.28%
*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 118.59 crores. Its current offering of PMS schemes includes 1 Multi Cap And Flexi Cap scheme.

AUM (₹ cr)

118.59 (As on Dec, 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
212 Out of 263
Fixed Fee
1.50%
Scheme Return
-2.38%
Benchmark Return
-0.24%
*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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