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Prosperity - Discovery Fund
Prosperity - Discovery Fund

Prosperity - Discovery Fund

  • Prosperity Wealth Management Pvt Ltd
  • Multi Cap AND Flexi Cap
  • 102
    Out of 137*
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PMS Bazaar
Portfolio age5 years, 5 months
23.9%
-11.37%
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 30/04/2026)
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 (1.1%)
Allocation by Market Cap
Small Cap (63.36%)
Mid Cap (31%)
Large Cap (0%)
Sector Holdings
  • Industrials36.89%
  • Financial Services18.6%
  • Consumer Service15.05%
  • Healthcare12.87%
  • Fast Moving Consumer Goods6.44%
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

Vasudev Gupta
  • Manager Rank135 Out of 179
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUMUndisclosed
  • Highest Return In 1 Yr-13.24%
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
169 Out of 269
Fixed Fee
1.50%
Scheme Return
-11.43%
Benchmark Return
-11.37%
*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 Apr, 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)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
9 Out of 270
Fixed Fee
1.50%
Scheme Return
23.9%
Benchmark Return
-11.37%
Amaltas Keystone Fund
AUM (₹ Cr)
₹46.09 Cr
Hurdle Rate
10.00% or 12.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 270
Fixed Fee
No Option
Scheme Return
26.97%
Benchmark Return
-11.37%
White Pine India Emerging Stars
AUM (₹ Cr)
₹426.00 Cr
Hurdle Rate
No Option
Benchmark
MSEI SX 40 TRI
Category Rank
2 Out of 270
Fixed Fee
No Option
Scheme Return
25.36%
Benchmark Return
-11.34%
Blend
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 270
Fixed Fee
2.00%
Scheme Return
25.12%
Benchmark Return
-11.3%
Globe Capital - Value
AUM (₹ Cr)
₹1,178.64 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 270
Fixed Fee
2.50%
Scheme Return
25.04%
Benchmark Return
-11.37%
Fident India Builder Equity Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 270
Fixed Fee
2.00%
Scheme Return
24.9%
Benchmark Return
-11.4%
*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 99.22 crores. Its current offering of PMS schemes includes 1 Multi Cap And Flexi Cap scheme.

AUM (₹ cr)

99.22 (As on Mar, 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
9 Out of 270
Fixed Fee
1.50%
Scheme Return
23.9%
Benchmark Return
-11.37%
*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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