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Sykes and Ray Equities - SRE Shield
Sykes and Ray Equities - SRE Shield

Sykes and Ray Equities - SRE Shield

  • Sykes and Ray Equities India Ltd
  • Mid AND Large Cap
  • 6
    Out of 10*
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PMS Bazaar
Portfolio age8 years, 2 months
3.43%
2.36%
Hurdle Rate**8.00%
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

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 (0.49%)
Allocation by Market Cap
Small Cap (8.15%)
Mid Cap (19.81%)
Large Cap (67.18%)
Sector Holdings
  • Financial Services22.4%
  • Automobile and Auto Components22.25%
  • Healthcare9.09%
  • Consumer Services6.51%
  • Information Technology5.57%
Stock Holdings
  • Cash & Cash Equivalents5.79%
  • Bajaj Auto Limited5.15%
  • Adani Ports and Special Economic Zone Ltd4.55%
  • Larsen & Toubro Limited4.42%
  • Bosch Ltd4.35%

PORTFOLIO MANAGERS

Nitesh Chand
  • Manager Rank10 Out of 14
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUM32.8
  • Highest Return In 1 Yr6.05%
Profile

Mr. Nitesh Chand has over two decades experience in Equity Research & Proprietary fund management with Sykes & Ray Equities. With the support of Team Emphasis is to Create Long term wealth for Investors along with safe guarding the capital. Mr. Nitesh Chand is B.Sc Graduate & MBA in Finance. He was associated with Mumbai University as visiting faculty.

Other Schemes
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Sykes and Ray Equities - SRE Shield
AUM (₹ Cr)
₹32.80 Cr
Hurdle Rate
8.00%
Benchmark
Nifty 50 TRI
Category
Mid AND Large Cap
Category Rank
2 Out of 23
Fixed Fee
1.50%
Scheme Return
3.43%
Benchmark Return
2.36%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FUND SUMMARY

AUM (₹ Cr)
32.80
(As on Jul, 2026)
Inception Date
May 31, 2018
Min. Investment
₹50 Lacs
SIP Option
Available
STP Option
Available
Exit Load
Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

FEE STRUCTURE

Fixed Fee
1.50%
Variable Fee
No Option
Hurdle Rate
8.00%
Profit Sharing
10% profit sharing above 8% Hurdle
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INVESTMENT PHILOSOPHY

Objective

SRE shield portfolio aims at generation of long term wealth with a focus on capital protection. It is a dynamic strategy seeking to maximize investment opportunities from market ups & downs by rebalancing the portfolio between underlying equity and debt funds based on the P/E ratio of the index.

Investment Approach

Valuation based Proprietary quantitative model , Minimization of overconcentration risk trough investments acros diversified sectors , Tested across various market cycles and time horizons , Integrated & effective risk management process ,Comprehensive performance reporting and transparent communication

Calculators

Income Tax Calculator Lum-Sum Calculator Dividend Yield Calculator CAGR Calculator SIP Calculator FD Calculator Top-Up Calculator Latte Factor Calculator

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PEER ANALYSIS

  • table
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Compare
Sykes and Ray Equities - SRE Shield
AUM (₹ Cr)
₹32.80 Cr
Hurdle Rate
8.00%
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 23
Fixed Fee
1.50%
Scheme Return
3.43%
Benchmark Return
2.36%
Concept Investwell - Dynamic
AUM (₹ Cr)
₹3.45 Cr
Hurdle Rate
7.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 23
Fixed Fee
2.25%
Scheme Return
5.38%
Benchmark Return
2.19%
Care PMS - Large and Midcap Strategy
AUM (₹ Cr)
₹56.90 Cr
Hurdle Rate
No option
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 23
Fixed Fee
2.00%
Scheme Return
3.1%
Benchmark Return
2.19%
Incred Active Momentum Strategy
AUM (₹ Cr)
₹15.20 Cr
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 23
Fixed Fee
2.50%
Scheme Return
2.7%
Benchmark Return
2.2%
Growth Fund
AUM (₹ Cr)
₹27.97 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 23
Fixed Fee
2.50%
Scheme Return
2.52%
Benchmark Return
2.19%
Geojit - Freedom Portfolio
AUM (₹ Cr)
₹179.27 Cr
Hurdle Rate
15.00% or 10.00%
Benchmark
Nifty 50 TRI
Category Rank
6 Out of 23
Fixed Fee
3.00%
Scheme Return
2.35%
Benchmark Return
2.36%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

ABOUT AMC

Sykes and Ray Equities India Ltd
Sykes and Ray Equities India Ltd manages assets worth Rs 124.97 crores. Its current offering of PMS schemes includes 1 Mid And Large Cap scheme.

AUM (₹ cr)

124.97 (As on Jun, 2026)

Number of Schemes

1
Schemes From This AMC
  • table
  • Grid
Compare
Sykes and Ray Equities - SRE Shield
AUM (₹ Cr)
₹32.80 Cr
Hurdle Rate
8.00%
Benchmark
Nifty 50 TRI
Category
Mid AND Large Cap
Category Rank
2 Out of 23
Fixed Fee
1.50%
Scheme Return
3.43%
Benchmark Return
2.36%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FAQs

What is the hurdle rate of Sykes and Ray Equities - SRE Shield?
The hurdle rate of Sykes and Ray Equities - SRE Shield is 8.00%.
What is the fixed fee charged in Sykes and Ray Equities - SRE Shield ?
The fixed fee charged in Sykes and Ray Equities - SRE Shield is 1.50%.
What is the variable fee charged in Sykes and Ray Equities - SRE Shield ?
There is no option for Variable fee.
What is the profit sharing in Sykes and Ray Equities - SRE Shield ?
The profit sharing in Sykes and Ray Equities - SRE Shield is 10% profit sharing above 8% Hurdle.
What is the minimum investment in Sykes and Ray Equities - SRE Shield ?
The minimum investment in Sykes and Ray Equities - SRE Shield is ₹50 Lacs
What type of scheme is Sykes and Ray Equities - SRE Shield?
Sykes and Ray Equities - SRE Shield is an Equity scheme. It falls in the Mid AND Large Cap category.
What is the inception date of Sykes and Ray Equities - SRE Shield?
The inception date of Sykes and Ray Equities - SRE Shield is May 31, 2018.
What is the exit load of Sykes and Ray Equities - SRE Shield?
Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.

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