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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
  • 8
    Out of 9*
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Portfolio age7 years, 7 months
0.56%
1.92%
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

bt_logoTRAILING PERFORMANCE

(As on 30/11/2025)
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 (0.83%)
Allocation by Market Cap
Small Cap (8.89%)
Mid Cap (22.51%)
Large Cap (63.33%)
Sector Holdings
  • Financial Services24.09%
  • Automobile and Auto Components21.25%
  • Healthcare8.86%
  • Information Technology7.29%
  • Fast Moving Consumer Goods6.49%
Stock Holdings
  • Adani Ports and Special Economic Zone Ltd4.5%
  • Nippon India Etf Nifty Psu Bank Bees4.44%
  • Larsen & Toubro Ltd4.43%
  • Larsen & Toubro Limited4.37%
  • Bajaj Auto Ltd4.28%

bt_logoPORTFOLIO MANAGERS

Nitesh Chand
  • Manager Rank7 Out of 11
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUM33.72
  • Highest Return In 1 Yr2.6%
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)
₹33.72 Cr
Hurdle Rate
8.00%
Benchmark
Nifty 50 TRI
Category
Mid AND Large Cap
Category Rank
7 Out of 20
Fixed Fee
1.50%
Scheme Return
0.56%
Benchmark Return
1.92%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
33.72
(As on Nov, 2025)
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

bt_logoFEE 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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bt_logoINVESTMENT 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

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Sykes and Ray Equities - SRE Shield
AUM (₹ Cr)
₹33.72 Cr
Hurdle Rate
8.00%
Benchmark
Nifty 50 TRI
Category Rank
7 Out of 20
Fixed Fee
1.50%
Scheme Return
0.56%
Benchmark Return
1.92%
Concept Investwell - Dynamic
AUM (₹ Cr)
UNDISC.
Hurdle Rate
7.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 20
Fixed Fee
2.25%
Scheme Return
2.8%
Benchmark Return
0.96%
Incred Active Momentum Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 20
Fixed Fee
2.50%
Scheme Return
1.7%
Benchmark Return
1%
Bluechip
AUM (₹ Cr)
₹39.60 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 20
Fixed Fee
No Option
Scheme Return
1.7%
Benchmark Return
1.92%
Geojit - Freedom Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
15% Or 10%
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 20
Fixed Fee
3%
Scheme Return
1.68%
Benchmark Return
1.92%
Shriram LEAPS
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 20
Fixed Fee
No Option
Scheme Return
1.39%
Benchmark Return
1.92%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Sykes and Ray Equities India Ltd
Sykes and Ray Equities India Ltd manages assets worth Rs 105.56 crores. Its current offering of PMS schemes includes 1 Mid And Large Cap scheme.

AUM (₹ cr)

105.56 (As on Nov, 2025)

Number of Schemes

1
Schemes From This AMC
  • table
  • Grid
Compare
Sykes and Ray Equities - SRE Shield
AUM (₹ Cr)
₹33.72 Cr
Hurdle Rate
8.00%
Benchmark
Nifty 50 TRI
Category
Mid AND Large Cap
Category Rank
7 Out of 20
Fixed Fee
1.50%
Scheme Return
0.56%
Benchmark Return
1.92%
*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 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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