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Prabhudas Lilladher Aqua PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.

The Prabhudas Lilladher Aqua PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.

It falls under the MULTI CAP & FLEXI CAP investment category, offering diversified exposure. As of now, the strategy has a total AUM of an UnDisclosed Amount.

Over the last 1 year, it delivered a strong return of NA, outperforming many peers. Its performance is benchmarked against the S&P BSE 500, ensuring broad market comparison.

Prabhudas Lilladher Aqua PMS Strategy or Investment Approach - PMS Details

Strategy Name

Aqua Strategy

Start Date

12 June 2023

Category

MULTI CAP & FLEXI CAP

Benchmark

S&P BSE 500

AUM (Rs.)

Not Disclosed

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr. Siddharth Vora

1 Yr. Return

NA

3 Yr. Return

NA

5 Yr. Return

NA

Prabhudas Lilladher Aqua Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

35

Top 5 Stocks%

15.87%

Top 5 Sectors%

75.96%

Portfolio Age

1 Yrs, 10 Months

SIP

Available

STP

Available

Average Market Cap

Not Disclosed

Prabhudas Lilladher Aqua PMS Strategy - Cost or Charges

Fixed Fees

2.50% of Fund Value (AMC)

Variable AMC

1.50% of Fund Value

Variable Profit Sharing

15% (if above 10% profit)

Exit Load 1st Year

3.00%

Exit Load 2nd Year

2.00%

Exit Load 3rd Year

1.00%

Prabhudas Lilladher Aqua PMS Investment Approach - Portfolio Composition

Large Cap

47.05%

Mid Cap

34.03%

Small Cap

14.62%

Cash & Equivalent

3.59%

Check out Business Opportunities with Similar Brands

Prabhudas Lilladher Aqua Portfolio Strategy - Top 5 Sectors

Financial Services

26.36%

Information Technology

26.36%

Chemicals

26.36%

Materials

10.99%

Industrials

8.27%

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