Consortium Securities Value PMS
Consortium Securities Value PMS is a Equity Portfolio Management Service launched by Consortium Securities Pvt Ltd on August 2014. Managed by HARVEER SINGH KALRA, the fund holds ₹104 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh, with a AMC CHARGES 1%% fixed fee and HURDLE 10% PROFIT SHARING 20% ON INCREMENTAL RETURN EXCEEDING HURDLE RATE% performance fee. Trailing returns: 11.55% (1Y), 20.88% CAGR (3Y), 26.72% since inception. Performance data as of July 2026.
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Consortium Securities Value PMS
Consortium Securities Pvt Ltd
104.23 CR AUM
Consortium Securities Value PMS
Consortium Securities Pvt Ltd
104.23 CR AUM
BSE 500 TRI
Benchmark
11yr 10mo
Age
EQUITY
Strategy
AMC CHARGES 1%
Fixed Fees
HURDLE 10%
PROFIT SHARING 20% ON INCREMENTAL RETURN EXCEEDING HURDLE RATE
Variable Fees
1ST YEAR 3%
2ND YEAR 2%
3RD YEAR 1%
Exit Load
BSE 500 TRI
Benchmark
11yr 10mo
Age
EQUITY
Strategy
AMC CHARGES 1%
Fixed Fees
HURDLE 10%
PROFIT SHARING 20% ON INCREMENTAL RETURN EXCEEDING HURDLE RATE
Variable Fees
1ST YEAR 3%
2ND YEAR 2%
3RD YEAR 1%
Exit Load
harveer singh kalra
Fund Manager
EQUITYStrategies
Harveer has over 15 years of experience in Financial Services, Private Equity and Management Consulting with companies such as Right Management and Standard Chartered Private Equity.
What is this fund's investment objective?
Long term wealth creation
How has Consortium Securities Value PMS performed?
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1M IA return
3.34%
1M benchmark return
1.73%
Alpha
1.61%
1M Wealth multiple
1.03x
How has this fund performed vs its benchmark?
2026
2026
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1M IA return
3.34%
1M benchmark return
1.73%
Alpha
1.61%
1M Wealth multiple
1.03x
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