›Fund Details
Learn

DYNAMIC INVESTMENT APPROACH

Janak Merchant Securities Pvt.Ltd.

844.10 CR AUM

DYNAMIC INVESTMENT APPROACH

DYNAMIC INVESTMENT APPROACH

Janak Merchant Securities Pvt.Ltd.

844.10 CR AUM

BSE 500 TRI
Benchmark
20yr 10mo
Age
EQUITY
Strategy
AMC Charge : Up to 2%
Fixed Fees
AMC: Up to 1% Hurdle : 8-15% Profit Share : 15% Hurdle : Out performance versus BSE 500 Profit Share : 20%
Variable Fees
Zero exit load
Exit Load
BSE 500 TRI
Benchmark
20yr 10mo
Age
EQUITY
Strategy
AMC Charge : Up to 2%
Fixed Fees
AMC: Up to 1% Hurdle : 8-15% Profit Share : 15% Hurdle : Out performance versus BSE 500 Profit Share : 20%
Variable Fees
Zero exit load
Exit Load
Fund manager

janak mansingh merchant

Fund Manager
EQUITYStrategies

Mr. Janak Merchant acquired membership of the Pune Stock Exchange in 1983 as one of the founder members. He has served as the Pune Stock Exchanges first Vi ce-President and as a Treasurer in 1987 which was his last official post with the Exchange. After formation of SEBI he obtained his stockbrokers registration in 1992. He has been instrumental in diversifying the business of the company into Portfolio Management Services

Mr. Janak Merchant acquired membership of the Pune Stock Exchange in 1983 as one of the founder members. He has served as the Pune Stock Exchanges first Vi ce-President and as a Treasurer in 1987 which was his last official post with the Exchange. After formation of SEBI he obtained his stockbrokers registration in 1992. He has been instrumental in diversifying the business of the company into Portfolio Management Services

Purpose

Capital appreciation from portfolio that is substantially constituted of equity securities and equity related securities of companies.

Investment Approach v/s Benchmark Metrics

Loading

Unlock all metrics

Login to see the live performance and return

Wealth Creation Calculator

1M IA return
-13.60%
1M benchmark return
-11.40%
Alpha
-2.20%
1M Wealth multiple
0.86x

Investment Approach v/s Benchmark Performance

2026
2026
Loading

Unlock all metrics

Login to see the live performance and return

Wealth Creation Calculator

1M IA return
-13.60%
1M benchmark return
-11.40%
Alpha
-2.20%
1M Wealth multiple
0.86x

Similar Investment Approaches

Enam India Equity Portfolio
Enam India Equity Portfolio
Enam Asset Management Company Private Limited
₹19,129.16 Cr
EQ
Customised Discretionary Portfolio - Equity
Customised Discretionary Portfolio - Equity
360 One Asset Management Limited
₹16,390.68 Cr
EQ
Q India Value Equity Strategy - Constrained V
Q India Value Equity Strategy - Constrained V
Quantum Advisors Private Limited
₹14,490.69 Cr
EQ
ICICI Prudential PMS Contra Strategy
Icici Prudential Pms Contra Strategy
Icici Prudential Asset Management Company Ltd
₹12,040.52 Cr
EQ
BLENDED- RANGOLI
Blended- Rangoli
Unifi Capital P Ltd
₹10,743.27 Cr
EQ