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DYNAMIC INVESTMENT APPROACH

DYNAMIC INVESTMENT APPROACH is a Equity Portfolio Management Service launched by Janak Merchant Securities Pvt.Ltd. on June 2005. Managed by JANAK MANSINGH MERCHANT, the fund holds ₹1051 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh, with a AMC Charge : Up to 2% % fixed fee and AMC: Up to 1% Hurdle : 8-15% Profit Share : 15% Hurdle : Out performance versus BSE 500 Profit Share : 20% % performance fee. Trailing returns: -0.67% (1Y), 19.18% CAGR (3Y), 19% since inception. Performance data as of July 2026.

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DYNAMIC INVESTMENT APPROACH

Janak Merchant Securities Pvt.Ltd.

1,051.15 CR AUM

DYNAMIC INVESTMENT APPROACH

DYNAMIC INVESTMENT APPROACH

Janak Merchant Securities Pvt.Ltd.

1,051.15 CR AUM

BSE 500 TRI
Benchmark
21yr 1mo
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
21yr 1mo
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

What is this fund's investment objective?

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

How has DYNAMIC INVESTMENT APPROACH performed?

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Wealth Creation Calculator

1M IA return
4.85%
1M benchmark return
1.73%
Alpha
3.12%
1M Wealth multiple
1.05x

How has this fund performed vs its benchmark?

2026
2026
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Wealth Creation Calculator

1M IA return
4.85%
1M benchmark return
1.73%
Alpha
3.12%
1M Wealth multiple
1.05x

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