DYNAMIC INVESTMENT APPROACH
DYNAMIC INVESTMENT APPROACH is a Equity Portfolio Management Service launched by Systematix Shares & Stocks (India) Limited on May 2008. Managed by RAJEEV BAJAJ, the fund holds ₹150 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh. Trailing returns: 12% (1Y), 23.88% CAGR (3Y), 11.34% since inception. Performance data as of July 2026.
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DYNAMIC INVESTMENT APPROACH
Systematix Shares & Stocks (India) Limited
149.96 CR AUM
DYNAMIC INVESTMENT APPROACH
Systematix Shares & Stocks (India) Limited
149.96 CR AUM
BSE 500 TRI
Benchmark
18yr 2mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
18yr 2mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
rajeev bajaj
Fund Manager
EQUITYStrategies
Rajeev Bajaj, based in Mumbai, MH, IN, is currently a Vice President at Systematix Shares & Stocks (I) Ltd.. Rajeev Bajaj brings experience from previous roles at Systematix Shares & Stock Brokers Ltd. Rajeev Bajaj holds a The Institute of Chartered Accountants of India.2007 - now Vice President @ Systematix Shares & Stocks (I) Ltd. 2007 - now Senior Vice President @ Systematix Shares & Stock Brokers Ltd.
What is this fund's investment objective?
TO SEEK CAPITAL APPRECIATION OVER LONG TERM
How has DYNAMIC INVESTMENT APPROACH performed?
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1M IA return
5.08%
1M benchmark return
1.53%
Alpha
3.55%
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
5.08%
1M benchmark return
1.53%
Alpha
3.55%
1M Wealth multiple
1.05x
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