JEWEL
JEWEL is a Equity Portfolio Management Service launched by Ghalla Bhansali Stock Brokers Pvt Ltd on February 2016. Managed by ROHAN GHALLA, the fund holds ₹43 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh, with a 1.25-2% fixed fee and NA% performance fee. Trailing returns: -1.74% (1Y), 17.62% CAGR (3Y), 14.67% since inception. Performance data as of July 2026.
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JEWEL
Ghalla Bhansali Stock Brokers Pvt Ltd
42.64 CR AUM
JEWEL
Ghalla Bhansali Stock Brokers Pvt Ltd
42.64 CR AUM
BSE 500 TRI
Benchmark
10yr 5mo
Age
EQUITY
Strategy
1.25-2
Fixed Fees
NIL
Variable Fees
0-2 YEAR-2
Exit Load
BSE 500 TRI
Benchmark
10yr 5mo
Age
EQUITY
Strategy
1.25-2
Fixed Fees
NIL
Variable Fees
0-2 YEAR-2
Exit Load
rohan ghalla
Fund Manager
EQUITYStrategies
He has over two decades of investing experience. He is a CFA Charter holder from the CFA Institute, USA, MBA (NMIMS) and BMS from Mumbai University. Before joining Ghalla Bhansali, Rohan spent about 5 years in JP Morgan's equity research department with a focus on analyzing Emerging Market Equities. He was also a visiting faculty at NMIMS, ITM & Welingkar Institute.
What is this fund's investment objective?
This plan will make investment in around 20 stocks or more. Which will benefit as the economic cycle turns positive.
How has JEWEL performed?
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1M IA return
4.30%
1M benchmark return
2.51%
Alpha
1.79%
1M Wealth multiple
1.04x
How has this fund performed vs its benchmark?
2026
2026
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Wealth Creation Calculator
1M IA return
4.30%
1M benchmark return
2.51%
Alpha
1.79%
1M Wealth multiple
1.04x
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