PMSAIFGet AccreditedStock Holding Movement

NUCLEUS

NUCLEUS is a Equity Portfolio Management Service launched by Ghalla Bhansali Stock Brokers Pvt Ltd on June 2024. Managed by ROHAN GHALLA, the fund holds ₹71 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh, with a 1.75% fixed fee and 0% performance fee. Trailing returns: 1.96% (1Y), 4.37% since inception. Performance data as of July 2026.

›Fund Details
Learn

NUCLEUS

Ghalla Bhansali Stock Brokers Pvt Ltd

71.19 CR AUM

NUCLEUS

NUCLEUS

Ghalla Bhansali Stock Brokers Pvt Ltd

71.19 CR AUM

BSE 500 TRI
Benchmark
2yr 1mo
Age
EQUITY
Strategy
1.75
Fixed Fees
0
Variable Fees
0-2 YEARS-2%
Exit Load
BSE 500 TRI
Benchmark
2yr 1mo
Age
EQUITY
Strategy
1.75
Fixed Fees
0
Variable Fees
0-2 YEARS-2%
Exit Load
Fund manager

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.

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?

1. This plan will make investments in 24-25 stocks 2. Stock selection would be based on companies where we expect revenue to growth between CAGR of 20% Plus. 3. Holding Period of the investments could be upto 4 years and more 4. The portfolio is expected to outperform the benchmarked BSE 500 index. 5. The fund manager may make other tactical decisions and have changes in the allocation in line with the overall objectives of protecting the investors interests 6. The Objective is to invest in apparently undervalued companies which will benefit with the improvement in the economic cycle. Consequently we would expect the portfolio to outperform the benchmarked BSE 500

How has NUCLEUS performed?

Loading

Unlock all metrics

Login to see the live performance and return

Wealth Creation Calculator

1M IA return
10.44%
1M benchmark return
2.51%
Alpha
7.93%
1M Wealth multiple
1.10x

How has this fund performed vs its benchmark?

2026
2026
Loading

Unlock all metrics

Login to see the live performance and return

Wealth Creation Calculator

1M IA return
10.44%
1M benchmark return
2.51%
Alpha
7.93%
1M Wealth multiple
1.10x

Similar Investment Approaches

Enam India Equity Portfolio
Enam India Equity Portfolio
Enam Asset Management Company Private Limited
₹21,708.57 Cr
EQ
Q India Value Equity Strategy - Constrained V
Q India Value Equity Strategy - Constrained V
Quantum Advisors Private Limited
₹15,673.55 Cr
EQ
Customised Discretionary Portfolio - Equity
Customised Discretionary Portfolio - Equity
360 One Asset Management Limited
₹14,727.93 Cr
EQ
ICICI Prudential PMS Contra Strategy
Icici Prudential Pms Contra Strategy
Icici Prudential Asset Management Company Ltd
₹13,837.43 Cr
EQ
ValueQuest Alpha
Valuequest Alpha
Valuequest Investment Advisors Pvt. Ltd.
₹11,991.76 Cr
EQ