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Prime Velocity

PrimeInvestor Financial Research Private Limited

26.70 CR AUM

Prime Velocity

Prime Velocity

PrimeInvestor Financial Research Private Limited

26.70 CR AUM

Nifty 50 TRI
Benchmark
0yr 4mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Nifty 50 TRI
Benchmark
0yr 4mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

vidya b

Fund Manager
EQUITYStrategies

Purpose

We aim to deliver superior long-term capital appreciation by investing in a portfolio of Indian equities across market capitalizations and sectors. The strategy will use disciplined bottom-up and top-down stock selection that combines growth and value investment philosophies based on market opportunities. The portfolio maintains flexibility to move partially or fully to cash when stocks fail to meet our internal selection criteria, ensuring capital preservation during unfavourable market conditions while capturing growth opportunities during attractive periods.

Investment Approach v/s Benchmark Metrics

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1M IA return
7.25%
1M benchmark return
7.49%
Alpha
-0.24%
1M Wealth multiple
1.07x

Investment Approach v/s Benchmark Performance

2026
2026
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Wealth Creation Calculator

1M IA return
7.25%
1M benchmark return
7.49%
Alpha
-0.24%
1M Wealth multiple
1.07x

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