Prosperity Discovery Fund
Prosperity Discovery Fund is a Equity Portfolio Management Service launched by Prosperity Wealth Management Private Limited on December 2020. Managed by Mr. Vasudev Gupta, the fund holds ₹112 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh, with a Management Fee: 1.5%% fixed fee and Hurdle Rate: 10% Performance Fee: 10%% performance fee. Trailing returns: -2.35% (1Y), 13.29% CAGR (3Y), 17.28% since inception. Performance data as of July 2026.
Learn
Prosperity Discovery Fund
Prosperity Wealth Management Private Limited
112.05 CR AUM
Prosperity Discovery Fund
Prosperity Wealth Management Private Limited
112.05 CR AUM
BSE 500 TRI
Benchmark
5yr 7mo
Age
EQUITY
Strategy
Management Fee: 1.5%
Fixed Fees
Hurdle Rate: 10%
Performance Fee: 10%
Variable Fees
1st Year: 2%
2nd Year: 1%
3rd Year: 0%
Exit Load
BSE 500 TRI
Benchmark
5yr 7mo
Age
EQUITY
Strategy
Management Fee: 1.5%
Fixed Fees
Hurdle Rate: 10%
Performance Fee: 10%
Variable Fees
1st Year: 2%
2nd Year: 1%
3rd Year: 0%
Exit Load
vasudev gupta
Fund Manager
EQUITYStrategies
Vasudev is a SEBI Registered Portfolio Manager and the Chief Investment Officer of Prosperity Wealth Management. He holds a masters degree in Innovation & Entrepreneurship from the Imperial College London. He specializes in evaluating equity investments given his 7+ years of expertise in this domain. He is assisted by a team of CAs & CFAs who have previously worked with several successful investment oriented organizations.
What is this fund's investment objective?
Wealth creation for the investor by delivering superior risk-adjusted returns
How has Prosperity Discovery Fund performed?
Loading
Unlock all metrics
Login to see the live performance and return
Wealth Creation Calculator
1M IA return
5.32%
1M benchmark return
1.73%
Alpha
3.59%
1M Wealth multiple
1.05x
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
5.32%
1M benchmark return
1.73%
Alpha
3.59%
1M Wealth multiple
1.05x
Similar Investment Approaches
Enam India Equity Portfolio
Enam Asset Management Company Private Limited
₹21,708.57 Cr
EQ
Q India Value Equity Strategy - Constrained V
Quantum Advisors Private Limited
₹15,673.55 Cr
EQ
Customised Discretionary Portfolio - Equity
360 One Asset Management Limited
₹14,727.93 Cr
EQ
Icici Prudential Pms Contra Strategy
Icici Prudential Asset Management Company Ltd
₹13,837.43 Cr
EQ
Valuequest Alpha
Valuequest Investment Advisors Pvt. Ltd.
₹11,991.76 Cr
EQ