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SRE Large & Mid Momentum PMS

SRE Large & Mid Momentum PMS is a Equity Portfolio Management Service launched by Sykes And Ray Equities India Limited on October 2023. Managed by Anup Gupta, the fund holds ₹52 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh. Trailing returns: 17.26% (1Y), 25.34% since inception. Performance data as of July 2026.

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SRE Large & Mid Momentum PMS

Sykes And Ray Equities India Limited

52.17 CR AUM

SRE Large & Mid Momentum PMS

SRE Large & Mid Momentum PMS

Sykes And Ray Equities India Limited

52.17 CR AUM

BSE 500 TRI
Benchmark
2yr 8mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
2yr 8mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

anup gupta

Fund Manager
EQUITYStrategies

Mr. Anup Gupta is the Managing Director of Sykes and Ray Equities (I) Ltd (SRE). He has served on various committees of the BSE and is currently a member of the Executive Committees of BSE Brokers Forum, ANMI and a member of the Capital Markets Committee of Indian Merchants Chambers. He has also been instrumental in the expansion of SRE to establish a strong foothold in the market.

Mr. Anup Gupta is the Managing Director of Sykes and Ray Equities (I) Ltd (SRE). He has served on various committees of the BSE and is currently a member of the Executive Committees of BSE Brokers Forum, ANMI and a member of the Capital Markets Committee of Indian Merchants Chambers. He has also been instrumental in the expansion of SRE to establish a strong foothold in the market.
Fund manager

karunesh varma

Fund Manager
EQUITYStrategies

Head of Depository

Head of Depository
Fund manager

nitesh chand

Fund Manager
EQUITYStrategies

Mr. Nitesh Chand has over two decades experience in Equity Research & Proprietary fund management with Sykes & Ray Equities. With the support of Team Emphasis is to Create Long term wealth for Investors along with safe guarding the capital. Mr. Nitesh Chand is B. Sc Graduate & MBA in Finance. He was associated with Mumbai University as visiting faculty.

Mr. Nitesh Chand has over two decades experience in Equity Research & Proprietary fund management with Sykes & Ray Equities. With the support of Team Emphasis is to Create Long term wealth for Investors along with safe guarding the capital. Mr. Nitesh Chand is B. Sc Graduate & MBA in Finance. He was associated with Mumbai University as visiting faculty.
1OF3

What is this fund's investment objective?

We Identify sectors with Strong Growth Potential for the Next 2-5 years

How has SRE Large & Mid Momentum PMS performed?

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Wealth Creation Calculator

1M IA return
5.91%
1M benchmark return
1.73%
Alpha
4.18%
1M Wealth multiple
1.06x

How has this fund performed vs its benchmark?

2026
2026
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Wealth Creation Calculator

1M IA return
5.91%
1M benchmark return
1.73%
Alpha
4.18%
1M Wealth multiple
1.06x

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