Dynamic Equities PMS or Portfolio Management – Returns, Charges, Support & more
Dynamic Equities PMS stands as a beacon of excellence in the financial landscape, offering discerning investors personalized and proficient investment solutions.
With a rich legacy of trust and expertise, Dynamic Equities Portfolio Management provides a diverse range of services tailored to individual preferences and financial goals.
In this article, you will get a detailed review of its PMS performance, charges, strategies, support & more.
| Total AUM | Rs.102.97 Cr. |
| Avg. 1 Year Return | 12.05% |
| Active Clients | 213 |
| No. of Strategies | 3 |
| Minimum Investment | Rs.50 Lakh |
| Experience | 10 Year |
Dynamic Equities PMS - Company Overview
Category
Organization Type
Head Office
Founder
Founded In (year)
Dynamic Equities Portfolio Management Service Performance or Returns
1 Year
Nifty 50 - 1 Year
3 Year
Nifty 50 - 3 Year
5 Year
Nifty 50 - 5 Year
Dynamic Equities PMS Charges or Fees
Fixed Fees
Variable AMC
Variable Profit Sharing
Exit Load 1st Year
Exit Load 2nd Year
Exit Load 3rd Year
Best Strategies by Dynamic Equities Portfolio Management Services
Check out various strategies or Investment approaches provided by Dynamic Equities Portfolio Managers.
| Strategy Name | SMALL CAP | Bluechip | Emerging |
| Start Date | 9-Jan-24 | 19-Mar-24 | 25-Apr-24 |
| Category | SMALL CAP | LARGE & MID CAP | SMALL CAP |
| Benchmark | Nifty 50 | Nifty 50 | Nifty 50 |
| AUM (Rs.) | Not Disclosed | Not Disclosed | Not Disclosed |
| No. of Stocks | Not Disclosed | Not Disclosed | Not Disclosed |
| 1 Yr. Return | 14.26% | 7.89% | 13.99% |
| 3 Yr. Return | NA | NA | NA |
| 5 Yr. Return | NA | NA | NA |
| Fund Manager | Mr. Shailesh Saraf | Mr. Shailesh Saraf | Mr. Shailesh Saraf |
Top Fund Managers of Dynamic Equities PMS
#1
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Investment Facilities provide by Dynamic Equities Portfolio Manager
Custom Strategy
Strategy Switch
Switch Charges
NRI Investment
Discretionary
Non-Discretionary
Early Exit
Early Exit Charges
Dynamic Equities Portfolio Management Support
Call Support
Email Support
Chat Support
Dedicated RM Support
Fund Manager Intereraction
Issue Resolving TAT
Dynamic Equities PMS Dashboard Link
Web Platform
Dynamic Equities PMS Review or Ratings by Finec.in
Overall Rating
Portfolio Performance
Support
Facilities
Charges
Experience
Dynamic Equities Portfolio Management Services - SEBI Details
SEBI Reg. No.
Contact Person
Email ID
Telephone No.
Address
Starting Date
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Dynamic Equities PMS - Eligibility Criteria
Age
Nationality
Investment
Documents required to Invest with Dynamic Equities Portfolio Manager
PMS Agreement
POA
Demat Account
PAN
Address Proof