Dalal & Broacha

Aggressive Long Term Capital Appreciation

Category: Flexi Cap · Dominant allocation: Large Cap

Dalal & Broacha's Aggressive Long Term Capital Appreciation is a Flexi Cap Portfolio Management Services (PMS) strategy managed by Milind Karmarkar, operational since Nov 2012. Benchmark: Nifty 50 TRI.

AUM

₹208 Cr

Min investment

₹50 L

Inception

Nov 2012

Fund manager

Milind Karmarkar

About this strategy

The investment objective of the Dalal & Broacha Aggressive Long Term Capital Appreciation Portfolio Management Services (PMS) strategy is to achieve high long-term capital growth by investing in equities and growth-oriented assets with significant upside potential, accepting higher volatility in exchange for substantial returns. Focuses primarily on segment-dominant market-leading companies. Seeks out low entry valuations and strong long-term dividend tracks

Performance

Returns (TWRR)

6M

+28.2%

1Y

+36.0%

5Y

+23.6%

Since inception

+21.1%

Alpha

6M

+36.3%

1Y

+41.4%

5Y

+13.6%

Since inception

Nifty 50 TRI

6M

-8.1%

1Y

-5.4%

5Y

+10.0%

Since inception

+12.2%

Positive alpha across both 1Y and 5Y — classified as Consistent Performer

₹1 Crore invested — strategy vs benchmark

Hypothetical growth based on TWRR from inception (Nov 2012)

₹14 Cr ₹1 Cr
₹13.9 Cr Strategy
₹4.9 Cr Nifty 50 TRI
2012 2021 2025 Today

Hypothetical illustration based on published TWRR over 13.7 years. Does not account for variable performance fees, taxes, or entry/exit timing. Past performance is not indicative of future results.

Strategy characteristics

1 Yr Turnover Ratio

5%

Percentage of portfolio bought or sold annually. Higher turnover means more active trading and potentially more short-term capital gains tax events in your demat account.

Market cap allocation
Large Cap 40% Mid Cap 40% Small Cap 15%

Fee structure

Fixed fee2% p.a.
Performance feeAs per agreement
High watermark
Exit loadNil

Risk metrics — coming soon

Sharpe ratio, Sortino ratio, beta, standard deviation, and maximum drawdown will be available once sufficient NAV history accumulates. Use turnover ratio and portfolio concentration above as practical risk indicators.

What is Dalal & Broacha Aggressive Long Term Capital Appreciation PMS?
Dalal & Broacha Aggressive Long Term Capital Appreciation is a Flexi Cap Portfolio Management Services (PMS) strategy managed by Milind Karmarkar, operational since Nov 2012. The investment objective of the Dalal & Broacha Aggressive Long Term Capital Appreciation Portfolio Management Services (PMS) strategy is to achieve high long-term capital growth by investing in equit...
What are the returns of Dalal & Broacha Aggressive Long Term Capital Appreciation?
As of the latest monthly update, Dalal & Broacha Aggressive Long Term Capital Appreciation has delivered 36% over 1 year and 23.6% over 5 years (TWRR, net of fixed fees). The 1-year alpha versus benchmark is +41.4%.
What is the minimum investment for Dalal & Broacha Aggressive Long Term Capital Appreciation?
The minimum investment for Dalal & Broacha Aggressive Long Term Capital Appreciation Portfolio Management Services is ₹50 L. The fixed fee is 2% p.a..

Other Flexi Cap Portfolio Management Services

Data compiled from official regulatory disclosures, updated monthly. AND Fintech (ARN-301536, APRN05170) is a registered distributor — not a SEBI-Registered Investment Adviser. This page is for informational and comparison purposes only and does not constitute investment advice or a recommendation. Past performance is not indicative of future results. Please read all scheme related documents carefully before investing.