Dalal & Broacha
Aggressive Long Term Capital Appreciation
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
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
6M
+28.2%
1Y
+36.0%
5Y
+23.6%
Since inception
+21.1%
6M
+36.3%
1Y
+41.4%
5Y
+13.6%
Since inception
—
6M
-8.1%
1Y
-5.4%
5Y
+10.0%
Since inception
+12.2%
Positive alpha across both 1Y and 5Y — classified as Consistent Performer
Hypothetical growth based on TWRR from inception (Nov 2012)
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.
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.
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.