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Dalal and Broacha - Long Term Growth
Dalal and Broacha - Long Term Growth

Dalal and Broacha - Long Term Growth

  • Dalal and Broacha Stock Brocking Pvt Ltd
  • MULTI CAP AND FLEXI CAP
  • 69
    Out of 116*
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Portfolio age17 years, 11 months
2.61%
1.92%
Hurdle Rate**0.00%
Fixed fee2.00%
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 30/06/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (5%)
Allocation by Market Cap
Small Cap (15%)
Mid Cap (40%)
Large Cap (40%)
Sector Holdings
  • Consumer Discretionary30%
  • Financials25%
  • Manufacturing20%
  • Pharma12%
  • Technology4%
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

Milind Karmarkar
  • Manager Rank58 Out of 164
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUM1093.86
  • Highest Return In 1 Yr6.29%
Profile

Dalal & Broacha's research department, comprising a team of six, was set up by this Chartered Accountant. He joined the firm over fifteen years ago after having spent a few years in corporate planning and financial management. He has an experience of more than 35 years in equities.

Other Schemes
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Dalal and Broacha - Long Term Growth
AUM (₹ Cr)
₹1,093.86 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
186 Out of 250
Fixed Fee
2.00%
Scheme Return
2.61%
Benchmark Return
1.92%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
1093.86
(As on Jun, 2025)
Inception Date
Aug 24, 2007
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 0%
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
2.00%
Variable Fee
No Option
Hurdle Rate
No Option
Profit Sharing
No Option
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bt_logoINVESTMENT PHILOSOPHY

Objective

To achieve long term growth by investing in companies and sectors that can reap the maximum benefits arising out of the India growth story driven by demographic dividend and increasing per capita income

Investment Approach

Invest in good businesses with decent management at reasonable prices

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Dalal and Broacha - Long Term Growth
AUM (₹ Cr)
₹1,093.86 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
186 Out of 250
Fixed Fee
2.00%
Scheme Return
2.61%
Benchmark Return
1.92%
Multicap
AUM (₹ Cr)
₹81.41 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 250
Fixed Fee
1.25%
Scheme Return
19.41%
Benchmark Return
3.54%
2Point2 Capital - Long Term Value Fund
AUM (₹ Cr)
₹1,683.07 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 250
Fixed Fee
No Option
Scheme Return
12.1%
Benchmark Return
3.5%
Maxiom PMS - GEM
AUM (₹ Cr)
UNDISC.
Hurdle Rate
6% or 25%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 250
Fixed Fee
2.50%
Scheme Return
7.94%
Benchmark Return
1.92%
NJ AMC - Multicap
AUM (₹ Cr)
₹758.63 Cr
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 250
Fixed Fee
2.00%
Scheme Return
7.85%
Benchmark Return
1.92%
Carnelian - Bespoke Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 250
Fixed Fee
1.50%
Scheme Return
7.57%
Benchmark Return
3.54%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Dalal and Broacha Stock Brocking Pvt Ltd
Dalal and Broacha Stock Brocking Pvt Ltd manages assets worth Rs 1237.77 crores. Its current offering of PMS schemes includes 1 Multi Cap And Flexi Cap scheme.

AUM (₹ cr)

1,237.77 (As on Jun, 2025)

Number of Schemes

1
Schemes From This AMC
  • table
  • Grid
Compare
Dalal and Broacha - Long Term Growth
AUM (₹ Cr)
₹1,093.86 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
186 Out of 250
Fixed Fee
2.00%
Scheme Return
2.61%
Benchmark Return
1.92%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Dalal and Broacha - Long Term Growth?
There is no option for Hurdle rate.
What is the fixed fee charged in Dalal and Broacha - Long Term Growth ?
The fixed fee charged in Dalal and Broacha - Long Term Growth is 2.00%.
What is the variable fee charged in Dalal and Broacha - Long Term Growth ?
There is no option for Variable fee.
What is the profit sharing in Dalal and Broacha - Long Term Growth ?
There is no option for Profit sharing.
What is the minimum investment in Dalal and Broacha - Long Term Growth ?
The minimum investment in Dalal and Broacha - Long Term Growth is ₹50 Lacs
What type of scheme is Dalal and Broacha - Long Term Growth?
Dalal and Broacha - Long Term Growth is an Equity scheme. It falls in the MULTI CAP AND FLEXI CAP category.
What is the inception date of Dalal and Broacha - Long Term Growth?
The inception date of Dalal and Broacha - Long Term Growth is Aug 24, 2007.
What is the exit load of Dalal and Broacha - Long Term Growth?
Exit load is 0%

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