Sykes and Ray Equities - SRE Shield
Sykes and Ray Equities - SRE Shield

Sykes and Ray Equities - SRE Shield

  • Sykes and Ray Equities India Ltd
  • LARGE AND MID CAP
  • 8
    Out of 8*
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PMS Bazaar
Portfolio age7 years, 1 month
2.39%
1.92%
Hurdle Rate**8.00%
Fixed fee1.50%
Min. Investment50 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 (8.82%)
Allocation by Market Cap
Small Cap (0%)
Mid Cap (25.81%)
Large Cap (65.37%)
Sector Holdings
  • Automobile20.36%
  • Financials Services17.42%
  • Services10.79%
  • Technology7.69%
  • Energy6.35%
Stock Holdings
  • Tata Motors Ltd5.3%
  • Adani Ports and Special Economic Zone Ltd4.4%
  • Icici Bank Ltd4.4%
  • Larsen & Toubro Ltd4.36%
  • Bajaj Auto Ltd4.33%

bt_logoPORTFOLIO MANAGERS

Nitesh Chand
  • Manager Rank8 Out of 11
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUM37.35
  • Highest Return In 1 Yr-0.65%
Profile

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.

Other Schemes
AUM (₹ Cr)
₹37.35 Cr
Hurdle Rate
8.00%
Benchmark
Nifty 50 TRI
Category
LARGE AND MID CAP
Category Rank
17 Out of 22
Fixed Fee
1.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoPEER ANALYSIS

AUM (₹ Cr)
₹37.35 Cr
Hurdle Rate
8.00%
Benchmark
Nifty 50 TRI
Category Rank
17 Out of 22
Fixed Fee
1.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
1 Out of 22
Fixed Fee
No Option
AUM (₹ Cr)
₹183.00 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 22
Fixed Fee
1.75%
AUM (₹ Cr)
₹26.86 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 22
Fixed Fee
2.50%
AUM (₹ Cr)
₹35.43 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 22
Fixed Fee
No Option
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 22
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Sykes and Ray Equities India Ltd
Sykes and Ray Equities India Ltd manages assets worth Rs 99.50 crores. Its current offering of PMS schemes includes 1 Large And Mid Cap scheme.

AUM (₹ cr)

99.50 (As on Jun, 2025)

Number of Schemes

1
Schemes From This AMC
AUM (₹ Cr)
₹37.35 Cr
Hurdle Rate
8.00%
Benchmark
Nifty 50 TRI
Category
LARGE AND MID CAP
Category Rank
17 Out of 22
Fixed Fee
1.50%
*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 Sykes and Ray Equities - SRE Shield?
The hurdle rate of Sykes and Ray Equities - SRE Shield is 8.00%.
What is the fixed fee charged in Sykes and Ray Equities - SRE Shield ?
The fixed fee charged in Sykes and Ray Equities - SRE Shield is 1.50%.
What is the variable fee charged in Sykes and Ray Equities - SRE Shield ?
There is no option for Variable fee.
What is the profit sharing in Sykes and Ray Equities - SRE Shield ?
The profit sharing in Sykes and Ray Equities - SRE Shield is 10% profit sharing above 8% Hurdle.
What is the minimum investment in Sykes and Ray Equities - SRE Shield ?
The minimum investment in Sykes and Ray Equities - SRE Shield is ₹50 Lacs
What type of scheme is Sykes and Ray Equities - SRE Shield?
Sykes and Ray Equities - SRE Shield is an Equity scheme. It falls in the LARGE AND MID CAP category.
What is the inception date of Sykes and Ray Equities - SRE Shield?
The inception date of Sykes and Ray Equities - SRE Shield is May 31, 2018.
What is the exit load of Sykes and Ray Equities - SRE Shield?
Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.