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DYNAMIC INVESTMENT APPROACH

Janak Merchant Securities Pvt.Ltd.

983.41 CR AUM

DYNAMIC INVESTMENT APPROACH

DYNAMIC INVESTMENT APPROACH

Janak Merchant Securities Pvt.Ltd.

983.41 CR AUM

BSE 500 TRI
Benchmark
20yr 11mo
Age
EQUITY
Strategy
AMC Charge : Up to 2%
Fixed Fees
AMC: Up to 1% Hurdle : 8-15% Profit Share : 15% Hurdle : Out performance versus BSE 500 Profit Share : 20%
Variable Fees
Zero exit load
Exit Load
BSE 500 TRI
Benchmark
20yr 11mo
Age
EQUITY
Strategy
AMC Charge : Up to 2%
Fixed Fees
AMC: Up to 1% Hurdle : 8-15% Profit Share : 15% Hurdle : Out performance versus BSE 500 Profit Share : 20%
Variable Fees
Zero exit load
Exit Load
Fund manager

janak mansingh merchant

Fund Manager
EQUITYStrategies

Mr. Janak Merchant acquired membership of the Pune Stock Exchange in 1983 as one of the founder members. He has served as the Pune Stock Exchanges first Vi ce-President and as a Treasurer in 1987 which was his last official post with the Exchange. After formation of SEBI he obtained his stockbrokers registration in 1992. He has been instrumental in diversifying the business of the company into Portfolio Management Services

Mr. Janak Merchant acquired membership of the Pune Stock Exchange in 1983 as one of the founder members. He has served as the Pune Stock Exchanges first Vi ce-President and as a Treasurer in 1987 which was his last official post with the Exchange. After formation of SEBI he obtained his stockbrokers registration in 1992. He has been instrumental in diversifying the business of the company into Portfolio Management Services

Purpose

Capital appreciation from portfolio that is substantially constituted of equity securities and equity related securities of companies.

Investment Approach v/s Benchmark Metrics

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Wealth Creation Calculator

1M IA return
15.64%
1M benchmark return
10.38%
Alpha
5.26%
1M Wealth multiple
1.16x

Investment Approach v/s Benchmark Performance

2026
2026
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Wealth Creation Calculator

1M IA return
15.64%
1M benchmark return
10.38%
Alpha
5.26%
1M Wealth multiple
1.16x

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