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ProfitGate Classic Compounders Equity Strategy

PROFITGATE CAPITAL SERVICES LLP

659.18 CR AUM

ProfitGate Classic Compounders Equity Strategy

ProfitGate Classic Compounders Equity Strategy

PROFITGATE CAPITAL SERVICES LLP

659.18 CR AUM

BSE 500 TRI
Benchmark
2yr 7mo
Age
EQUITY
Strategy
AMC CHARGES : 1%
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
2yr 7mo
Age
EQUITY
Strategy
AMC CHARGES : 1%
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

nakul rajendra sarda

Fund Manager
EQUITYStrategies

Nakul Sarda is a seasoned professional with a solid track record spanning over a decade in the investment sphere. His expertise includes portfolio management, equity trading, and derivatives. Having excelled as an investment banker at esteemed firms such as ENAM Securities and Axis Capital in Mumbai, Nakul has demonstrated his ability to thrive in dynamic and challenging environments. His tenure in investment banking has equipped him with in-depth knowledge of financial markets, deal structuring, and strategic advisory services. With an MBA from JBIMS, Mumbai, he brings a unique blend of academic prowess and hands-on experience, enabling him to approach financial challenges with a comprehensive understanding and strategic mindset. His extensive investing and trading experience further underscore his proficiency in analysing market trends, identifying investment opportunities, and managing risks effectively. Passionate about delivering exceptional results, Nakul is driven by a commitment to excellence and a relentless pursuit of success in the financial industry.

Nakul Sarda is a seasoned professional with a solid track record spanning over a decade in the investment sphere. His expertise includes portfolio management, equity trading, and derivatives. Having excelled as an investment banker at esteemed firms such as ENAM Securities and Axis Capital in Mumbai, Nakul has demonstrated his ability to thrive in dynamic and challenging environments. His tenure in investment banking has equipped him with in-depth knowledge of financial markets, deal structuring, and strategic advisory services. With an MBA from JBIMS, Mumbai, he brings a unique blend of academic prowess and hands-on experience, enabling him to approach financial challenges with a comprehensive understanding and strategic mindset. His extensive investing and trading experience further underscore his proficiency in analysing market trends, identifying investment opportunities, and managing risks effectively. Passionate about delivering exceptional results, Nakul is driven by a commitment to excellence and a relentless pursuit of success in the financial industry.

Purpose

The investment objective of this approach would be to attempt to generate absolute alpha and superior risk adjusted returns for clients by investing in an alpha focused, benchmark agnostic Multicap portfolio, in a diversified manner.

Investment Approach v/s Benchmark Metrics

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1M IA return
14.12%
1M benchmark return
10.38%
Alpha
3.74%
1M Wealth multiple
1.14x

Investment Approach v/s Benchmark Performance

2026
2026
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Wealth Creation Calculator

1M IA return
14.12%
1M benchmark return
10.38%
Alpha
3.74%
1M Wealth multiple
1.14x

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