About Company
DOLAT CAPITAL MARKET PRIVATE LIMITED
Dolat Capital Market Private Limited is a leading multi-strategy financial powerhouse founded in 1971 by legendary trader Shri Dolatbhai Shah in Mumbai, India. Built natively on advanced mathematical analysis, applied statistics, and automated quantitative technology frameworks, the firm commands deep institutional execution infrastructure. Dolat Group deploys sophisticated data engines across equity and alternative investment spaces, servicing domestic and global asset managers through rigorous ethical standards.
Fund Snapshot
| Parameter | Details |
| PMS Provider Name | Dolat Capital Market Private Limited |
| Strategy Name | Equity |
| Product Name | Equity |
| Benchmark | BSE 500 TRI |
| Date Of Inception | 16/01/2026 |
| Age | 4 Months |
| AUM (CR) | ₹17.62 |
| Min. Inv. Amount | ₹50,00,000 |
| Fixed Fees Structure | NA |
| Variable Fees Structure | NA |
| Exit Load | NA |
Fund Purpose
The Dolat Quantum Leap Strategy aims to deliver alpha over a three year period by utilizing a systematic investment strategy. The investment approach focuses on momentum as the core factor for stock selection, with investments spread across a multi-cap (Nifty 500) universe. This approach seeks to capitalize on opportunities across large, mid, and small-cap stocks, optimizing returns while managing risk.
Fund Philosophy
Core Momentum Factor
The strategy treats price and earnings momentum as its primary anchor for identifying high-performing assets. It seeks to systematically capture accelerating corporate trends, selecting stocks displaying strong relative market strength to sustain upward performance curves.
Multi-Cap Allocation Universe
Operating across a vast multi-cap universe, the strategy scouts for opportunities within the Nifty 500 framework. This structural mandate allows the investment team to actively balance risk and reward profiles across large-cap stability, mid-cap growth, and small-cap agility.
Systematic Optimization Models
Stock evaluation and trading execution are managed via rules-based, quantitative system structures rather than personal human biases. This mathematical execution ensures disciplined, cold filtering of equity signals to pinpoint entry positions with strong tactical tailwinds.
Three-Year Alpha Horizon
The strategy defines its return parameters around a rolling three-year market cycle window. This strategic runway provides underlying quantitative patterns and sectoral momentum transformations the necessary duration to mature, optimize, and clear brief micro-shocks.
Dual Risk-Return Balancing
While hunting for breakout trends across diverse sectors, the fund applies rigid statistical boundaries to manage systemic volatility. This structural framework continuously adjusts individual asset exposure limits to safeguard the aggregated portfolio against sharp, localized momentum reversals.
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Dolat Quantum Leap Strategy
Benchmark: BSE 500 TRI
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Dolat Capital Market Private Limited
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | ₹25.44 | 6.28 | 7.86 | 10.96 | NA | NA | NA | NA | NA | 12.86 |
| Benchmark | NA | -0.09 | 3.86 | 1.43 | NA | NA | NA | NA | NA | 0.20 |
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Purvag Shailesh Shah
Purvag Shailesh Shah is the Managing Director, Chief Investment Officer, and Fund Manager steering portfolio construction at Dolat Capital Market Private Limited. A third-generation leader with an MSc in International Securities from Reading University, Purvag brings extensive expertise from previous roles at Bloomberg UK and IDFC Offshore Fund. He directly shapes the firm's algorithmic quantitative investment systems, macro risk control boundaries, and institutional asset deployment platforms.
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To open an active account within the Dolat Quantum Leap Strategy, prospective investors are required to make a minimum allocation of ₹50,00,000 (INR 50 Lakhs), following standard SEBI regulatory floors for PMS platforms in India.
The absolute returns, portfolio risk metrics, and generated alpha vectors of the Dolat Quantum Leap Strategy are measured against the BSE 500 TRI (Total Returns Index).
The Dolat Quantum Leap Strategy relies on price and structural momentum as its core factor, screening the broader Nifty 500 universe to back businesses showing clear trend acceleration.
The strategy is deliberately structured to maximize returns and capture systematic alpha targets over an optimal, rolling timeframe of three years.
With an official market inception date registered on January 16, 2026, the Dolat Quantum Leap Strategy holds an initial operational track record of approximately 4 months.
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