Fund Snapshot
| Parameter | Details |
| Strategy Name | Equity |
| Product Name | Equity |
| PMS Provider | Sykes And Ray Equities India Limited |
| Benchmark | BSE 500 TRI |
| Date of Inception | January 8, 2026 |
| Fund Age | 5 Months |
| Asset Under Management (AUM) | ₹2.51 Crores |
| Minimum Investment Amount | ₹50,00,000 (₹50 Lakhs) |
| Fixed / Variable Fees | Tailored relative to asset onboarding tiers (NA) |
| Exit Load | Subject to capital lock-in agreements (NA) |
Note on Minimum Investment: While internal documentation lists an entry metric of "500000," standard regulatory guidelines enforced by SEBI mandate a minimum threshold of ₹50 Lakhs for all registered Portfolio Management Services (PMS) platforms in India.
Fund Purpose
The primary investment objective of the SRE Finansys Quant Momentum PMS is to generate superior, long-term capital appreciation by capturing and capitalizing on active price trends within listed Indian equities. Operating as a systematic, quantitative investment vehicle, the strategy utilizes mathematical frameworks to track historical and real-time velocity in asset pricing. By focusing on strong upward trends and persistent stock performance, the portfolio aims to maximize returns during bullish cycles while executing programmatic exit triggers to shelter investor capital when market momentum reverses.
Fund Philosophy
Rules-Based Quantitative Trend Trading
The strategy removes emotional biases by anchoring all stock additions and exits to systematic mathematical models. By following programmatic data signals rather than subjective economic forecasts, the engine executes buy and sell orders with structural precision across changing market cycles.
Capitalizing on Price Momentum Persistence
The core model operates on the financial principle that assets showing strong relative strength tend to continue their upward trajectories over the medium term. The engine filters the listed universe to isolate companies outperforming their peers, capturing maximum upside from ongoing volume and price trends.
High-Velocity Capital Allocation Agility
Unlike traditional value strategies that wait years for price recovery, this approach shifts capital directly to active growth vectors. The portfolio features a flexible multi-cap mandate, allowing it to pivot instantly toward large, mid, or small-cap stocks whenever fresh quantitative breakouts are verified.
Programmatic Stop-Loss and Risk Guardrails
Trading market momentum requires strict defensive rules to manage sudden reversals. The strategy integrates real-time risk controls, including statistical trailing stop-losses and sector exposure ceilings, ensuring the fund automatically scales down exposure during broad market corrections.
Continuous Multi-Factor Model Evolution
The trading engine does not rely on static inputs. It continuously reviews corporate trading volumes, volatility indices, macro trend deviations, and liquidity pools to refine its quantitative algorithms, matching its underlying positions to the immediate reality of Indian capital markets.
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SRE Finansys Quant Momentum PMS
Benchmark: BSE 500 TRI
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Sykes And Ray Equities India Limited
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | ₹2.98 | 12.79 | 17.83 | 18.75 | NA | NA | NA | NA | NA | 18.81 |
| Benchmark | NA | -0.09 | 3.86 | 1.43 | NA | NA | NA | NA | NA | -0.69 |
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Nitesh Chand
Nitesh Chand is the lead Fund Manager at SRE, where he is responsible for overseeing the SRE Shield portfolio. With a focus on long-term wealth creation and capital protection, he manages a dynamic investment strategy that rebalances assets between equity and debt funds based on the Price-to-Earnings (P/E) ratio of the index. Under his management, the SRE Shield aims to maximize market opportunities while minimizing downside risk. His approach is rooted in the firm's core philosophy of trust, honesty, and providing lasting value to help clients achieve total financial independence.
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Find answers to common questions about fund investments, performance, portfolio strategy, and investor services.
The strategy runs on a quantitative momentum framework. This means it relies on automated mathematical algorithms to spot listed Indian equities showing strong upward price and volume trends, aiming to ride these established movements over medium-to-long-term horizons.
Launched recently on January 8, 2026, the strategy is in its early post-inception rollout phase. As a specialized quantitative offering, the asset pool is expanding systematically as initial high-net-worth accounts and seed capital tranches are cleared through compliance pipelines.
Since momentum strategies trade active price velocity, unexpected market corrections are managed using algorithmic risk parameters. The system runs real-time trend screens and automated exit signals, liquidating weak positions or moving capital into defensive cash positions before large drawdowns happen.
The strategy evaluates its performance against the BSE 500 Total Returns Index (TRI). This broad benchmark tracks the top 500 equities listed on the Bombay Stock Exchange, offering a complete look at all market cap tiers and ensuring transparent alpha measurement.
Commercial terms under this strategy are listed as customizable and depend on the specific client entry tier and asset block. Typically, the framework includes a competitive baseline annual asset management charge alongside performance-linked variables that align manager rewards with net wealth creation.
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