Fund Snapshot
| Parameter | Details |
| Strategy Name | Equity |
| Product Name | Mutual Fund (Multi-Asset / Fund of Funds Structure) |
| PMS Provider | Sykes And Ray Equities India Limited |
| Benchmark | BSE 500 TRI |
| Date of Inception | February 19, 2026 |
| Fund Age | 3 Months |
| Asset Under Management (AUM) | ₹2.82 Crores |
| Minimum Investment Amount | ₹50,00,000 (₹50 Lakhs) |
| Fixed / Variable Fees | Custom commercial tiers apply (NA) |
| Exit Load | Standard structural terms apply (NA) |
Fund Purpose
The primary investment objective of the SRE PlantRich Heritage Value PMS is to achieve long-term capital compounding by identifying and investing in structural mega-trends and high-momentum equities. Operating through a unique multi-asset asset architecture that balances direct allocations with underlying fund instruments, the strategy targets businesses driving systemic transformations in the Indian economy. By capturing secular tailwinds early and aligning capital with strong price-volume velocity, the portfolio seeks to maximize capital appreciation across multi-year market cycles while anchoring overall risk parameters to the broad BSE 500 TRI framework.
Fund Philosophy
Strategic Exploitation of Macro Mega-Trends
The strategy focuses on backing businesses positioned at the intersection of long-term economic shifts. By identifying themes like digital transformation, infrastructure modernization, green energy transitions, and evolving consumption patterns, the portfolio capitalizes on multi-year structural tailwinds rather than transient cyclical corrections.
Dynamic Momentum Selection Filters
To optimize entry and exit efficiency, the strategy utilizes multi-factor quantitative screens to track asset velocity. Capital is directed toward sectors and individual companies showing high price persistence, allowing the portfolio to participate heavily in strong bull runs and high-growth phases.
Structured Product Diversification
Operating under a unique product structure, the fund maintains the operational agility to integrate mutual fund instruments and underlying asset vehicles alongside standard listed equities. This institutional design dampens individual asset shocks and ensures stable performance during turbulent market regimes.
Core Value and Growth Convergence
Despite its momentum focus, the portfolio maintains strict valuation discipline to avoid overheated market bubbles. The selection process filters out companies lacking fundamental support, ensuring that every momentum choice is backed by operating cash flows, revenue visibility, and clean corporate balance sheets.
Active Multi-Cap Agnosticism
Market leadership fluidly transitions between large, mid, and small-cap tiers as economic cycles progress. The strategy maintains a highly adaptable capitalization mandate, allowing the fund manager to shift assets smoothly across market segments where quantitative signals show the strongest risk-adjusted alpha generation.
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PlantRich Heritage Value 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 | ₹3.87 | 1.21 | 0.39 | NA | NA | NA | NA | NA | NA | 0.94 |
| Benchmark | NA | 2.19 | 3.78 | NA | NA | NA | NA | NA | NA | 7.41 |
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.
Mega-trends refer to structural, long-term shifts that reshape the corporate landscape, such as digital technology implementation, domestic manufacturing expansion, financial inclusion, and renewable energy adoption. The portfolio targets companies leading these transformations, capitalizing on prolonged tailwinds that outlast basic economic cycles.
While managed under a discretionary Portfolio Management Services (PMS) framework, this specific approach operates with a multi-asset or Fund of Funds (FoF) tactical lens. This design allows the fund manager to combine direct equity investments with institutional mutual fund units and ETFs, optimizing diversification and enhancing portfolio liquidity.
Launched recently on February 19, 2026, this portfolio is in its initial post-inception rollout phase. During these early months, the asset pool scales systematically as compliance teams clear initial client onboarding tranches, institutional seed capitals, and initial private wealth distributions.
In absolute compliance with standard regulations set by the Securities and Exchange Board of India (SEBI) for all Portfolio Management Services platforms, the minimum investment threshold is fixed at ₹50,00000 (₹50 Lakhs). Investors can meet this limit through direct monetary transfers or by transferring an eligible basket of existing equities.
Momentum investing can face sudden corrections when trends change. The fund counters this risk by applying strict quantitative risk controls—such as trailing stop-losses, disciplined profit-taking triggers, and broad sector limits—ensuring assets are automatically moved to cash or stable large-cap vehicles during periods of high market stress.