Fund Snapshot
| Parameter | Details |
| PMS Provider Name | Dynamic Equities Pvt Ltd |
| Strategy & Product Name | Equity (Equity) |
| Benchmark | Nifty 50 TRI |
| Date Of Inception | 05/03/2026 |
| Fund Age | 3 Months |
| Minimum Investment Amount | ₹5,000,000 |
| Fixed Fees Structure | NIL |
| Variable Fees Structure | AMC: 1% | Hurdle: 6% | Profit Sharing: 10% |
| Exit Load | NIL |
| Assets Under Management (AUM) | ₹2.10 CR |
Fund Purpose
To generate long-term capital appreciation by investing in leading midcap companies of India.
Fund Philosophy
High-Conviction Selection of Midcap Leaders
The strategy targets the sweet spot of the Indian economic landscape by intentionally backing market leaders within the mid-cap universe—businesses that have established strong operating frameworks and are poised to scale into future large-caps.
Simplicity of Thought and Investment Process
The fund consciously avoids overly complex mathematical engineering or speculative strategies. Instead, it relies on a clean, logical investment process focused on fundamental realities, ensuring every allocation is highly transparent and easily understandable.
Harmonious Blend of Fundamental and Technical Gauges
To optimize both the quality of entry and tactical timing, the investment engine coordinates long-term corporate fundamental health (such as balance sheet strength and cash flows) with disciplined technical analysis vectors to track market momentum.
Balanced Risk-Reward Risk Operations
The philosophy places a massive structural emphasis on downside containment. Rather than chasing growth at any price, risk-management structures constantly assess liquidity constraints, valuation margins, and business operations to protect client capital across volatile cycles.
Pure Performance-Linked Incentive Alignment
By setting fixed management charges to an absolute zero, the fund ensures its corporate interests are fully identical to the investor's journey. Revenues are derived systematically through a performance layout that rewards real, net outperformance above a 6% hurdle.
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MIDCAP MAVENS
Benchmark: Nifty 50 TRI
Compare fund returns and benchmark performance across multiple investment periods using a visual bar graph.
Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.
Dynamic Equities Pvt Ltd
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | ₹2.70 | 4.55 | 2.97 | NA | NA | NA | NA | NA | NA | 8.03 |
| Benchmark | NA | -1.14 | 2.89 | NA | NA | NA | NA | NA | NA | -1.99 |
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Shridhar Bhuwalka
Shridhar Bhuwalka is the Joint Managing Director and Co-Fund Manager at Dynamic Equities Pvt Ltd, bringing over 21 years of multi-decade financial market expertise to the Midcap Mavens strategy. A commerce graduate from the prestigious St. Xavier's College, Kolkata, Shridhar has been instrumental in engineering the firm's core operational scale, banking integrations, and risk management systems for nearly two decades. His multi-faceted expertise spans core corporate finance, statistical asset modeling, and a deep synchronized blending of fundamental and technical market structures. A strong advocate for character-driven leadership and absolute operational transparency, his investment style centers entirely on "simplicity of thoughts and processes," focusing intensely on maintaining balanced risk-reward parameters to smooth out consumer drawdowns during turbulent equity cycles.
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Find answers to common questions about fund investments, performance, portfolio strategy, and investor services.
In absolute alignment with the statutory baseline mandated by the Securities and Exchange Board of India (SEBI) for all registered Portfolio Management Services (PMS), the minimum ticket size required to onboard is ₹5,000,000 (₹50 Lakhs).
Midcap Mavens charges a zero fixed AMC. Instead, it employs a highly investor-friendly hybrid fee: a modest 1% asset charge combined with a 10% profit-sharing layout that triggers exclusively on active gains generated over a fixed 6% hurdle rate.
The strategy offers institutional-grade capital liquidity. There are zero entry loads, zero lock-in milestones, and a completely NIL exit load structure across all years, allowing clients to deploy or redeem investment capital seamlessly.
The Nifty 50 Total Returns Index represents India's premium large-cap blue-chip universe. Benchmarking against it provides a high-conviction hurdle, ensuring the fund manager actively validates the higher risk-reward profile of mid-caps by consistently beating large-cap alternatives.
While fundamental analysis validates what high-quality midcap business to buy, technical analysis tools provide institutional insight into when to execute allocations. This helps the fund avoid stagnant structural ranges and capitalize on real liquidity cycles.
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