Fund Snapshot
| PMS Provider Name | PrimeInvestor Financial Research Private Limited |
| Strategy & Product Name | Equity / Mutual Fund Blended Option |
| Benchmark | Nifty 50 TRI |
| Date of Inception | December 22, 2025 |
| Fund Age | 5 Months |
| Minimum Investment | ₹5,000,000 (₹50 Lakhs SEBI PMS entry threshold) |
| Assets Under Management (AUM) | ₹33.14 Crore |
| Fixed Fees Structure | NA (Varies by share class / transparent baseline fee) |
| Variable Fees Structure | NA (Zero performance sharing model) |
| Exit Load | NA (Standard 1.0% in Year 1, 0.5% in Year 2) |
Fund Purpose
The strategy aims to deliver superior long-term capital appreciation by investing in a diversified portfolio of Indian equities across all market capitalizations and sectors. It utilizes a disciplined combination of bottom-up stock selection and top-down macro context to blend growth and value investment styles. Crucially, the mandate features strategic tactical flexibility—retaining the authority to move partially or fully into defensive cash and liquid assets when core holdings fail to meet internal valuation and risk metrics, thereby defending capital during unfavorable market drawdowns.
Fund Philosophy
Core-Satellite Portfolio Sizing
The fund structures allocations across dual layers to balance steady growth with opportunistic alpha. The core engine focuses on multi-cap, high-quality compounding businesses meant to be held patiently through complete cycles, while the satellite layer takes tactical sector and thematic positions to exploit near-term market discrepancies.
Unbiased Multi-Cap Universe
The approach actively rejects arbitrary market cap boundaries or size restrictions. Recognizing that superior capital efficiency exists across all tiers, the selection framework maps opportunities fluidly across large-cap, mid-cap, and small-cap stocks without a rigid structural bias.
Dynamic Cash-Buffer Anchoring
Unlike traditional long-only equity funds that remain fully deployed during systemic asset bubbles, this strategy actively implements defensive cash positioning. When underlying metrics indicate stretched valuations or deteriorating earnings quality, the system intentionally preserves dry powder rather than chasing momentum.
Combined Growth and Value Mandate
Stock selection avoids the trap of single-style dogmatism. By running growth screens alongside disciplined value anchors, the process ensures that high-growth businesses are filtered for margin of safety, while value picks are assessed for clear catalyst triggers rather than value traps.
Research-Backed Macro Alignment
The strategy leverages independent quantitative and fundamental research setups. Top-down capital flow tracking and cyclical economic indicators provide context before stock-specific capital allocation begins, steering the overall portfolio away from structurally declining industries.
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Prime Velocity
Benchmark: Nifty 50 TRI
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Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.
PrimeInvestor Financial Research Private Limited
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | ₹57.72 | 2.41 | 8.54 | 4.53 | NA | NA | NA | NA | NA | 3.44 |
| Benchmark | NA | 2.36 | 2.28 | -2.98 | NA | NA | NA | NA | NA | -5.34 |
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Vidya B
Ms. Vidya Bala is the Co-Founder and Head of Research and Product at PrimeInvestor Financial Research Private Limited. A Chartered Accountant by qualification with over 20 years of battle-tested investment research experience across Indian equity and debt markets, she is one of the most respected analytical minds in the Indian wealth management space. She previously served as the Head of Mutual Fund Research at FundsIndia, where she pioneered some of the country's earliest automated robo-advisory engines and managed an asset base scaling past ₹6,500 Crore. At PrimeInvestor, she directs macro product strategy and the core-satellite allocation parameters for the PMS offerings, maintaining a reputation for direct, independent research execution.
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Find answers to common questions about fund investments, performance, portfolio strategy, and investor services.
Though fundamentally an equity-centric strategy designed to compound long-term wealth, the framework maintains the flexibility to hold mutual funds, exchange-traded funds (ETFs), or pivot into cash equivalents during volatile or expensive market environments.
In absolute compliance with SEBI's regulatory guidelines for registered Portfolio Management Services in India, the baseline minimum investment is fixed at ₹5,000,000 (₹50 Lakhs) per PAN.
Velocity possesses an explicit mandate for absolute capital preservation. If internal quality or evaluation criteria fail across the broader stock universe, the fund manager can dynamically move significant portions—up to the entire portfolio—into cash or short-term debt instruments.
PrimeInvestor operates on a conflict-free fee architecture. While the baseline structural data reflects "NA," their corporate operational layout emphasizes industry-disruptive, transparent fixed fees with a strict zero-profit-sharing policy.
Given its high-conviction multi-cap structure and focus on fundamental business cycles, Prime Velocity is explicitly designed for serious investors with an extended investment horizon of at least 3 to 5+ years.