Fund Snapshot
| Parameter | Details |
| Strategy Name | Equity |
| Product Name | Equity |
| PMS Provider | ProfitGate Capital Services LLP |
| Benchmark | BSE 500 TRI |
| Date of Inception | November 28, 2025 |
| Fund Age | 6 Months |
| Asset Under Management (AUM) | ₹17.62 Crores |
| Minimum Investment Amount | ₹5,00,0000 (₹50 Lakhs) |
| Fixed / Variable Fees | Commercial terms are structured individually (NA) |
| Exit Load | Standard framework applies (NA) |
Fund Purpose
The investment objective of the ProfitGate Focused Equity Strategy is to generate absolute alpha for clients by investing in multi-asset instruments backed by active rebalancing across market cycles. The strategy aims to capture long-term capital appreciation while avoiding concentration risks through tactical diversification across broad asset classes, including Exchange Traded Funds (ETFs) and direct mutual funds. Sectoral allocations are driven dynamically to buffer the portfolio against structural economic transitions.
Fund Philosophy
Comprehensive Asset Allocation Framework
The strategy moves beyond rigid single-asset boundaries to tap into multiple instruments. By combining structural equity holdings with dynamic instruments like Exchange Traded Funds (ETFs) and mutual funds, it balances systematic risk while positioning capital for optimal cycle transitions.
Alpha Generation via Active Rebalancing
Market cycles change, and so do optimal configurations. The core philosophy centers on disciplined portfolio rebalancing based on quantitative screens and macro indicators, actively capturing new industry opportunities while cutting exposure to declining trends.
Rigorous Valuation Filters
Investments are evaluated on clear fundamental filters and historical valuations. The core selection mechanism focuses on assessing a business’s intrinsic value, balance sheet stability, return on capital, and underlying growth rates to ensure capital goes to resilient enterprises.
Risk Mitigation through Broad Diversification
Concentration can severely impact portfolios during corrective market conditions. This approach systematically mandates broad diversification across distinct business models and sectors, reducing idiosyncratic risks while keeping the portfolio highly liquid and nimble.
Integration of Multi-Factor Screening
The strategy applies a dual layer of evaluation by merging quantitative data analytics (price-volume metrics, statistical tracking models) with qualitative reviews (management capital allocation, cyclical turnaround potential) to continuously update the structural portfolio map.
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ProfitGate Focused Equity Strategy
Benchmark: BSE 500 TRI
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Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.
PROFITGATE CAPITAL SERVICES LLP
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | ₹18.27 | 1.82 | 5.04 | 9.71 | NA | NA | NA | NA | NA | 7.12 |
| Benchmark | NA | 2.19 | 3.78 | 1.99 | NA | NA | NA | NA | NA | -1.70 |
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Mr. Mohit Om Chaudhary
Mr. Mohit Om Chaudhary serves as a Designated Partner and the principal investment mind behind the strategy frameworks at ProfitGate Capital Services LLP. With comprehensive expertise spanning Indian equity research, systemic risk architecture, and macro asset allocation, he directly oversees portfolio construction and execution across the firm's specialized investment offerings. His investment approach combines rigorous bottom-up financial auditing with real-time sector rotation analysis. Under his active stewardship, the firm's asset management operations have expanded across structural and multi-asset verticals, ensuring that all tactical market positionings are anchored tightly to fundamental valuation metrics and regulatory compliance standards.
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Find answers to common questions about fund investments, performance, portfolio strategy, and investor services.
In compliance with SEBI regulatory mandates for Portfolio Management Services (PMS) in India, the minimum investment amount is set at ₹50,00000 (₹50 Lakhs). This entry threshold can be met via a direct cash transfer or through an existing equity portfolio transfer of equivalent market valuation.
The strategy benchmark is the BSE 500 TRI (Total Returns Index). This index provides a robust, broad-market framework representing more than 93% of the total market capitalization of the listed equity universe in India, allowing for highly transparent alpha tracking.
The strategy leverages dynamic asset allocation rules. Instead of sticking to rigid allocations, the fund manager utilizes dynamic market assessments and proprietary internal valuation screeners to rebalance capital away from overheated sectors and toward undervalued opportunities.
The initial structural filing lists these parameters as customizable or dependent on specific client onboarding paths. Typically, structural fees comprise a base management fee alongside performance-linked variables that align the manager's incentives with absolute client wealth creation.
The portfolio strategy acts as a multi-asset vehicle. While equity functions as the underlying base, capital is fluidly deployed across direct equities, diversified Exchange Traded Funds (ETFs), and thematic or structural mutual funds depending on ongoing market cycle trends.