Fund Snapshot
| Parameter | Details |
| Strategy Name | Equity |
| Product Name | Equity |
| PMS Provider | ProfitGate Capital Services LLP |
| Benchmark | BSE 500 TRI |
| Date of Inception | January 14, 2026 |
| Fund Age | 5 Months |
| Asset Under Management (AUM) | ₹2.22 Crores |
| Minimum Investment Amount | ₹50,00,000 (₹50 Lakhs) |
| Fixed Fees Structure | NA |
| Variable Fees Structure | NA |
| Exit Load | NA |
Fund Purpose
The primary objective of the ProfitGate Fund of Funds Strategy is to deliver absolute alpha and sustainable, long-term capital appreciation for investors by deploying capital across a multi-asset universe. Operating under a highly diversified structural framework, the strategy deliberately mitigates concentration risk by investing in institutional-grade underlying vehicles rather than single-name equities. It utilizes active asset rebalancing keyed to evolving macroeconomic market cycles, scaling exposure dynamically to optimize risk-adjusted returns against the BSE 500 TRI benchmark.
Fund Philosophy
Institutional-Grade Multi-Asset Diversification
The bedrock of the strategy is its multi-layered diversification mechanism. Rather than exposing investor capital to individual security volatility or single-corporate governance risks, the fund functions as a dedicated structural gateway. It aggregates underlying allocation across passive and systematic vehicles, including Exchange Traded Funds (ETFs) and direct mutual funds. This architecture ensures built-in diversification across hundreds of underlying operational lines from day one.
Dynamic Macroeconomic Rebalancing
The core engine of alpha generation relies on a systematic, ongoing assessment of broader market conditions and capital cycles. Instead of practicing static buy-and-hold investing, the fund shifts asset weightings based on valuation heat maps, interest rate curves, and liquidity cycles. Capital flows fluidly between defensive multi-asset buffers and aggressive broad-market equity instruments based on whether macroeconomic indicators signals market expansion or contraction.
Tactical Sector Rotation Framework
While maintaining a broad-market investment baseline, the strategy actively optimizes its equity exposure through a fluid, top-down sectoral assessment. By evaluating industry capacity utilization, state capital expenditure trajectories, and earnings growth cycles, the portfolio manager dials exposure up or down in highly cyclical or defensive thematic baskets. This active management aims to capture transient industrial momentum without over-exposing the fund to single-sector downcycles.
Strict Risk Mitigation and Absolute Concentration Guardrails
By steering capital through diversified asset pools, the strategy fundamentally insulates investor portfolios from the specific downside risks inherent in concentrated equity mandates. Asset allocation is managed via strict mathematical boundaries to ensure that no single underlying fund manager, asset house, or market sector commands disproportionate influence over net asset performance.
Absolute Alpha Focus Over Passive Tracking
While benchmarked against the BSE 500 TRI, the ultimate mandate remains the pursuit of absolute, risk-adjusted alpha. The active allocation engine constantly filters out underperforming asset classes and actively reallocates capital to alternative alpha-generating pools when large-cap equities face valuation bottlenecks. This focus protects the portfolio during market corrections and optimizes capitalization when broad indices break into structural uptrends.
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ProfitGate Fund of Funds 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 | ₹3.18 | 1.46 | 3.28 | 3.21 | NA | NA | NA | NA | NA | 1.00 |
| Benchmark | NA | 2.19 | 3.78 | 1.99 | NA | NA | NA | NA | NA | 0.29 |
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.
A Fund of Funds structure provides institutional diversification within a single managed account. Instead of taking localized single-stock risks, your capital is broadly distributed across entire asset classes via specialized mutual funds and ETFs. This effectively insulates your capital from individual corporate structural collapses, bad accounting surprises, or localized operational downcycles.
The standard fund documentation states "NA" for fixed, variable, and exit fee layouts. In customized boutique Portfolio Management Services architectures, this indicates a variable onboarding model where commercial arrangements—including fixed management fees, performance thresholds, and liquidity exit windows—are negotiated directly and custom-tailored within the client-provider execution agreement.
In absolute alignment with the statutory compliance frameworks instituted by the Securities and Exchange Board of India (SEBI) for all registered Portfolio Management Services, the minimum required deployment threshold is ₹50 Lakhs. Investors can fund this account via direct capital injection, existing mutual fund unit transfers, or a blend of both, subject to portfolio manager approval.
When systemic valuation metrics flag overheated markets or impending contraction cycles, the portfolio manager can systematically pare down exposure to aggressive, high-beta equity funds. Capital is then moved into defensive multi-asset structures, short-duration vehicles, or specialized passive instruments, creating a soft landing and cushioning the portfolio's drawdown compared to a standard long-only equity fund.
Allocations are not altered on a speculative, high-turnover daily basis. Instead, allocations shift in response to persistent structural changes in economic and market cycles. The portfolio manager assesses data points—such as corporate earnings trends, inflation adjustments, and policy updates—to fine-tune sector and asset weightings dynamically.