IA Insight Report
IA Insight REPORT

MIDCAP MAVENS

Investment Approach Details

₹2.06

(AUM CR)
   

Dynamic Equities Pvt Ltd

Nifty 50 TRI

Equity

Equity

05/03/2026

2 Months

5000000

NIL

AMC = 1% Hurdle = 6% Profit Sharing = 10%

NIL

   

To generate long-term capital appreciation by investing in leading midcap companies of India.

Fund Manager Details

Shridhar Bhuwalka

21.00 years

pms@valuestocks.in

9831191491

Mr. Bhuwalka has ably shouldered the responsibilities of the company for close to two decades and his constant focus on balancing risk reward has provided clients much needed comfort while navigating the highs and lows of the stock market. He is a graduate in commerce and has attended numerous programs related to character and competence building. His areas of expertise cover financial management, banking and risk operations, technical and fundamental analysis. He always advocates simplicity of thoughts and processes in all walks of life, especially while stock market investing.

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Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 30/04/2026

0.68

NA