IA Insight Report
IA Insight REPORT

MidSmall Cap Portfolio

Investment Approach Details

₹0.88

(AUM CR)
   

Klay Securities Private Limited

BSE 500 TRI

Equity

Equity

22/06/2026

4 Months

5000000

Management fees: 2%

Hurdle rate: 8% Profit Sharing: 20%

less than 12 Months - 3% 12 Months to 24 Months - 2% 24 Months to 36 Months - 1%

   

The purpose of this Investment Approach is to generate long-term capital appreciation by actively managing a concentrated portfolio of fundamentally strong mid-cap and small-cap companies that are expected to offer sustainable long-term growth opportunities. The portfolio shall be managed in accordance with the stated investment objective and applicable regulatory requirements.

Fund Manager Details

Swanand Samant

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NA

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Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/10/2026

1.03

NA