Dalal and Broacha Stock Brocking Pvt Ltd

Dalal and Broacha Stock Brocking Pvt Ltd

AUM (Cr.)


No. of Clients


No. of Investment Approach


As On

29 February 2024

Dalal & BroachaPortfolio Managers Pvt. Ltd. (IM) is a 100% subsidiary of Dalal & BroachaStock Broking Pvt. Ltd. (The Sponsor).Dalal & Broacha was established in 1961 by Priyakant Dalal. Today, it has a successful track record of over 5 decades in the financial services business.Based in Mumbai, the firm is a Pan-India integrated financial services player offering a range of financial solutions and services to customers with varied needs ranging from Equity Advisory, Portfolio Management Services, Distribution (Mutual Funds & other 3rdParty Products) and Fixed Income Securities.The firm’s core investment philosophy is to take a long-term approach to investments, avoiding any kind of speculative risk taking, so as to protect our clients' capital and ensure steady growth at every opportunity.Currently D&B manages almost Rs.1850 Crores in Assets.

PMS Investment Approach(s) Returns
Investment Approach Category 1 Yr 2 Yr 3 Yr 5 Yr Inception Date
Long Term Growth
MULTI CAP 51.64% 15.86% 17.66% 17.43% 24 Aug, 2007

* Returns are as on  31st March 2024, * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1

AIF Investment Approach(s) Returns
Investment Approach Category 1 Yr 2 Yr 3 Yr 5 Yr Inception Date
India Opportunities Multi-cap Fund
CAT III - LONG ONLY 50.27% 17.20% 15.70% NA Dec 2019

* All performance above are as on 29th February  2024  * Above 1 year returns are in CAGR* 

Portfolio Manager Profile

Mr Milind Karmarkar

Mr Milind Karmarkar

Senior Fund Manager

AMC Registered Address

506 Maker Chambers V,221 Nariman Point,Mumbai,Maharashtra,India-400021
SEBI Reg No : INP000001975

AMC Investor Login Link

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AMC Website Link

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Disclaimer & Risk Factors:

We have taken and continue to take utmost care and caution in compilation of current and historical data (such as performance of Portfolio Managers, investment approaches followed and/or AUM of Portfolio Managers etc.,). We also take due care in analysis (such as making comparisons etc.,) of the data. The information and data provided by PMS bazaar on its website (including any of its publications/e-mails/newsletters) have been obtained and culled out of whatever is available on public domain/provided by the Portfolio Managers either on their own or at the request of PMS Bazaar and we do not in any way guarantee the accuracy [(in general and as well as with respect to regulatory compliance(s)], reliability, completeness, current-ness and/or timeliness of any content, information, data, analysis, software, text, graphics, links or communications provided on or through the use of the Website and we assume no liability and cannot be held responsible for any errors or omissions in such information, data (including regulatory non-compliances, if any) and/or analysis of such information and data nor for the results obtained by any user of the website (including any publications/e-mails/newsletters of PMS Bazaar) from the use of such content, information, data, analysis, software, text, graphics, links or communications provided on the Website or for any monetary or other damage suffered by you on account of such usage.

All information present on the Website of PMS bazaar (including any publications/e-mails/newsletters of PMS Bazaar) is to help investors in their decision-making process and shall not be considered as a recommendation or solicitation of an investment or investment strategy/approach/funds. The names of the portfolios/ strategies/approach/funds do not, in any manner, indicate their prospects or returns. There is no assurance or guarantee that the objective of portfolios/ strategies/approach/funds will be achieved. Past performance is not necessarily a guide to future performance and no way guarantee the future performance. Investment in securities markets is subject to market risks, Investors are responsible for their investment decisions and are responsible to validate all the information used to make the investment decision.All the information provided herein including Performance is not verified by SEBI nor has SEBI certified the accuracy or adequacy of the same.