PMS for PFs and Special Mandates
ENAM India Equity
GOI MANDATE
Q India Value Equity Strategy - Constrained V
ICICI Prudential PMS Contra Strategy
CUSTOMISED DISCRETIONARY PORTFOLIO - EQUITY
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Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Past performance is not indicative of future returns. All returns are time-weighted (TWRR). Investments in securities markets are subject to market risks. Read all the related documents carefully before investing.
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
| Period | This strategy | S&P BSE 500 TRI | Difference |
|---|---|---|---|
| 1 Month | −0.8% | −5.6% | +4.7% |
| 3 Months | +4.4% | −3.6% | +8.0% |
| 6 Months | +26.5% | +8.1% | +18.5% |
| 1 Year | −18.9% | −2.3% | −16.6% |
|---|
| 2 Years | 0.0% | −3.9% | +3.9% |
|---|
| 3 Years (CAGR) | 0.0% | +9.2% | −9.2% |
|---|
| 4 Years (CAGR) | 0.0% | +11.2% | −11.2% |
|---|
| 5 Years (CAGR) | 0.0% | +8.9% | −8.9% |
|---|
| Since launch | −19.5% | +11.7% | −31.2% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 16-month window · Source: Computed from NAV history
Maximum drawdown: 41.8%
BMC Advisors’s story and investment philosophy are on the BMC Advisors firm page.
Sanjay Agarwal
Designated Director
Mr. Sanjay Agarwal is the Designated Director at BMC Advisors Pvt Ltd, leading Operations & Research. With extensive expertise in financial markets, investment strategies, and research, he plays a pivotal role in steering the company's decision-making processes. His strong leadership and deep market insights empower the team to navigate complex trends and drive operational excellence, ensuring alignment with the company's strategic objectives. A committed professional, Mr. Agarwal continuously upholds high standards of integrity, contributing significantly to the firm's success.
Mukund Agarwal
Director
Mr. Mukund Agarwal is a key driver of strategic direction and operational efficiency at the company. With a sharp financial acumen, he has successfully navigated market fluctuations, implemented robust strategies to optimize operational efficiency, identified growth opportunities and managed risks. His ability to build strong relationships with clients, stakeholders, and regulators has reinforced the company's reputation as a trusted industry leader. Dedicated to excellence and ethical business practices, Mr. Agarwal inspires his team to consistently exceed expectations, achieve ambitious goals and also drives research initiatives.
Raghav Agarwal
Principal Officer
With several years of experience in the finance industry, Mr. Raghav Agarwal has contributed significantly to BMC Advisors Pvt Ltd. His expertise spans stock broking, investment advisory, financial data analysis, and report preparation, enabling strategic decision-making and financial success. His key responsibilities also include monitoring macroeconomic indicators, geopolitical events and regulatory developments that may impact financial markets. Skilled in account reconciliation, due diligence, and trend analysis, he consistently delivers accurate, actionable insights to optimize performance. Proficient in Microsoft Excel and financial analysis, Mr. Agarwal excels in driving informed, data-driven recommendations.
Registration No
INP000008783
Fund Manager
Mr.Raghav Agarwal
Principal Officer
Mr.Raghav Agarwal
Inflow
₹4.69 Cr
Outflow
₹0.01 Cr
Net
₹4.68 Cr
Not reported — complaint data for this strategy isn't available yet.
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