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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 | Nifty 50 TRI | Difference |
|---|---|---|---|
| 1 Month | −0.5% | −6.0% | +5.6% |
| 3 Months | +18.6% | −4.9% | +23.5% |
| 6 Months | +52.8% | +2.1% | +50.6% |
| 1 Year | +62.9% | −7.1% | +70.0% |
|---|
| 2 Years | +21.1% | −5.3% | +26.3% |
|---|
| 3 Years (CAGR) | +27.2% | +6.1% | +21.1% |
|---|
| 4 Years (CAGR) | +34.1% | +8.5% | +25.6% |
|---|
| 5 Years (CAGR) | +27.2% | +6.4% | +20.9% |
|---|
| Since launch | +22.2% | +10.5% | +11.7% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 68-month window · Source: Computed from NAV history
Maximum drawdown: 25.8%
Dalal & Broacha’s story and investment philosophy are on the Dalal & Broacha firm page.
Milind Karmarkar
Fund managerFund Manager, PMS division
A chartered accountant by profession, Milind joined the firm over 30 years ago. He has played a key role in setting up the organisation's research team. He is currently the Fund Manager of the PMS division.
Hriday Dalal
Business development and corporate treasury
The third generation family member to join the business. He leads the focus on business development as well as heads the firm's corporate treasury desk. Hriday has been instrumental in establishing the NRI desk and PMS services for the organisation.
Nailesh P Dalal
CEO & Principal Officer
Nailesh Dalal comes with 35 years of experience in financial solutions. He has played a leading role in the firm's retail and financial functioning. His strength lies in people management and understanding each individual's needs; be it customers or employees.
Nailesh Dalal
Director
Nailesh Dalal is a Director of Dalal & Broacha Stock Broking Private Limited. A BCom and management diploma holder with 38+ years in the field, he handles the firm's retail broking and finance functions, with a focus on individual investors and their financial planning needs.
Vipul Dalal
Institutional business
He has been responsible for building strong institutional relationships over the last 30 years for the organisation. The focus on institutional business increased after Vipul architected the approach, and the firm enjoys a coveted position amongst institutional buyers largely due to his efforts.
Chaitali M. Shah
Compliance Officer
Chaitali M. Shah is the Compliance Officer of Dalal & Broacha Stock Broking Private Limited, reachable at compliance.officer@dalal-broacha.com, +91-22-2282-2992 Ext. 168.
Nilay Dalal
Business Development
Second of the third-generation family members attached to the business, has worked on various verticals of the business and now has set his focus on business development and maintaining client relationships.
Rohan Dalal
Research
The youngest family member to join the business, plays an important role in strengthening the firm's research potential.
Bhavesh Doshi
Fixed Income & Distribution desk
He has been with Dalal & Broacha for over 25 years and has been responsible for setting up the firm's Fixed Income & Distribution Desk.
Registration No
INP000001975
Fund Manager
Nailesh Priyakant Dalal
Principal Officer
Nailesh Priyakant Dalal
Inflow
₹0.00 Cr
Outflow
₹0.79 Cr
Net
₹-0.79 Cr
Not reported — complaint data for this strategy isn't available yet.
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