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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 | −3.3% | −5.6% | +2.3% |
| 3 Months | +0.7% | −3.6% | +4.3% |
| 6 Months | +30.4% | +8.1% | +22.4% |
| 1 Year | +23.0% | −2.3% | +25.3% |
|---|
| 2 Years | +11.1% | −3.9% | +15.0% |
|---|
| 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 | +23.2% | +11.7% | +11.6% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 36-month window · Source: Computed from NAV history
Maximum drawdown: 25.6%
Sykes & Ray Equities’s story and investment philosophy are on the Sykes & Ray Equities firm page.
Yogesh R. Gupta
Chairman
Mr. Yogesh Gupta is the founder and director of Sykes & Ray Equities (I) Ltd. He has obtained his Masters Degree in Economics and is also a Certified Financial Planner. With more than two decades of experience in the Financial Services Industry, Mr. Gupta has been passionate about conceptualizing and offering financial services to the Indian Masses.
Anup R. Gupta
Managing Director
Mr. Anup Gupta is the Managing Director of Sykes and Ray Equities (I) Ltd (SRE). He has served on various committees of the BSE and is currently a member of the Executive Committees of BSE Brokers Forum, ANMI and a member of the Capital Markets Committee of Indian Merchants Chambers. He has also been instrumental in the expansion of SRE to establish a strong foothold in the market.
Nitesh Chand
Research Head
Brings over 21 years of experience in Equity Research and Proprietary Fund Management with Sykes & Ray Equities. He is a B.Sc Graduate and MBA in Finance, and was associated with Mumbai University as visiting faculty. He manages the SRE Shield PMS strategy, a proprietary quantitative model focused on capital protection, diversification, and risk management to deliver consistent long-term returns.
Registration No
INP000005795
Fund Manager
Mr.Karunesh Kumar Varma
Principal Officer
Mr.Karunesh Kumar Varma
Inflow
₹4.75 Cr
Outflow
₹0.02 Cr
Net
₹4.73 Cr
Not reported — complaint data for this strategy isn't available yet.
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