Dynamic Equities Pvt Ltd

AUM (Cr.)

95.37

Clients

184

Inv. Approach

As On Date

30 September 2025

We are a SEBI-registered Stockbroker with memberships in NSE, BSE, and MCX, and are also registered as a Portfolio Manager (PMS), Investment Advisor (IA), NSDL Depository Participant, and AMFI-registered Mutual Fund Distributor. Established in 1999, our head office is in Kolkata with a branch office in Mumbai.

PMS Investments

PMS Investment Approach(s)		Returns
Investment Approach	Category	1 Yr Return	2 Yr Return	3 Yr Return	5 Yr Return	Inception Date
Smallcap	Small Cap	-24.58%	NA	NA	NA	Jan 2024
Bluechip	Mid & Large Cap	0.35%	NA	NA	NA	Mar 2024
Emerging Winners	Small Cap	NA	NA	NA	NA	Aug 2025

* Returns are as on 30th September 2025. * 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

Portfolio Managers

Mr. Shailesh Saraf

Fund Manager

Mr. Shailesh Saraf is committed to generating high alpha with significantly lower risk through his well-crafted investment strategies and carefully selected stocks. His strong focus on long-term quality and growth as the core principles of equity investing has consistently delivered value and long-lasting benefits to the investor community.

AMC Reg. Address

Tecnhopolis 14th Floor Plot BP4 Sector V Salt Lake Kolkata 700091 SEBI Reg No : INP000003468

AMC Inv. Login Link

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AMC Web. Link

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AMC Social Media

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