Systematix Dynamic Investment Portfolio


Key Portfolio Attributes

Inception Date:- 01-Apr-2018

Number of Stocks :- Max 20

Fund Manager Name: – Mr. Arpit Agrawal

Fund Manager Experience: Total Experience of more than 20 Years

Fund Manager Qualification:Bachelor’s Degree from Sydenham College of Commerce and Economics and a Chartered Accountant.

Investment Objective

Dynamic Investment Portfolio follows Bottoms up strategy with a bias towards investing in mid sized businesses with a long term value investing approach focussing towards generating absolute returns over 3-5 years.

Portfolio Strategy

Active Management .Concentrated portfolio of not more than 20 stocks . Bottom up stock picking . Moderate to high equity risk profile. Mid-Cap Oriented Strategy

Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

imageBook a call with our PMS AIF Specialists

Disclaimer

#Returns as of 31st May 2026. Returns up to 1 Year are absolute, above 1 Year are CAGR.


Do Not Simply Invest, Make Informed Decisions

Subscribe To Our Newsletter

By PMS AIF WORLD • Over 30,000 Subscribers

Stay informed about our exclusive analysis, reports, webinars and valuable insights.

This will close in 0 seconds

This will close in 0 seconds